UiPath Automation Hub

The Automation Hub Guide

Roles Matrix

Different roles can be assigned to collaborators at the automation profile level. Based on the option to Edit/Delete them, there are 2 role types:

Permanent Roles

Roles that are permanent and cannot be deleted, edited, or disabled as these roles are the main contributors to the automation flow.

Process Owner
Project Manager

• Submits automation ideas;
• Upvote ideas;
• Supports the Process Owner;
• Provides input and output files examples;
• Participates in UAT.

• Owns the submission of the high-level assessment;
• Owns the Process Profile Page and changes in the About section;
• Provides complete and accurate documentation in relation to the process;
• Approves the Process Design Document for automation purposes;
• Participates in UAT.

• Allocates collaborators to the automation initiative;
• Manages the budget;
• Measures benefit realization;
• Identifies and manage risks and issues;
• Keeps stakeholders informed and manage their expectations.

Editable Roles

Roles that are disposable and can be customized, disabled, or deleted as per each tenant's needs.

Business Analyst
Solution Architect
RPA Developer

• Helps business users/process owners complete the process assessment;
• Performs in-depth analysis of the process once it is in implementation;
• Prepares and conducts tests for the developed solution.

• Responsible for the end to end performance of the solution for each automated process under your purview
• Design the technical architecture for the automation solution.
• Document it in the Solution Design Document.

• Documents the code in the Development Specifications Document;
• Runs peer code reviews;
• Fixes bugs and provide support during UAT and hypercare period; Creates the Move to Production checklist.

Create New Role Option

The option to create new customized roles is available by accessing the Admin Console > Manage Users > User Roles.
To find the step by step information access the User Roles section.

Updated about a month ago

Roles Matrix

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