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.
Below you can find a table containing the Automation Hub default roles.
- 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.
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 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 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 Curators are responsible for curating the flow of RPA reusable components within the UiPath Automation Hub platform.
Program Managers can view and edit the automation ideas, decide what ideas should progress in the implementation phases, assign implementation teams.
Idea Approvers push forward ideas by identifying duplicates and approving ideas they endorse for a detailed assessment.
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.
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.
View an idea
Submit employee-driven idea
Submit CoE-driven idea
Review a new Idea
Submit the Assessment
Review an Assessed Idea
Edit Automation Profile page for any Idea
Update the Phase and Status of any idea
Assign a Process Owner
Archive any Idea
Delete any Idea
Access the Reports
Access to Dashboards
Download any published Component
Upload a Component
View Manage Components page
Curate any Component
Edit any Component
Archive any components
Manage the Subscription
Manage the Tenant Settings
Manage the User Roles
Manage the Categories
Manage the Application Inventory
Manage the Documentation Templates
Customize the Detailed Assessment
Set up the Cost Catalog
Updated 6 days ago