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The UiPath Automation Hub Guide
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Getting Started
Introduction
Software Requirements and Browser Compatibility
The User Interface
Security
Regions
Creating a Trial Tenant
Sign up Process
Roles & Permissions
Role Description and Matrix
Collaborator Roles Information and Matrix
Understanding the Roles and Collaborator Roles
Starting as
Starting as the Account Owner
Starting as the System Admin
Predefined Content from the Tenant
Starting as an RPA Sponsor
Starting as a Component Curator
Starting as a Program Manager
Starting as an Idea Approver
Starting as an Authorized User
Starting as a Standard User
Learn More with Courses from Academy
Admin Console
Admin Console Overview
Account
Customizing Your Tenant
Changing the Plan Option
Updating the Settings
Manage Users
Adding New User Accounts
Managing User Accounts
Completing the User Account Form
Assigning Categories to Roles and Collaborator Roles
Downloading and Uploading a CSV
Creating a New User Role
Creating a New Collaborator Role
Platform Setup
Categories
App Inventory
Documentation
Customizing the Idea Assessment
Managing the Cost
Generating your API Token
Making API Calls
Manage Components
Curating a Component
Component Statuses
Workspace
Workspace Overview
Automation Pipeline
Assessment Pipeline
Decision Pipeline
Column Information
Reviewing Ideas in Idea Phase, Awaiting Review Status
My Ideas
My Collaborations
My Components
Uploading a Component
Creating a New Version for a Component
Following
Explore
Explore Overview
Automations
Automation Profile Page
About Information
Detailed Assessment
Detailed Assessment Algorithm
Performing the Automation's Cost Benefit Analysis
Documentation
Components
Collaborators
Automation Phase and Status
People
User Profile
Accomplishments
Components
Component Profile Page
Leaderboard
Leveling Up
Dashboards
Dashboards Overview
Automations Program Performance
Average Automation Cost
Planning Report
Cost Report
Downloading Information from Dashboards
Submit Idea
Submit an Automation Idea
Submitting an Employee-driven Idea
Submitting a CoE-driven Idea
Information About the Idea Score
Automation Idea Review Phases
My Tasks
My Tasks Overview
Incomplete Tasks
Reviewing My Assigned Tasks
Complete Tasks
Notifications
Notifications Types
Reviewing My Notifications
My Profile
My Profile Overview
Updating My Profile
Customize the Email Settings
Integration with Task Capture
Documenting your Ideas Using Task Capture
Downloading Task Capture
Editing a Document Using Task Capture
Task Capture Usage Specifications
Email Notifications
Email Types
Email Content
Pricing Plans
Pricing Plans Details
Trial Plan
Standard Plan
Video Tutorials
Getting Started
Admin Console
Platform Setup
Manage Components
Workspace
Manage the Pipeline as a Program Manager
Upload Components and Update their Version
Explore
Automations
Components
People
Leaderboard
Dashboards
Submit an Idea
My Tasks and Notifications
Integration with Task Capture
Pricing Plan
Additional Resources
Accessing the Additional Resources from the Platform
Glossary
Academy Courses
Getting Started
Introduction
Software Requirements and Browser Compatibility
The User Interface
Security
Regions
Creating a Trial Tenant
Sign up Process
Roles & Permissions
Role Description and Matrix
Collaborator Roles Information and Matrix
Understanding the Roles and Collaborator Roles
Starting as
Starting as the Account Owner
Starting as the System Admin
Predefined Content from the Tenant
Starting as an RPA Sponsor
Starting as a Component Curator
Starting as a Program Manager
Starting as an Idea Approver
Starting as an Authorized User
Starting as a Standard User
Learn More with Courses from Academy
Admin Console
Admin Console Overview
Account
Customizing Your Tenant
Changing the Plan Option
Updating the Settings
Manage Users
Adding New User Accounts
Managing User Accounts
Completing the User Account Form
Assigning Categories to Roles and Collaborator Roles
Downloading and Uploading a CSV
Creating a New User Role
Creating a New Collaborator Role
Platform Setup
Categories
App Inventory
Documentation
Customizing the Idea Assessment
Managing the Cost
Generating your API Token
Making API Calls
Manage Components
Curating a Component
Component Statuses
Workspace
Workspace Overview
Automation Pipeline
Assessment Pipeline
Decision Pipeline
Column Information
Reviewing Ideas in Idea Phase, Awaiting Review Status
My Ideas
My Collaborations
My Components
Uploading a Component
Creating a New Version for a Component
Following
Explore
Explore Overview
Automations
Automation Profile Page
About Information
Detailed Assessment
Detailed Assessment Algorithm
Performing the Automation's Cost Benefit Analysis
Documentation
Components
Collaborators
Automation Phase and Status
People
User Profile
Accomplishments
Components
Component Profile Page
Leaderboard
Leveling Up
Dashboards
Dashboards Overview
Automations Program Performance
Average Automation Cost
Planning Report
Cost Report
Downloading Information from Dashboards
Submit Idea
Submit an Automation Idea
Submitting an Employee-driven Idea
Submitting a CoE-driven Idea
Information About the Idea Score
Automation Idea Review Phases
My Tasks
My Tasks Overview
Incomplete Tasks
Reviewing My Assigned Tasks
Complete Tasks
Notifications
Notifications Types
Reviewing My Notifications
My Profile
My Profile Overview
Updating My Profile
Customize the Email Settings
Integration with Task Capture
Documenting your Ideas Using Task Capture
Downloading Task Capture
Editing a Document Using Task Capture
Task Capture Usage Specifications
Email Notifications
Email Types
Email Content
Pricing Plans
Pricing Plans Details
Trial Plan
Standard Plan
Video Tutorials
Getting Started
Admin Console
Platform Setup
Manage Components
Workspace
Manage the Pipeline as a Program Manager
Upload Components and Update their Version
Explore
Automations
Components
People
Leaderboard
Dashboards
Submit an Idea
My Tasks and Notifications
Integration with Task Capture
Pricing Plan
Additional Resources
Accessing the Additional Resources from the Platform
Glossary
Academy Courses
Introduction
Introduction to Automation Hub API
API References
Generate your Token from Automation Hub
Consuming API
Logical Resources and Metadata
Available Operations
Get Started
Input Dictionary
Output Dictionary
Permissions Per Endpoint
Response Codes
Authentication Error Codes
Submit Idea Error Codes
Add/Update User Error Codes
The Swagger Definition
Managing Logical Resources
Building API Requests
Examples
Automation Idea
Retrieve Automations in Idea Phase Awaiting Review Status
Import Automation Trough the Employee-driven Flow
Import an Automation Through the CoE Flow
Retrieve the Cost Benefit Analysis for a Specific Automation to Use it in an External System
Update Automation Phase and Status
Import Ideas Video Tutorial
Automation Pipeline
Retrieve All Automations
Categories
Retrieve Automation Categories
Application Inventory
Retrieve Automation Inventory
Users
Retrieve a User Account
Import a New User Account
Update Account Details for Employees from Automation Hub
Inactivate User Accounts that are Not Part of the Company
Getting Started
Introduction
Software Requirements and Browser Compatibility
The User Interface
View All 7
Roles & Permissions
Role Description and Matrix
Collaborator Roles Information and Matrix
Understanding the Roles and Collaborator Roles
Starting as
Starting as the Account Owner
Starting as the System Admin
Starting as an RPA Sponsor
View All 9
Admin Console
Admin Console Overview
Account
Manage Users
View All 5
Workspace
Workspace Overview
Automation Pipeline
My Ideas
View All 6
Explore
Explore Overview
Automations
People
View All 5
Dashboards
Dashboards Overview
Submit Idea
Submit an Automation Idea
Information About the Idea Score
Automation Idea Review Phases
My Tasks
My Tasks Overview
Incomplete Tasks
Complete Tasks
Notifications
Notifications Types
My Profile
My Profile Overview
Integration with Task Capture
Documenting your Ideas Using Task Capture
Editing a Document Using Task Capture
Task Capture Usage Specifications
Email Notifications
Email Types
Email Content
Pricing Plans
Pricing Plans Details
Video Tutorials
Getting Started
Admin Console
Workspace
View All 9
Additional Resources
Accessing the Additional Resources from the Platform
Glossary
Academy Courses