Variable Rollen bieten die Möglichkeit, den in Ihrem Mandanten erstellten Benutzern geeigneten Zugriff auf die Automation Hub-Abschnitte und Funktionen zu gewähren. Standardmäßig wird die Rolle Standardbenutzer allen neu erstellten Benutzern zugewiesen. Das System bietet jedoch die Möglichkeit, den Benutzern andere standardmäßige oder angepasste Rollen zuzuweisen. Darüber hinaus bietet die Plattform Optionen, mit denen Sie sichere Benutzerebenen im Mandanten implementieren können, indem Sie die Kontrolle in der Pipeline partitionieren und Zugriffsrechte granular pro Kategorie und Aktionstyp gewähren. Im Wesentlichen können Sie für jedes Benutzerkonto die Ideenkategorien definieren, auf die sie zugreifen können, um ihre Rechte zum Erstellen, Anzeigen, Bearbeiten und Verwalten der Ideen und Komponenten im Automation Hub besser zu steuern.
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.
Wenn Sie von der Plattform aus auf die Seite „Rollen“ zugreifen, können Sie sich auch die beiden Hilfeabschnitte ansehen, die Antworten auf folgende Fragen liefern: Was sind Rollen? und Wie funktionieren die Tabellen? Um sie zu schließen, klicken Sie rechts oben auf das X-Symbol. Nach dem Schließen werden die Abschnitte beim nächsten Zugriff auf die Seite „Rollen“ nicht mehr angezeigt. Um den Abschnitt wieder anzuzeigen, klicken Sie auf das Hilfesymbol.

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.
Standardrollen
Nachfolgend finden Sie eine Tabelle mit den Automation Hub-Standardrollen.
Hinweise:
- Diese Rollen können nicht bearbeitet, deaktiviert oder gelöscht werden, da sie mit der Funktionsweise des Automation Hub zusammenhängen.
- Sie können dem Benutzerkonto mehrere Rollen zuweisen und für jede Rolle die Kategorien definieren, die dem Zugriffstyp entsprechen, den der Benutzer haben soll.
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. |
Berechtigungsmatrix
Automatisierungsideen
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 Idea Profile page based on the categories you have been assigned to. | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() |
Submit an employee-driven idea Access to share ideas through the employee-driven flow. | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() | ||||
Submit CoE-driven idea Access to submit ideas through the CoE-driven flow. | ![]() | ![]() | ![]() | ![]() | ||||||||
Submit a change request | ![]() | ![]() | ||||||||||
Access to All and Review tables to review a new idea | ![]() | ![]() | ![]() | ![]() | ||||||||
Submit the Assessment 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. | ![]() | ![]() | ![]() | |||||||||
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. | ![]() | ![]() | ![]() | |||||||||
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. | ![]() | ![]() | ![]() | |||||||||
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. | ![]() | ![]() | ![]() | |||||||||
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. | ![]() | ![]() | ![]() | |||||||||
View sensitive information from general assessments | ![]() | ![]() | ![]() | ![]() | ||||||||
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. | ![]() | ![]() | ![]() | ![]() | ![]() | |||||||
View sensitive information from Citizen Developer Assessment | ![]() | ![]() | ![]() | ![]() | ||||||||
View sensitive information from Change request assessments | ![]() | ![]() | ![]() | ![]() | ||||||||
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. | ![]() | ![]() | ![]() | ![]() | ||||||||
Publish to the Automation Store Allows you to publish on Automation Store your ready-to-go automation. | ![]() | ![]() | ![]() | |||||||||
Assign a Process Owner Access to assign a Process Owner to an automation idea during the approval process. | ![]() | ![]() | ![]() | ![]() | ||||||||
Archive any Idea Access to change the status of the idea to Archived, hiding it from the Explore Automation page. | ![]() | ![]() | ![]() | |||||||||
Delete any Idea Access to permanently delete the idea and all its related content from the database. | ![]() | ![]() | ![]() | |||||||||
Access the Reports Access to view and download the built-in Reports. | ![]() | ![]() | ![]() | ![]() | ||||||||
Access to Dashboards Access to view and download the built-in Dashboards | ![]() | ![]() | ![]() | ![]() | ||||||||
Access to all Automation Pipeline views View the 5 Automation Pipeline tables: All, Review, Decision Pipeline, Implementation and Live. | ![]() | ![]() | ![]() | ![]() | ||||||||
Download Automations in the Live Phase Allows you to download automations while they are in live phase. | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() |
Komponenten
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. | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() |
Download any published Component Access to download the package of any reusable component displayed in Explore Components. | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() |
Upload a Component Access to the Upload Component option which allows the user to upload a reusable component and submit it for curation. | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() |
View Manage Components page Access to view the list of all reusable components, regardless of their status. | ![]() | ![]() | ![]() | |||||||||
Curate any Component Access to open a component in curation mode, in order to perform the review process. | ![]() | ![]() | ![]() | |||||||||
Delete a Component Access to delete a Component in any Status. Deleting Data | ![]() | ![]() | ||||||||||
Edit any Component Access to edit the information from the component profile page and thus creating a new version. | ![]() | ![]() | ![]() | |||||||||
Archive any components Access to change the status of the component to Archived in order to remove it from the Explorer Components page. | ![]() | ![]() | ![]() |
Administrativ
Wichtig:
Wir empfehlen, beim Zuweisen einer Administratorberechtigung für benutzerdefinierte Rollen vorsichtig zu sein, da die Folgen der zulässigen Aktionen alle Benutzer erheblich beeinträchtigen können.
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. | ![]() | |||||||
Manage Access Access to the Users that contains the options allowing you to view / add / edit / delete the tenant's user accounts. | ![]() | ![]() | ||||||
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. | ![]() | ![]() | ||||||
Manage the Categories Access to the Categories page that contains the options allowing you to add / update / delete the category structure. | ![]() | ![]() | ||||||
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. | ![]() | ![]() | ||||||
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. | ![]() | ![]() | ||||||
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. | ![]() | ![]() | ||||||
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. | ![]() | ![]() | ||||||
Access to Import Pipeline where you can bulk upload automation ideas into the Automation Hub Pipeline. | ![]() | ![]() | ||||||
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. | ![]() | ![]() | ||||||
Access to Audit Logs from where you can view and download Audit Logs. | ![]() | ![]() | ||||||
Manage Insights Integration Access the Insights Connection from where you can view and control status of the Insights integration with Automation Hub. | ![]() | ![]() | ||||||
Manage integrations Access the Jira Integration from where you can edit the integration. | ![]() | ![]() |
Citizen Developer-Automatisierungen
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 view the details of an automation built by the citizen developer. | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() | ![]() | ||
Share an Automation Access to share an automation built using Studio/StudioX, in order to have it reviewed for consumption by a larger audience. | ![]() | ![]() | ![]() | ![]() | ![]() | |||||||
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. | ![]() | ![]() | ![]() | ![]() | ||||||||
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. | ![]() | ![]() | ![]() | ![]() | ||||||||
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. | ![]() | ![]() | ![]() | ![]() | ||||||||
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. | ![]() | ![]() | ![]() |
Updated 26 days ago