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 automation 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.

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.

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 automation 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, as well as manage the subscription plan for the tenant.

System Admin

System Admins can view and edit everything within their UiPath Automation Hub tenant 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 automation 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 automation 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 automation ideas and reusable components, as well as exploring the pipeline of automation 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.

Roles Matrix

Automation

Action
Account Owner
System Admin
RPA Sponsor
Component Curator
Program Manager
Idea Approver
Authorized User
Standard User

View an idea

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:white-check-mark+:

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Submit employee-driven idea

:white-check-mark+:

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:white-check-mark+:

:white-check-mark+:

:white-check-mark+:

:white-check-mark+:

:white-check-mark+:

:white-check-mark+:

Submit CoE-driven idea

:white-check-mark+:

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:white-check-mark+:

:white-check-mark+:

Review a new Idea

:white-check-mark+:

:white-check-mark+:

:white-check-mark+:

:white-check-mark+:

Submit the Assessment

:white-check-mark+:

:white-check-mark+:

:white-check-mark+:

Review an Assessed Idea

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Edit Automation Profile page for any Idea

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Update the Phase and Status of any idea

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Assign a Process Owner

:white-check-mark+:

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Archive any Idea

:white-check-mark+:

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Delete any Idea

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Access the Reports

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Access to Dashboards

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Component

Action
Account Owner
System Admin
RPA Sponsor
Component Curator
Program Manager
Idea Approver
Authorized User
Standard User

View Components

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:white-check-mark+:

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Download any published Component

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Upload a Component

:white-check-mark+:

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View Manage Components page

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Curate any Component

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Edit any Component

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Archive any components

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:white-check-mark+:

:white-check-mark+:

Admin Console

Action
Account Owner
System Admin
RPA Sponsor
Component Curator
Program Manager
Idea Approver
Authorized User
Standard User

Manage the Subscription

:white-check-mark+:

Manage the Tenant Settings

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Manage Users

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Manage the User Roles

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Manage the Categories

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Manage the Application Inventory

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Manage the Documentation Templates

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Customize the Detailed Assessment

:white-check-mark+:

:white-check-mark+:

Set up the Cost Catalog

:white-check-mark+:

:white-check-mark+:

Updated 6 days ago


Role Description and Matrix


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