Managing access (Automation Cloud)

This section addresses to Automation Cloud users and contains information on how to manage your access in the Communications Mining service.

Roles and their underlying permissions (Automation Cloud)

This section contains an overview of the different roles and the underlying permissions they grant in the Communications Mining platform.

In the Manage Access tab from the Administration page, you can assign roles to specific users. Each role comes with a predefined set of permissions, so you cannot assign individual permissions. Instead, you must assign the main role, which includes all associated permissions.

Note: All users can view other users in projects and tenants, but only administrators can modify users.

The following table contains a list of all roles and permissions, as well as a description of each role:

Role	Permissions	Role description
CM Service Admin	Audit Log - Read Tenant - Manage	Grants full rights to the Communications Mining platform.
CM Project Admin	Alert - Write Appliance Configuration - Write Bucket - Append Bucket - Write Comment - Manage Dataset - Export Dataset - Manage Integration - Write Source - Manage Stream - Consume Stream - Manage	Allows you to manage everything within a project such as users, integrations, sources, datasets, models, streams, and alerts. You cannot create or delete projects.
CM Model Trainer	Alert - Read Dataset - Review Dataset - Write Integration - Read Source - ReadSensitive Stream - Read	Allows you to view everything within a project. You can also review and label data, update dataset settings, and pin model versions. You cannot create or delete datasets.
CM Developer	Alert - Read Appliance Configuration - Write Bucket - Append Bucket - Read Comment - Manage Dataset - Export Integration - Write Model - Manage Source - Manage Stream - Consume Stream - Manage	Allows you to view everything within a project, upload or export data, configure integrations, pin models versions, manage streams, and consume predictions from them. You cannot review and label data. Also, you cannot create, update, or delete datasets or alerts.
CM Viewer	Alert - Read Dataset - Read Integration - Read Source - Read Stream - Read	Allows you to view everything within a project. You cannot create, update or delete anything.
CM Analyst	Alert - Write Dashboard - Write Dataset - Read Integration - Read Source - Read Stream - Read	Allows you to view everything within a project and can create, update, and delete dashboards and alerts. You cannot import, export, or review and label data. Also, you cannot modify or consume streams, or set up integrations.

Note: Since permissions are granted at the project level, users might need different permissions for different projects.

Permissions (Automation Cloud)

Note: The Modify users, View users, and Upload file permissions are deprecated because they are no longer required as standalone permissions outside of the available roles.

In the Manage Access tab from the Administration page, you can assign roles to specific users. Each role comes with a predefined set of permissions, so you cannot assign individual permissions. Instead, you must assign the main role, which includes all associated permissions.

Permission type	Permission	Permission description
Service (only non-project)	Tenant admin	Create, modify, and delete projects and users for a tenant. Additionally, all admins on UiPath® Cloud also receive this permission in Communications Mining automatically.
Sources	View sources	View sources and the messages they contain. This is required to view individual messages on the platform. Note: To view any data related to a source, dataset, or message in the platform both View Sources and View Labels, or their parent roles, are required.
Sources	View sensitive data Grants View sources	View any user properties which have been marked as sensitive, in addition to others.
Sources	Edit messages	Create, update and delete messages in a source via the API
Sources	Sources admin Grants View sensitive data	Create, modify and delete sources. Source creation must be done via the API.
Sources	Create translated sources	Create sources (via the API) which are automatically translated into English.
Datasets	View labels	View pinned and predicted labels on the user's datasets. This is required to view individual messages on the platform. Note: To view any data related to a source, dataset, or message in the platform both View Sources and View Labels, or their parent roles, are required.
Datasets	Modify datasets Grants View labels	Update a dataset's properties: e.g. its description, sources and general fields. Enable Quality of Service and Tone analysis.
Datasets	Review and label Grants View labels	Create, edit, and delete labels, and pin them to messages in the user's datasets. Add pre-trained labels.
Datasets	Datasets admin Grants Modify datasets and Review and label	Create and delete datasets. Pin trained models for use in streams.
Datasets	Modify dashboards	Create, edit and delete dashboards within datasets.
Datasets	Export datasets	Export datasets via the UI
Streams	View streams	View streams and their configuration
Streams	Modify streams	Update a stream's properties: e.g. its description and filter.
Streams	Consume streams	Fetch and advance the output of a stream.
Streams	Streams admin Grants View streams and Modify streams	Create, modify and delete streams.
Users	View users (deprecated)	View information on the other users in this user's projects.
Users	Modify users(deprecated) Grants View users	Modify other users' permissions and projects
Buckets	View buckets	View information on raw data buckets
Buckets	Add/remove buckets	Add or remove raw data buckets
Buckets	Upload data to buckets	Upload data to buckets
Integrations	View integrations	View information on external integrations
Integrations	Modify integrations	Add or remove integrations with external services
Alerts	View alerts	View alerts, and issues raised by them.
Alerts	Alerts admin	Create, modify and delete alerts.
Utility	Upload files (deprecated)	Upload files to the Communications Mining server via the web UI
Utility	Read appliance configs	Fetch appliance configs
Utility	Write appliance configs	Upload new or replace existing appliance configs

Managing user and group roles

Note: You must have either the Service Admin role or the Project Admin role assigned to manage user and group roles.

To manage roles, proceed as follows:

1. Once you log into Communications Mining, select the gear icon.
2. Select the Manage Access tab in the Administration page.
3. Start managing roles in the Service or Project sections, depending on what roles you have.

Viewing available roles

To view the available roles for a specific scope, either a tenant or a project, proceed as follows:

1. Go to the Manage Access tab.
2. Select either Service or a specific project.
3. Select the Roles tab.

To view the permissions that each role grants, select the eye icon for a specific role. For more details, check Roles and permissions.

Adding a user or group to a project

To add a user or Automation Cloud group to a project, you need to assign them a role. For more details on adding users to Automation Cloud groups, check Managing access in the Automation Cloud.

To add users or Automation Cloud groups to a project, proceed as follows:

1. Go to the Manage Access tab, and select a project.
2. Select Assign role under the Role assignments tab.
3. In the Names field of the Assign roles side panel, enter the names of the users or groups you want to assign roles to.
4. Select a name from the drop-down list, where all available users and groups in the tenant are displayed.
5. In the Roles field, select from the drop-down list the roles you want to assign.
6. Select Assign.

Note:

• The Organization Administrator role - can update role assignments at the service level or in any project for any users in the tenant.
• The Project Administrator role - can update role assignments in any project where they have this role.
• The Service Administrator role - can update role assignments at the service level.

Figure 1. The project-level Role assignments tab

Figure 2. The project-level Assign roles side panel

Assign service roles to a user or group

To assign service roles to a user or group, proceed as follows:

1. Go to the Manage Access tab, and select a project.
2. Select Assign role under the Role assignments tab.
3. In the Names field of the Assign roles side panel, enter the names of the users or groups you want to assign roles to.
4. Select a name from the drop-down list, where all available users and groups in the tenant are displayed.
5. In the Roles field, select from the drop-down list the roles you want to assign.
6. Select Assign.

Note:

• The Organization Administrator role - can update role assignments at the service level or in any project for any users in the tenant.
• The Project Administrator role - can update role assignments in any project where they have this role.
• The Service Administrator role - can update role assignments at the service level.

Figure 3. The service-level Role assignments tab

Editing or removing existing role assignments

To edit or remove any existing role assignments, proceed as follows:

1. In the Manage Access tab, select Service or a specific project.
2. Select the Role assignments tab to locate the user or group whose role you want to update or remove.
3. Select the ellipsis for the user or group you want to edit or remove.
4. Select Edit or Remove, depending on the case.
   1. Edit - allows you to add additional roles to the user or group, or remove existing ones.
   2. Remove - removes the user or group from the project. A warning pop-up appears, which states the action is permanent. Next, select the Remove button in the warning pop-up to confirm the deletion.

Access control for group-based project roles (Automation Cloud)

When you assign project roles to groups, the users part of those groups can access any projects the groups are added to. This means the users can view the data within those projects, which might not be appropriate for a large group of users, especially in regulated industries. For more details, check Understanding the data structure and permissions.

Access control for single sign-on (SSO)

As a best practice, when you use single sign-on (SSO), segregate groups at relevant and appropriate access levels. For example, if only a limited set of users should access a specific project, create per-project groups to provision access to that project. Otherwise, unauthorized people might access the data.

Note:

If strict segregation is required and data must not be shared across teams, consider using a separate Automation Cloud tenant.

Access control for Automation Cloud groups

When you use Automation Cloud groups, determine if everyone in the group should have access to the project data. This ensures that you only grant access to the right people and maintain proper data security.