Collaborator Roles are a sum of permissions that provide particular edit rights for an Automation Idea Profile to the assigned user.
In order to create a team around an Idea that collaborates on developing the idea and pushes it through the various phases, you need to add collaborators with one or more Collaborator Roles, from the Automation Idea Profile > Collaborators > Manage Roles & Permissions screen.
Note:
Conditions to be able to select users and assign them as collaborators in an idea with Process Owner, Project Manager, Business Analyst, Solution Architect, RPA Developer, or any other custom Collaborator Role that you define:
- the Collaborator Role needs to be previously assigned in the user account. This is required only if the collaborator role has the Make this role assignable toggle turned ON.
- the user needs to be granted access to the idea's Categories.
To check or update the user account search for it in Admin Console > Manage Access> Assign Roles screen and follow the steps from the Managing User Accounts page.
Details about each Collaborator Role and its designated permissions are available in the platform by accessing the Admin Console > Manage Access > Roles > Collaborator Roles or below in this page.
Besides the below Collaborator Roles, we have implemented a special category of Collaborator Roles designed to support the management of Automation submissions and flow. Please check the Citizen Developer Roles and Collaborator Roles page for details.
By accessing the Collaborator Roles page from the platform you can also check out the two Help sections providing details about What are collaborator roles? and How do the tables work?. To dismiss them click the X icon on the top right corner. Once dismissed, the sections are not displayed anymore when the User Roles and Permissions page is accessed the next time. To see again the section click the Help icon.
Because some of the available default roles are uneditable as they are connected to the way the Automation Hub works, you have the option to add new, customized Collaborator Roles. Please check the Creating a New Collaborator Role page for more details.
Below you can check the default Collaborator Role matrix divided based on the availability of the option to Edit/Delete them:
Default Collaborator Roles
Permanent Collaborator Roles
Admins or other roles with rights to Manage the user roles can edit the description and the permissions for the permanent collaborator roles but cannot delete or disable them because they are connected to the way the Automation Hub works.
Role | Description |
|---|---|
Employee Idea Submitter | Role automatically assigned to any user sharing an idea. Gives access to contribute with documentation. |
CoE Idea Submitter | Role automatically assigned to any user sharing a CoE idea. |
Process Owner | As a Process Owner you are responsible for: Filling in the detailed assessment; |
Project Manager | As a Project Manager you are in charge of: Allocating collaborators to the idea; |
Citizen Developer Submitter | Automatically assigned to any user who shared an automation. |
Citizen Developer | Start development for the selected automations; Update the Source Code file; Document your code in the Development Specifications Document; Create and link reusable components to the automation initiative; Fix bugs and provide support during UAT and hypercare period; Create the Move to Production checklist. |
Process Mining Submitter | Role automatically assigned to any user submitting a Process Mining idea. |
Task Mining Submitter | Role automatically assigned to any user submitting a Task Mining idea. |
Change Request Submitter | Role automatically assigned to any user submitting a change request. |
Editable Roles
The following Collaborator Roles are disposable and can be customized, disabled, or deleted as per each tenant's needs.
Role | Description |
|---|---|
Business Analyst | As a Business Analyst you will gather the business requirements and understand the process AS IS, as well as document the TO BE process post automation. You will: |
Solution Architect | As a Solution Architect you design the technical architecture for the idea and document it in the Solution Design Document. Your focus when developing the architecture will be on: |
RPA Developer | As an RPA Developer you will be coding the solution, testing as well as providing guidance on process design. You will: |
Collaborator Roles Matrix
Action | Employee Idea Submitter | CoE Idea Submitter | Process Owner | Project Manager | Business Analyst * | Solution Architect * | RPA Developer * |
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Edit the About page of an idea or automation |
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Edit the advanced settings of an idea or automation Access to edit the Priority and Development Type fields of an idea or automation where you are assigned as a collaborator. This action can be done in any phase/status by accessing the Idea or Automation profile page > About section > edit mode. |
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Update the Phase and Status of the idea or automation during implementation |
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View the Cost-Benefit Analysis of an idea or automation |
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Edit the Cost-Benefit Analysis of an idea or automation |
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Edit the Documentation of an idea or automation |
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Edit the Components of an idea or automation |
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Manage the Collaborators in an idea or automation |
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Submit a change request for an idea or automation. |
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Note:
The roles marked with an * sign are editable Collaborator Roles. The permissions listed in the matrix are the ones set up by default. Still, take into consideration that these can be updated by the users with edit rights in the Roles page.
Updated about a month ago