task-mining
2023.4
false
  • Release notes
    • 2023.4.8
    • 2023.4.7
    • 2023.4.6
    • 2023.4.5
    • 2023.4.4
    • 2023.4.3
    • 2023.4.2
    • 2023.4.1
    • 2023.4.0
  • Getting started
  • Setup and configuration
  • Unassisted Task Mining
    • Introduction
    • Project management
    • Installing the recorder
    • Best practices
  • Additional resources
Task Mining
Automation CloudAutomation Cloud Public SectorAutomation Suite
Last updated Aug 14, 2024

Managing access and roles

Overview

Roles are a collection of permissions and represent a more granular layer for managing user access, following the broader option of maintaining access through groups. You can add roles to groups (so that all member accounts inherit them) or to individual accounts.

There are two types of roles, depending on their permissions:

  • project-level roles: control the permissions that accounts have on specific projects; they're available in Task Mining by default and you cannot change them, nor can you add new ones;
  • service-level roles: control the access rights and actions that accounts can perform in each UiPath® service you own; they're managed from within each service and can include default roles that you cannot change, as well as custom roles that you create and manage in the service.

Roles in projects

In a project, the following Roles can be set for users or groups :

Permission

Rights

Business Analyst

  • Can view the project tab, but have no edit right to rename/archive/edit any project.
  • Can select any project and will have access only to the Discovery results tab to review the results.
  • Has full edit right in visualizer to edit tasks, steps, and actions.
  • Does not have access User Management tab to add any users to Task Mining service.
  • Assign another Business Analyst to TM projects.
  • Export traces from Discovery results.

Project Administrator

  • Can access Task Mining to create projects, configure settings, and invites Task Mining users to different projects.
  • Can monitor the recording status of projects.
  • Can review the analysis results.
  • Can add any missing members to the same service (only if the member has been previously invited to the cloud platform as Automation User and has accepted the invite).

Recording User

  • Sign into the Task Mining desktop application.
  • Can record data.
  • Can upload data to the Task Mining project.

Permission matrix

Permissions / Roles

Administrator

Project Administrator

Business Analyst

Recording User

Create Projects

Yes

Yes

No

No

Add service level administrators

Yes

Yes, read-only

Yes

Yes(only assigned projects)

Rename projects and change description

Yes

Yes

No

No

Archive Projects

Yes

Yes

No

No

Delete Projects

Yes

Yes

No

No

Update project settings

Yes

Yes

No

No

Start/Stop/Pause recording users

Yes

Yes

No

No

Run analysis

Yes

Yes

No

No

Delete Discovery Results

Yes

Yes

No

No

Remove Roles assignment

Yes

Yes

No

No

Assign Roles

Yes

Yes

Yes, can only assign the Business Analyst Role

No

View project status (Overview page)

Yes

Yes

Yes

No

View project roles

Yes

Yes

Yes

No

View project settings

Yes

Yes

Yes

No

View Discovery Results

Yes

Yes

Yes

No

Contribute data to the project

No

No

No

Yes

Permission management

Granting permissions to manage or review a project

Grant permissions to a user by assigning them a role in a specific project. To do this, follow the steps below:

  1. From the Project page, in the Team tab, select Assign role.



  2. Select the desired role, and the assign form view is displayed where you can search for an user/email or group.



  3. Select Assign. A message confirms the role assignation.

Removing users or groups

Removing a project administrator

The Project administrator and Business analyst roles cannot be unassigned from a user. To delete someone from a project, follow the steps below:

  1. From the Project page, in the Team tab, select the users to be deleted.



  2. Click Delete from the right side of the screen. A dialog appears, asking for confirmation. Click Proceed anyway.

  3. The user is now deleted from the project.



Removing a user from a project

To delete a user from a specific project, follow the steps below:

  1. From the Project page, in the Team tab, select the user you wish to remove.



  2. Click Delete button from the right side of the screen, or use the three-dotted menu, from the user actions and select Delete. A dialog appears, asking for confirmation on the deleting process.

  3. Select Delete. The user is now removed from the project and can be added to another project.

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