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. Select Delete from the right side of the screen. A dialog appears, asking for confirmation. Select 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. Select the 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.