Managing access

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

Roles and their underlying permissions

This section contains an overview of the different roles and the underlying permissions they grant in the UiPath® IXP service.

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
IXP Service Admin	Audit Log - Read Tenant - Manage	Grants full rights to the IXP service.
IXP 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.
IXP 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.
IXP 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.
IXP 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.
IXP 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.

Managing user and group roles (Automation Cloud)

Important: Until all existing tenants are migrated to the new RBAC experience, you will still have the manage access experience as presented in the Managing projects documentation.

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 IXP, 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.