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UiPath Insights

UiPath Insights 指南

授予权限

概述


作为管理员,您可以管理用户和组对 Insights 的访问。此角色独立于任何角色分配。

条件


*Organization Administrator is set by default as Admin in Insights.

  • 只有组织管理员能够通过为项目分配用户和角色来授予对 Insights 和关联角色的访问权限。

用户角色


Insights supports three main roles: Viewer, Designer, and Admin. ROI Viewer and ROI Editor are add-on permissions to the base roles. Viewer is the most common role granted to Insights users.

下表列出了每个角色的权限。

PermissionsAdminDesignerViewerROI Editor (dependent on Designer role)ROI Viewer (dependent on Designer or Viewer role)
Create, edit, delete dashboardsDependent on Designer roleInheritedInherited
View DashboardInheritedInherited
Duplicate DashboardDependent on Designer roleInheritedInherited
Share Dashboard with TenantDependent on Designer roleInheritedInherited
Assign users and groupsInheritedInherited
Configure Custom VariablesInheritedInherited
Configure ROI datasetInheritedInherited
View Business ROI and Business ROI Queues templatesDependent on ROI Viewer role
Copy and edit Business ROI
and Business ROI Queues templates
Dependent on Designer and ROI Editor rolesDependent on ROI Editor role

设计器

A Designer is a user who has edit/copy/create/delete permissions on Insights. Designers may edit dashboards, create new dashboards, make copies of templates to the My Dashboards section, share dashboards with Tenant or copy dashboards shared to Tenant, and delete dashboards. Designers may also set alerts.

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备注:

默认情况下,设计者用户数量限制为 10。如需添加更多设计者用户,请联系我们购买更多设计者用户。
查看者用户数没有限制。

查看者

查看者是指对 Insights 拥有“仅查看”权限的用户。查看者只能查看“UiPath 模板”部分和“租户”部分,而无法创建自己的仪表板。但是,他们可以下载模板或租户仪表板,或计划将其交付。

管理员

管理员是指有权配置 Insights 的用户。管理员具有“用户管理”权限,并且是唯一可以为租户 ROI 数据集输入值并配置自定义变量的管理员。

管理员角色包括查看者权限,并且默认分配给属于管理员组成员的用户。您不得为此组中的用户删除 Insights 的管理员权限。

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备注:

您需要明确向管理员提供设计者权限,以允许管理员编辑或创建仪表板。

相应地,除了管理员角色外,您还需要添加 ROI 查看者和 ROI 编辑者角色,以查看和管理业务 ROI 模板。

ROI 查看者/编辑者

ROI Viewer/Editor are auxiliary permissions. You must add them on to one of the two main permissions, Viewer or Designer, or to Admin. This permission is specifically targeted to control who can see or make copies of the Business ROI and Business ROI Queues templates, as well as access the ROI-related Explores.

分配给 ROI 查看者的用户对业务投资回报率模板具有“仅查看”访问权限。他们可以与仪表板进行交互,但无法将仪表板复制到自己的仪表板(即使具有设计者权限也如此)。要向用户授予 ROI 查看者权限,他们必须具有查看者或设计者角色。

Users assigned to ROI Editor can copy the Business ROI and Business ROI Queues templates into the My Dashboards section. They have access to the Process Manual Values and Queue Manual Values Explores (where the ROI baseline values are stored), which enables them to build new widgets containing the data entered by the admin for the ROI dataset. To grant a user ROI Editor permissions, they must have the Designer role.

管理用户与组


As an Insights administrator, you can manage user and existing group access to Insights. You can assign permissions to groups and we support Active Directory groups, Orchestrator groups, and Automation Suite groups.

分配用户/组

  1. 打开 Insights。
  2. 转到右上角的三点菜单,然后选择“管理访问权限”。
  3. 转到“用户”或“组”选项卡。
  4. 分别单击“添加用户”或“添加组” 。
  5. 在表单字段中搜索用户或组。例如,您可以将访问权限分配给 Everyone 组
  6. 为用户或组分配角色。
    请参阅用户角色
  7. Enter 键以添加用户或组。您可以一次添加多个用户和组。
  8. 单击“保存”以确认您的操作。无需向用户和组发送电子邮件邀请,即可将他们添加到 Insights。
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重要

最多只能向整个帐户中的 10 个用户授予设计者权限。如需更多设计者用户,请联系 UiPath 代表。

编辑用户和组

您可以编辑用户和组的角色。

  1. 打开 Insights。
  2. 转到右上角的三点菜单,然后选择“管理访问权限”。
  3. 转到“用户”或“组”选项卡。
  4. 搜索或选择用户或组,然后分别单击“编辑用户”或“编辑组”。
  5. 编辑角色
  6. 单击“创建”以确认更改。

删除用户和组

  1. 打开 Insights。
  2. 转到右上角的三点菜单,然后选择“管理访问权限”。
  3. 转到“用户”或“组”选项卡。
  4. 搜索或选择要删除的用户或组。
  5. 选择“删除”,然后在以下对话框中确认您的操作。

Folder permissions data restrictions

You can enforce data restrictions at a tenant-level based on the access a user has to Orchestrator folders. With this option enabled, Insights users only have access to data associated with the Orchestrator folders they have permissions to.

To restrict user access based on the Orchestrator folders, navigate to Manage Access and enable the Folder Permissions Restrictions toggle. The restrictions apply to both users and groups. This feature impacts users on the entire tenant—if you enable it, all users' data will be restricted. If you don't enable it, all users will continue to have access to the entire tenant's data.

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Known Limitations

  1. Folder Permissions Data Restrictions will not apply to the processes and queues shown in the ROI Dataset. As admins are the only users with permissions to access the ROI Dataset, they will remain the only users with access to the full list. The data model that users access will reflect the restrictions.

  2. Folder Permissions Data Restrictions will not apply to the configuration of custom variables from processes and queues shown in the ‘Configure Custom Variables’ page. As admins are the only users with permissions to access the configuration page, they will remain the only users with access to the full list. The data model will reflect only the custom variables that correspond to the folder users have access to.

9 天前更新


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