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Default Roles - Automation Cloud latest
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Orchestrator User Guide
Last updated Nov 28, 2023

Default Roles

This page displays the permissions included for each default role in Orchestrator.

You can view and edit the permissions for each role from the Roles page by clicking the More Actions icon on the right end of a row.

If a role cannot be edited, you have the option to duplicate and customize it as a new role instead (not available for mixed roles).

Administrator Role

A role that has all tenant- and folder-level permissions.

This is a mixed role and includes both tenant and folder permissions. With mixed roles, for a global operation, only the user's tenant permissions are taken into consideration; for a folder-specific operation, if a custom role is defined, folder permissions are applied in favor of any tenant permissions present.

It includes the following permissions, which cannot be changed.

Tenant Permissions

Folder Permissions

Robot Role

All permissions required to execute processes in classic folders.

This is a mixed role and includes both tenant and folder permissions. With mixed roles, for a global operation, only the user's tenant permissions are taken into consideration; for a folder-specific operation, if a custom role is defined, folder permissions are applied in favor of any tenant permissions present.

Note: As robot accounts can write logs without the explicit assignment of the Create permission on Logs, Orchestrator skips the check on this permission.

By default, the role has the following permissions, which can be changed.

Tenant Permissions

Folder Permissions

Personal Workspace Administrator Role

This is a folder role and it includes the following permissions by default, which cannot be edited.

Standard Roles for Modern Folders

The following roles are pre-configured with the permissions for the tenant level or the folder level that are required to work in modern folders.

These roles cannot be changed, but you can duplicate and customize them as a new role if needed.

Below you can see the permissions granted for each standard role.

Orchestrator Administrator

The equivalent of the Administrator role, with tenant-level permissions granted. Assign at the tenant level to those users, if any, that are delegated the management of all tenant entities.

This is a tenant role and includes the following permissions by default, which cannot be changed.

Allow to Be Folder Administrator

A role with the minimum tenant-level permissions needed to manage their own folders and subfolders.

Accounts that have the Allow to be Folder Administrator tenant role should also have the Folder Administrator folder role assigned to them at the folder level.

This is a tenant role and includes the following permissions by default, which cannot be changed.

Folder Administrator

A user with the minimum folder-level permissions needed to manage their own folders and subfolders.

Accounts that have the Folder Administrator folder role should also have the Allow to be Folder Administrator tenant role assigned to them at the tenant level.

This is a folder role and includes the following permissions by default, which cannot be changed.

Allow to Be Automation User

A user with the minimum tenant level permissions needed to execute processes from Assistant.

Accounts that have the Allow to be Automation User tenant role should also have the Automation User folder role assigned to them at the folder level.

This is a tenant role and includes the following permissions by default, which cannot be changed.

Automation User

A user with the minimum folder level permissions needed to execute processes from Assistant.

We recommend that accounts that have the Automation User folder role also have Allow to be Automation User tenant role assigned to them at the tenant level.

This is a folder role and includes the following permissions by default, which cannot be changed.

Allow to be Automation Publisher

A user who can publish processes to Orchestrator.

This role can be assigned on top of Allow to be Automation User to allow a user to both publish and execute a process.

Accounts that have the Allow to be Automation Publisher tenant role should also have the Automation Publisher folder role assigned to them at the folder level.

This is a tenant role and includes the following permissions by default, which cannot be changed.

Automation Publisher

A user who can publish processes to Orchestrator.

This role can be assigned on top of Automation User to allow a user to both publish and execute a process.

Accounts that have the Automation Publisher folder role should also have Allow to be Automation Publisher tenant role assigned to them at the tenant level.

This is a folder role and includes the following permissions by default, which cannot be changed.

Allow to be Automation Developer

A user who creates automation projects, but does not have direct access to complex and expensive resources, such as storage buckets.

Accounts that have the Allow to be Automation Developer tenant role should also have the Automation Developer folder role assigned to them at the folder level.

This is a tenant role and includes the following permissions by default, which cannot be changed.

Automation Developer

A user who creates automation projects, but does not have direct access to complex and expensive resources, such as storage buckets.

Accounts that have the Automation Developer folder role should also have the Allow to be Automation Developer tenant role assigned to them at the tenant level.

This is a folder role and includes the following permissions by default, which cannot be changed.

Solutions Administrator

A user who can create, edit, and delete solution packages and manage solution deployments.

This is a tenant role and includes the following permissions by default, which cannot be changed.
Solutions administrator role with all options selected for the Solution deployments and Solution packages permissions

Solutions Contributor

A user who can view, edit, and create solution packages and package versions.

This is a tenant role and includes the following permissions by default, which cannot be changed.
Solutions Contributor role with the View, Edit, and Create options selected for the Solution packages permission
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