- Getting started
- Balance
- Clusters
- Concept drift
- Coverage
- Datasets
- General fields (previously entities)
- Labels (predictions, confidence levels, hierarchy, etc.)
- Models
- Streams
- Model Rating
- Projects
- Precision
- Recall
- Reviewed and unreviewed messages
- Sources
- Taxonomies
- Training
- True and false positive and negative predictions
- Validation
- Messages
- Administration
- Manage your account
- User permissions explained
- Maintenance
- Manage sources and datasets
- Understanding the data structure and permissions
- Create a data source in the GUI
- Uploading a CSV file into a source
- Create a new dataset
- Multilingual sources and datasets
- Enabling sentiment on a dataset
- Amend a dataset's settings
- Delete messages via the UI
- Delete a dataset
- Export a dataset
- Using Exchange Integrations
- Preparing data for .CSV upload
- Model training and maintenance
- Understanding labels, general fields and metadata
- Label hierarchy and best practice
- Defining your taxonomy objectives
- Analytics vs. automation use cases
- Turning your objectives into labels
- Building your taxonomy structure
- Taxonomy design best practice
- Importing your taxonomy
- Overview of the model training process
- Generative Annotation (NEW)
- Dastaset status
- Model training and annotating best practice
- Training with label sentiment analysis enabled
- Train
- Introduction to Refine
- Precision and recall explained
- Precision and recall
- How does Validation work?
- Understanding and improving model performance
- Why might a label have low average precision?
- Training using Check label and Missed label
- Training using Teach label (Refine)
- Training using Search (Refine)
- Understanding and increasing coverage
- Improving Balance and using Rebalance
- When to stop training your model
- Using general fields
- Generative extraction
- Using analytics and monitoring
- Automations and Communications Mining
- Licensing information
- FAQs and more
User permissions explained
User permissions required: View users OR Modify users.
Below is an overview of the different user permissions in the platform and a description of what each permission empowers the user to do. Permissions are granted at the project level, so it's likely users will have and require different permissions for different projects, depending on their role.
To be able to view the different permissions they or others have, users will need the View users or Modify users permissions. These permissions can be viewed in the Projects page.
Permission type |
Description |
Sources permissions | refer to the data uploaded by your company for analysis |
Datasets permissions | give access to datasets, which are named collections of labels, general fields and training data |
Streams permissions | give access to streams, which allow actions to be taken on newly ingested data |
Users permissions | allow individuals to view and/or modify users in their projects |
Buckets permissions* | give access to buckets, which are containers of raw data items that you can upload |
Integration permissions* | give access to integrations, which allow connecting other services to the platform |
Utility permissions* | includes any permissions which don’t fit into any of the other categories |
Role | Permissions | Description |
CM Tenant Admin |
Tenant - Tenant admin Tenant - Read audit logs Quotas Write (implicit, not shown in the UI). Sources - View sources Sources - View sensitive data Sources - Edit messages Sources - Sources admin Datasets - View labels Datasets - Modify datasets Datasets - Modify dashboards Datasets - Review and label Datasets - Model admin Datasets - Datasets admin Datasets - Export datasets Streams - View streams Streams - Modify streams Streams - Consume streams Streams - Streams admin Users - View users Users - Modify users Buckets - View buckets Buckets - Add/remove buckets Buckets - Upload data to buckets Integrations - View integrations Integrations - Modify integrations Utility - Upload files Utility - Read appliance configs Utility - Write appliance configs Alerts - View Alerts Alerts - Alerts Admin | Communications Mining Tenant Administrator. Has all the permissions. |
CM Project Admin |
Sources - View sources Sources - View sensitive data Sources - Edit messages Sources - Sources admin Datasets - View labels Datasets - Modify datasets Datasets - Modify dashboards Datasets - Review and label Datasets - Model admin Datasets - Datasets admin Datasets - Export datasets Streams - View streams Streams - Modify streams Streams - Consume streams Streams - Streams admin Users - View users Users - Modify users Buckets - View buckets Buckets - Add/remove buckets Buckets - Upload data to buckets Integrations - View integrations Integrations - Modify integrations Utility - Upload files Utility - Read appliance configs Utility - Write appliance configs Alerts - View Alerts Alerts - Alerts Admin | Can manage everything within a project: users, integrations, sources, datasets, models, streams and alerts. Cannot create or delete projects. |
CM Model Trainer |
Sources - View sources Sources - View sensitive data Datasets - View labels Datasets - Modify datasets Datasets - Review and label Datasets - Models admin Streams - View streams Integrations - View integrations Alerts - View Alerts | Can view everything within a project, review and label data,
update dataset settings and pin model versions.
Cannot create or delete datasets. |
CM Developer |
Sources - View sources Sources - Edit messages Sources - Sources admin Datasets - View labels Datasets - Export datasets Datasets - Model admin Streams - View streams Streams - Consume streams Streams - Modify Streams Streams - Streams Admin Buckets - View buckets Buckets - Upload data to buckets Integrations - View integrations Integrations - Modify integrations Utility - Read appliance configs Utility - Write appliance configs Alerts - View alerts | Can view everything within a project, upload / export data,
configure integrations, pin models versions, manage streams and
consume predictions from them.
Cannot review and label data or create / update / delete datasets or alerts. |
CM Viewer |
Sources - View sources Datasets - View labels Streams - View streams Integrations - View integrations Alerts - View alerts | Can view everything within a project.
Cannot create, update or delete anything. |
CM Analyst |
Sources - View sources Datasets - View labels Datasets - Modify dashboards Streams - View streams Integrations - View integrations Alerts - View alerts Alerts - Alerts admin | Can view everything within a project and can create, update and
delete dashboards and alerts.
Cannot:
|
Permission Type | User 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 the Communications Mining platform automatically. |
Sources | View sources1 | View Sources and the messages they contain. This is required to view individual messages on the platform*. |
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. |
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 | View information on the other users in this user's projects. |
Users |
Modify users 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 | 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 |
*) To view any data related to a Source, Dataset or Message in the platform both ‘View Sources’ and ‘View Labels’ permissions are required (or their parent permissions)
**) 'Triggers' have been renamed to 'Streams' in the platform, to better reflect their functionality.