# Managing access (legacy)

> :::important
The **View users**, **Modify users**, and **Upload files** permissions have been deprecated following the migration to the new RBAC experience. For more details, check [Role-based access control (RBAC)](https://docs.uipath.com/ixp/automation-cloud/latest/cm-user-guide/manage-access#role-based-access-control-(rbac)).
:::

## Roles and their underlying permissions (legacy)

:::important
The **View users**, **Modify users**, and **Upload files** permissions have been deprecated following the migration to the new RBAC experience. For more details, check [Role-based access control (RBAC)](https://docs.uipath.com/ixp/automation-cloud/latest/cm-user-guide/manage-access#role-based-access-control-(rbac)).
:::

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

### Permission types

Define the level of access granted to users for specific actions or resources.

|  |  |
| --- | --- |
| **Permission type** | **Description** |
| Sources permissions | Refer to the data your company uploaded for analysis. |
| Datasets permissions | Grant access to datasets (i.e. named collections of labels), general fields and training data. |
| Streams permissions | Grant access to streams, which allow you to take actions on newly ingested data. |
| Users permissions (deprecated) | Allow you to view and/or modify users in their projects. |
| Buckets permissions | Grant access to buckets, which are containers of raw data items that you can upload. |
| Integration permissions | Grant access to integrations, which allow you to connect other services to the platform. |
| Utility permissions | Include any permissions which do not belong to any of the other categories. |

:::note
Buckets, integration, and utility permissions are typically only granted to programmatic users such as development engineers. In addition, these permissions are not required for the daily use of the platform.
:::

### Permissions (Legacy)

 <colgroup>
  <col/>
  <col/>
  <col/>
 </colgroup>
 
  
    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&reg; Cloud also receive this permission in the Communications Mining platform 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 dataGrants 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 adminGrants 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 datasetsGrants 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 labelGrants View labels 
    Create, edit, and delete labels, and pin them to messages in the user's datasets. Add pre-trained labels. 
  
  
    Datasets 
    Datasets adminGrants 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 adminGrants 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&trade; server via the web UI 
  
  
    Utility 
    Read appliance configs 
    Fetch appliance configs 
  
  
    Utility 
    Write appliance configs 
    Upload new or replace existing appliance configs 
  
 

**) Triggers have been renamed to Streams in the platform, to better reflect their functionality.

### Legacy roles

This section contains a complete list of the legacy roles:
:::note
Legacy roles are only required for migrating to the new RBAC experience, and will be deprecated once AuthZ supports custom roles. Therefore, make sure you use non-legacy roles instead. For more details, check [Migrating to the new RBAC experience](https://docs.uipath.com/ixp/automation-cloud/latest/cm-user-guide/manage-access#migrating-to-the-new-rbac-experience).
:::

* **Alerts - Read** - View alerts and issues raised by them.
* **Alerts - Manage** - Create, modify, and delete alerts.
* **Appliance Configs - Read** - Fetch appliance configs.
* **Appliance Configs - Write** - Upload new or replace existing appliance configs.
* **Buckets - Upload** - Upload items to raw data buckets.
* **Buckets - Download** - Download items from raw data buckets.
* **Buckets - Read** - View information on raw data buckets.
* **Buckets - Manage** - Add or remove raw data buckets.
* **Documents - Manage** - Create, update, and delete messages in a source via the API or the UI, including CSV upload.
* **Dashboards - Manage** - Create, edit, and delete dashboards within datasets.
* **Datasets - Manage** - Create and delete datasets. Grants all other dataset permissions except **Export Datasets**.
* **Datasets - Export** - Export datasets via the user interface.
* **Datasets - Model Admin** - Pin and unpin trained models and update their tags.
* **Datasets - Read** - View annotated and predicted labels on the user’s datasets. Required to view individual messages on the platform.
* **Datasets - Review** - Create, edit, and delete labels, and pin them to messages in the user’s datasets.
* **Datasets - Write** - Update a properties of a dataset, including sources, general fields, and models.
* **Files - Upload** - Upload files to the Communications Mining™ server via the web user interface.
* **Integrations - Read** - View information on external integrations.
* **Integrations - Manage** - Add or remove integrations with external services.
* **Sources - Manage** - Create, modify, and delete sources.
* **Sources - Read** - View sources and the messages they contain. Required to view individual messages on the platform.
* **Sources - Read Sensitive** - View any user properties which have been marked as sensitive, in addition to others.
* **Legacy Streams Manage** - Create, modify, and delete streams.
* **Legacy Streams Consume** - Fetch and advance the output of a stream.

## Updating roles and permissions (legacy)

:::note
You must have the **Tenant Admin** or **Modify users** permissions assigned to update the roles and permissions of a user.
:::
:::note
* Automation Cloud organization administrators are
automatically granted the **CM Tenant Admin** role. This role cannot be removed without removing their organization admin role.
* The project administrator receives all the roles
in a project, and can distribute the roles to all the users. You can only assign to a user the roles and permissions that you already have. You need the administrator of your project to first assign other permissions to you.
:::

### Updating the project roles and permissions of a user

:::note
The project owner is granted all the roles in a project. Project owners can distribute the roles to all the users.
:::

To edit the project roles of another user and assign them permissions, proceed as follows:

1. Log into Communications Mining**™**, and go to the **Manage Access** tab.
2. Select a project from the **All projects** drop-down list.
3. Select any permission in the **Project Permissions** column for the user you want to update the permissions.
4. Select or deselect the roles you want to assign in the **Project-specific permissions** sidepanel.

   ![docs image](https://dev-assets.cms.uipath.com/assets/images/ixp/ixp-docs-image-453251-3584cde6.webp)

Administrator permissions appear shaded in a darker colour, and automatically grant other permissions:

   ![docs image](https://dev-assets.cms.uipath.com/assets/images/ixp/ixp-docs-image-453264-726b8904.webp)

:::note
If you had the **Modify Datasets** permission assigned before, or you currently have **Dataset Admin** assigned, you are automatically granted the new **Modify Dashboards** permission.
:::

### Updating the global roles and permissions of a user

To grant tenant administrator permissions to another user, proceed as follows:

1. Log into Communications Mining™, and go to the **Manage Access** tab
2. Select a project from the **All projects** drop-down list.
3. Select **CM Tenant Admin** in the **Global Permissions** column.

   ![docs image](https://dev-assets.cms.uipath.com/assets/images/ixp/ixp-docs-image-431703-9a1546fe.webp)
4. Select **CM Tenant Admin** to grant the tenant administrator permission.

   ![docs image](https://dev-assets.cms.uipath.com/assets/images/ixp/ixp-docs-image-455228-1059f624.webp)

## Creating a new user (non-Automation Cloud admins)

:::note
If you are a Communications Mining™ administrator (non-Automation Cloud admin), you must have the **Modify users** permissions assigned to create a new user in Communications Mining.
:::

1. Log into Communications Mining, and select the gear icon to access the **Administration** page.
2. Go to the **Manage Access** tab.
3. Select the **All Projects** drop-down list, and select the project you want to add the new user to from the dropdown menu.
4. Select **New user** to create a new user.
   :::note
   If you are part of multiple projects with different members in them, the **Add a user** modal is displayed.
   :::

Add user modal![docs image](https://dev-assets.cms.uipath.com/assets/images/ixp/ixp-docs-image-322249-c9089282.webp)
5. Select **Create user**
   :::note
   If you are part of one or more projects with the same members, the platform skips the **Create user** step, and displays the **Create a new user** modal instead.
      :::

Create new user modal![docs image](https://dev-assets.cms.uipath.com/assets/images/ixp/ixp-docs-image-323114-1c688f10.webp)
6. Fill in the required fields, which are describes as follows:
   * **Username** - the username of the new user.
   * **Email** - the company email of the new user.
   * **Send welcome email** - the user will receive a welcome email that enables it to finish setting up its new account.
7. Select **Create user**.

## Deleting or removing a user (legacy)

:::note
You must have the **Modify users** permissions assigned to delete or remove the roles and permissions of a user.
:::

:::note
To permanently delete a user, make sure you have access to all projects as the user, and have the **Modify users** permission assigned to each project. Otherwise, an error message is displayed when you attempt to delete them.
:::

To remove, or to completely delete, a user from a project, proceed as follows:

* Go to the **Manage Access** tab.
* Select the ellipsis for the user you want to remove or delete.
* Select **Remove from project**.
* Select **Confirm** to remove the user, or, for non-Automation Cloud users, to completely delete the user.

  ![Remove user](https://dev-assets.cms.uipath.com/assets/images/ixp/ixp-remove-user-322793-8433708c.webp)

  ![docs image](https://dev-assets.cms.uipath.com/assets/images/ixp/ixp-docs-image-421282-fcb1fe9e.webp)
