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UiPath Automation Hub

The UiPath Automation Hub Guide

Role Description and Matrix

Variate roles offer the possibility to provide suitable access to the Automation Hub sections and functionalities for the users that are created within your tenant. 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 Users > User Roles > Roles or below, in the Default Roles section.

:white-check-mark: 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 User Roles and Permissions 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.

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Notes:

  • 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.

Permission Matrix

Automation ideas

Action

Account Owner

System Admin

RPA Sponsor

Component Curator

Program Manager

Idea Approver

Authorized User

Standard User

View an idea
Access to view the information available in any Idea Profile page based on the categories you have been assigned to.

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Share an employee-driven idea
Access to share ideas through the employee-driven flow.

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Submit CoE-driven idea
Access to submit ideas through the CoE-driven flow.

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Review a new Idea
Access to check out newly submitted ideas that are in Idea phase - Awaiting Review status and review their content, in order to make a decision around approving it, marking it as a duplicate or rejecting it.

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Mark the Assessment as Complete
Access the idea's Detailed Assessment section in order to fill it in and, once done, mark it as complete.
The option allowing you to do this is Submit Assessment.

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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.

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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.

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

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Assign a Process Owner
Access to assign a Process Owner to an automation idea during the approval process.

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

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

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Access the Reports
Access to view and download the built-in Reports.

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Access to Dashboards
Access to view and download the built-in Dashboards

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View Cost Info in the Automation Pipeline
Access to view sensitive information about estimated benefits and costs extracted from the Detailed Assessment and the Cost-Benefit Analysis. The information is available in the following columns: Est. Benefit (FTEs), Est. Benefit (currency), Est. Implementation Costs, Est. Running Costs, Est. Net Benefit Year 1, Est. Net Benefit Year 2.

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Components

Action

Account Owner

System Admin

RPA Sponsor

Component Curator

Program Manager

Idea Approver

Authorized User

Standard User

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

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

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

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View Manage Components page
Access to view the list of all reusable components, regardless of their status.

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

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Edit any Component
Access to edit the information from the component profile page and thus creating a new version.

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

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Admin Console

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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.

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

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Manage the User Roles
Access to the User 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.

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

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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.

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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.

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Customize the Detailed Assessment
Access to the Idea Assessment page that contains the options allowing you to Customize the Detailed Assessment in case the default form does not provide all the information needed.

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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.

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

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Citizen Developer Automations

Action

Account Owner

System Admin

RPA Sponsor

Component Curator

Program Manager

Idea Approver

Authorized User

Standard User

View Automations
Access to view the details of an automation built by the citizen developer.

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

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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.

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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.

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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.

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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.

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Updated 3 days ago


Role Description and Matrix


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