automation-hub
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Automation Hub User Guide
Automation CloudAutomation Cloud Public SectorAutomation Suite
Last updated Oct 18, 2024

Role Description and Matrix

Using roles you can control user access to Automation Hub sections and its functionality. By default, the Standard User role is assigned to all newly created users however, the system offers the possibility to assign other default or customized roles to the users. Furthermore, the platform provides the options that allow you to implement secure user layers in the tenant by partitioning control in the pipeline and granting access rights granularly per category and action type. Essentially for each user account, you can define the ideas categories that they can access, in order to better control their rights to create, view, edit, and manage the ideas and components in Automation Hub.

Details about each Role and its designated permissions are available in the platform by accessing the Admin Console > Manage Access > Roles > Roles or below, in the Default Roles section.

Besides the below roles, we have implemented a special category of 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 Roles page from the platform you can also check out the two Help sections providing details about What are 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 Roles page is accessed the next time. To see again the section click the Help icon.

To better integrate your company particularities, besides the default non-editable roles, Automation Hub offers the possibility to add new, customized roles. Please check the Creating a New User Role page for more details.

Default Roles

Below you can find a table containing the Automation Hub default roles.

Note:
  • These roles cannot be edited, disabled, or deleted because they are connected to the way the Automation Hub works.
  • You can assign multiple roles to the user account and, for each role, define the idea categories corresponding to the type of access you want the user to have.

Role

Description

Account Owner

The first user of the tenant automatically receives the Account Owner role, allowing them to edit the Tenant Settings page.

System Admin

System Admins can view and edit everything within their UiPath Automation Hub instance. They are primarily responsible for managing users and doing the platform configuration.

RPA Sponsor

RPA Sponsors have read-only rights for viewing all the information around the ideas and the reusable components, access to the built-in Dashboards and Reports.

Component Curator

Component Curators are responsible for curating the flow of RPA reusable components within the UiPath Automation Hub platform.

Program Manager

Program Managers can view and edit the ideas, decide what ideas should progress in the implementation phases, assign implementation teams.

Idea Approver

Idea Approvers push forward ideas by identifying duplicates and approving ideas they endorse for a detailed assessment.

Authorized User

Authorized Users target Subject Matter Experts, Process Owners, RPA Business Analysts, Process Consultants who know the process in detail, and have access to Submit a CoE-driven idea, in order to submit their idea by directly filling in the detailed assessment.

Standard User

It provides access to submitting ideas and reusable components, as well as exploring the pipeline of ideas, the gallery of reusable components, and the enterprise community of Automation Hub users.

All users have this permission assigned by default after the account is created.

Citizen Developer Self User

Automate low-risk, simple tasks/activities only for their own usage;

Access to Share automations.

Citizen Developer Power User

Automate low risk, simple/medium task/activities or processes for users from their own department/team or for themselves;

Access to Share automations;

Access to the Automation Pipeline page to view and select automations that they want to develop.

Business Reviewer

Push forward automations created by a Citizen Developer Self User and select which automations are worth being endorsed for a technical review.

Technical Reviewer

Identify code quality issues and approve automations for large consumption.

Permission Matrix

Automation Ideas

Action

Account Owner

System Admin

RPA Sponsor

Component Curator

Program Manager

Idea Approver

Authorized User

Standard User

Citizen Developer Self User

Citizen Developer Power User

Business Reviewer

Technical Reviewer

View an idea

Access to view the information available in any based on the categories you have been assigned to.

available

available

available

available

available

available

available

available

available

available

available

available

Submit an employee-driven idea

available

available

available

available

available

available

available

available

    

Submit CoE-driven idea

available

available

  

available

 

available

     

Submit a change request

available

  

available

        

Access to All and Review tables to review a new idea

available

  

available

available

available

      

Submit the Assessment

The option allowing you to do this is Submit Assessment.

available

available

  

available

       

Review an Assessed Idea

Access to take a decision around approve/reject/put on hold for ideas that are in Qualification phase - Awaiting Review status.

available

available

  

available

       

Edit all details of any Idea

Access to view and edit all the sections of any idea: About,, Cost-Benefit Analysis, Documentation, Components and Collaborators.

available

available

  

available

       

Update the Phase and Status of any idea

Access to change the of any idea by accessing the idea automation profile > About > edit mode > Phase and Status dropdowns.

available

available

  

available

       

Change the assessment version of any idea. Allows you to update the assessment of the idea from edit in the About page > Detailed Assessment section, to another version of detailed assessment configured in the customize assessments from Platform Setup section.

available

available

  

available

       

View sensitive information from general assessments

available

available

available

 

available

       

View sensitive information from Detailed Assessment View the questions and KPIs marked as ‘sensitive information’(when customizing the Detailed Assessment) in the Share a CoE idea form, Automation Profile (View & Edit mode) and Automation Pipeline.

available

available

available

 

available

 

available

     

View sensitive information from Citizen Developer Assessment

available

available

available

 

available

       

View sensitive information from Change request assessments

available

available

available

 

available

       

View sensitive information from Cost Benefit Analysis Access to the Cost Benefit Analysis page of any idea and view the sensitive information around benefits and costs in the Automation Pipeline.

available

available

available

 

available

       

Publish to the Automation Store Allows you to publish on Automation Store your ready-to-go automation.

available

available

         

available

Archive any Idea

Access to change the status of the idea to Archived, hiding it from the Explore Automation page.

available

available

  

available

       

Delete any Idea

Access to permanently delete the idea and all its related content from the database.

available

available

  

available

       

Access the Reports

Access to view and download the built-in Reports.

available

available

available

 

available

       

Access to Dashboards

Access to view and download the built-in Dashboards

available

available

available

 

available

       

Access to all Automation Pipeline views View the 5 Automation Pipeline tables: All, Review, Decision Pipeline, Implementation and Live.

available

available

available

 

available

       

Download Automations in the Live Phase Allows you to download automations while they are in live phase.

available

available

  

available

 

available

available

available

available

available

available

Components

Action

Account Owner

System Admin

RPA Sponsor

Component Curator

Program Manager

Idea Approver

Authorized User

Standard User

Citizen Developer Self User

Citizen Developer Power User

Business Reviewer

Technical Reviewer

View Components

Access to view the reusable components which have passed the curation process and are now published.

available

available

available

available

available

available

available

available

available

available

available

available

Download any published Component

Access to download the package of any reusable component displayed in Explore Components.

available

available

available

available

available

available

available

available

available

available

available

available

Upload a Component

Access to the Upload Component option which allows the user to upload a reusable component and submit it for curation.

available

available

available

available

available

available

available

available

available

available

available

available

View Manage Components page

available

available

 

available

        

Curate any Component

Access to open a component in curation mode, in order to perform the review process.

available

available

 

available

        

Delete a Component Access to delete a Component in any Status.

available

available

          

Edit any Component

available

available

 

available

        

Archive any components

Access to change the status of the component to Archived in order to remove it from the Explorer Components page.

available

available

 

available

        

Administrative

Important: We recommend caution when assigning Administrative permission for customized roles you create, as the consequences of the allowed actions can be significant for the experience of all your users.

Action

Account Owner

System Admin

RPA Sponsor

Component Curator

Program Manager

Idea Approver

Authorized User

Standard User

Manage the Tenant Settings

Access to the Settings page that allows you to customize the tenant by enabling/disabling certain Automation Hub features.

available

       

Manage Access

Access to the Users that contains the options allowing you to view / add / edit / delete the tenant's user accounts.

available

available

      

Manage the User Roles

Access to the Roles page that contains the options allowing you to view / add / edit the Roles and Collaborator Roles that will be assigned to the tenant's users.

available

available

      

Manage the Categories

Access to the Categories page that contains the options allowing you to add / update / delete the category structure.

available

available

      

Manage the Application Inventory

Access to the App Inventory page that contains the options allowing you to add / update / delete applications used for each Automation Area.

available

available

      

Manage the Documentation Templates

Access to the Documentation page that contains the options allowing you to add / update / delete documentation templates to be used to document the Ideas in a consistent and accurate way.

available

available

      

Customize Assessments

Access to the Customize assessments page

that contains the options allowing you to adjust any of the proposed assessments in case the default forms do not provide all the information needed.

available

available

      

Set up the Cost Catalog

Access to the Cost Setup page that contains the options allowing you to configure the cost associated with the RPA implementation.

available

available

      

Access to Import Pipeline where you can bulk upload automation ideas into the Automation Hub Pipeline.

available

available

      

Manage the API tokens

Access to the Open API page which contains the options allowing you to create/find/update the information required for authenticating to your Automation Hub services via API calls.

available

available

      

Access to Audit Logs from where you can view and download Audit Logs.

available

available

      

Manage Insights Integration Access the Insights Connection from where you can view and control status of the Insights integration with Automation Hub.

available

available

      

Manage integrations Access the Jira Integration from where you can edit the integration.

available

available

      

Citizen Developer Automations

Action

Account Owner

System Admin

RPA Sponsor

Component Curator

Program Manager

Idea Approver

Authorized User

Standard User

Citizen Developer Self User

Citizen Developer Power User

Business Reviewer

Technical Reviewer

View Automations

Access to built by the citizen developer.

available

available

available

 

available

 

available

available

available

available

available

available

Share an Automation

Access to share an automation built using Studio/StudioX, in order to have it reviewed for consumption by a larger audience.

available

available

  

available

   

available

available

  

Access to All and Review tables to perform Business Review of Automations

Access to the Automation Pipeline, All, Review to perform the actions needed to make an automation progress in its lifecycle, based on its potential benefits: approve, move to technical review, put on hold, reject.

available

available

  

available

     

available

 

Access to All and Review tables to perform Technical Review of Automations

Access to the Automation Pipeline; All, Review to perform the actions needed to prepare the automation from the technical point of view: approve for large consumption, put on hold, request rework to the CoE, modify the details.

available

available

  

available

      

available

Start Development of projects assigned to CD Power Users

Access to the Automation Pipeline; All, Implementation to select an idea or an automation from the Citizen Developer Power User pipeline and start implementing it. It also gives access to add files and components.

available

available

  

available

    

available

  

Manage the Citizen Developer automation

Access to view and edit all the sections of any automation from About, Documentation, Components, Collaborators pages. Archive and permanently Delete any automation.

available

available

  

available

       
  • Default Roles
  • Permission Matrix
  • Automation Ideas
  • Components
  • Administrative
  • Citizen Developer Automations

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