- Working With Dashboards and Charts
- Working With Process Graphs
- Showing or Hiding the Menu
- Context Information
- Root Cause Analysis
- Sending Automation Ideas to UiPath Automation Hub
- Filters
- Simulating Automation Potential
- Tags
- Due Dates
- Compare
- Export
- Triggering an automation from a process app
- Starting a Task Mining project from Process Mining
Setting up the Users
Introduction
To enable users to work with Process Mining, you must set up the user accounts to define access rights for the different Process Mining components.
User Management Via Automation Cloud
Since Process Mining is a service within Automation Cloud, all users involved in the discovery process need to have an account in Automation Cloud.
To find out how to invite users to Automation Cloud, see Managing Users.
-
The Administrator role does not require a license.
User Management in Process Mining
Administrators can manage access for users to the Process Mining service in the Admin Console. The Assign roles tab displays a list of users and groups with the assigned roles. See the illustration below.
You can assign roles that grant permissions to a specific user or group. Below is an overview of the different roles that are available for Process Mining users.
Role |
Description |
---|---|
Business user |
By default, users that are in the Everyone group have assigned the Business User role. |
Developer |
By default, users that are in the Automation Developers group have assigned the Developer role. |
Administrator |
By default, users that are in the Administrators group have assigned the Administrator role. |
Assigning Roles to Users or Groups
You can assign roles to a new user or group, or you can edit a user or group that is already in the Users & Groups list.
Adding Users and/or Groups
Follow these steps to assign roles to a user or group that is not listed.
New users and/or groups are listed on the Assign roles tab. For each user or group the assigned role or roles are displayed.
Editing Users and/or Groups
Follow these steps to assign different roles for a user or group.
The newly assigned role or roles for the user or group are displayed.
Removing a User or Group
When you remove a user or group, the individual user, or the users that are part of the group do not have access to Process Mining anymore.
Follow these steps to remove a user or group.
Removing Multiple Selected Users or Groups
You can also select multiple users and/or groups from the list and click on the button at the top-right corner to remove users and/or groups in bulk.
Assigning App Permissions to Users or Groups
You can assign app permissions to a new user or group, or you can edit a user or group that is already in the Users & Groups list.
Follow these steps to assign app permissions to a user or group.
- Go to the Assign app permissions tab.
- Add permissions for a user or group.
Follow these steps to grant access to a process app that is not listed.
- Click on +Add an app to open the Add an app panel.
- In the Select app access field start entering the name of the app
- Select the appropriate app permissions for the group or user and click on Save.
Revoking App Access for a User or Group
Follow these steps.
- Go to the Assign app permissions tab.
- Revoke permisions for a user or group.
- Introduction
- User Management Via Automation Cloud
- User Management in Process Mining
- Assigning Roles to Users or Groups
- Adding Users and/or Groups
- Editing Users and/or Groups
- Removing a User or Group
- Removing Multiple Selected Users or Groups
- Assigning App Permissions to Users or Groups
- Revoking App Access for a User or Group