UiPath Task Mining

The UiPath Task Mining Guide

Managing access and roles


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 either groups so that all member accounts inherit them, or to individual accounts.

Roles can include several permissions at either the project level, or at the service level, so there are:

  • project-level roles: these 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: these 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 :

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.
After enough data is collected, Task Mining Admin can trigger a machine learning pipeline in AI Center.
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 / RolesAdministratorProject AdministratorBusiness AnalystRecording User
Create Projects:white-check-mark::x::x::x:
Add service level administrators:white-check-mark::white-check-mark: read-only:x::x:
Rename projects and change description:white-check-mark::white-check-mark::x::x:
Archive Projects:white-check-mark::white-check-mark::x::x:
Delete Projects:white-check-mark::white-check-mark::x::x:
Update project settings:white-check-mark::white-check-mark::x::x:
Start/Stop/Pause recording users:white-check-mark::white-check-mark::x::x:
Run analysis:white-check-mark::white-check-mark::x::x:
Delete Discovery Results:white-check-mark::white-check-mark::x::x:
Remove Roles assignment:white-check-mark::white-check-mark::x::x:
Assign Roles:white-check-mark::white-check-mark::white-check-mark: Only can assign the Business Analyst Role:x:
View project status (Overview page):white-check-mark::white-check-mark::white-check-mark::x:
View project roles:white-check-mark::white-check-mark::white-check-mark::x:
View project settings:white-check-mark::white-check-mark::white-check-mark::x:
View Discovery Results:white-check-mark::white-check-mark::white-check-mark::x:
Contribute data to the project:x::x::x::white-check-mark:

Permission management

Granting permissions to manage or review a project

Granting permissions to a user is done by assigning 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
  1. Select the desired role, and the assign form view is displayed where you can search for an user/email or group.
  1. Select Assign and a message is displayed confirming the role assignation.

Removing users or groups

Removing a project administrator

A Project administrator or a Business analyst role cannot be unassigned from a user. To unassign someone from a project, the user can be deleted only form the respective project by following the steps below:

  1. From the Project page, in the Team tab, select the users needed to be removed.
  1. Select the Delete button from the right side of the screen.
  2. A dialog appears, asking for confirmation on the deleting process. Select Proceed anyway.
  1. The user is now deleted from the project.

Removing a user from a project

To remove a user from a specific project, use the steps below:

  1. From the Project page, in the Team tab, select the user you wish to remove.
  1. Select the Delete button from the right side of the screen, or you can also use the three-dotted menu, from the user actions and select Delete.
  2. A dialog appears, asking for confirmation on the deleting process. Select Delete.
  3. The user is now removed from the project and can be added to another project.

Updated about a month ago

Managing access and roles

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