User Management via Automation Cloud

Because Task Mining is a service within Automation Cloud please take into account that all the 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 the Managing Users page.

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Rights in Task Mining

It is recommended to assign only User rights from Automation Cloud Portal, and if needed, add Process SME and Admin rights from the Task Mining User management.

User Management via Task Mining

You can set access for users only for Task Mining service and not the full Automation Cloud services by using the User management feature.

The Users tab displays a list of users with email addresses, assigned roles, and assigned projects.
In the Manage Access tab, a list of Users/Groups and permissions is displayed. Here, you can add permissions to a specific user or group.

The following Permissions can be added:

Managing Permissions in Ai Center

Task Mining relies on AICenter to store the recorded data and run the ML Pipelines to generate discovery results. To operate Task Mining projects successfully, the following permissions need to be applied in Orchestrator at the tenant level.

Required Permissions

To learn more about permissions in AICenter, review the AICenter permissions guidance.

Admin

This grants Task Mining administrators the ability to create and manage the lifecycle of AICenter projects and run ML pipelines.

• ML Logs: View
• ML Packages: View, Edit, Create, Delete
• ML Skills: View

Process SME

This grants Task Mining subject matter experts the ability to review discovery results including screenshots.

• ML Logs: View
• ML Packages: View
• ML Skills: View

Recording User

This grants Task Mining users the ability to upload recorded data to AICenter.

• ML Packages: View

How to grant AICenter permissions in Orchestrator

To assign AICenter permissions, you must first create a tenant role in Orchestrator. To create the role go to Orchestrator > Tenant > Manage Access > Roles > Add a new role > Add a tenant role

Name the role and then select the appropriate permissions from the list above. Click the 'Create' button.

Once created, the role should be applied to all the users in your study. This can be done within the 'Manage Access' section in the Orchestrator Tenant view. Roles can be assigned to individual users or to a group.