创建自定义角色

Apart from the default Document Understanding roles, you can also create and manage custom roles. Adapting custom roles to specific needs and permissions helps align them with organizational requirements.

Custom roles are available at both the tenant level, and the project level.

租户级别角色

租户级角色可以授予以下权限：

Table 1. Standard permissions

权限类型	权限	描述
Authorization / Action	读取	Read allows the users to read the actions or permissions when creating a custom role or when viewing a role.
Authorization / Role	读取	View all roles.
Authorization / Role	更新	Update custom roles.
Authorization / Role	创建	Create custom roles.
Authorization / Role	删除	Delete custom roles.
Authorization / Role Assignment	读取	View all existing role assignments.
Authorization / Role Assignment	更新	Update existing role assignments.
Authorization / Role Assignment	创建	Create new role assignments.
Authorization / Role Assignment	删除	Delete existing role assignments.
Document Understanding - Tenant Settings	读取	Read Document Understanding tenant-level settings.
Document Understanding - Tenant Settings	更新	Update Document Understanding tenant-level settings.
Document Understanding - Tenant Settings	创建	Create Document Understanding tenant-level settings.

Table 2. Additional permissions

权限类型	权限	描述
Authorization / Role Assignment	Export role assignment data	Export role assignment data from the user interface.

项目级别的角色

项目级角色可以授予以下权限：

Table 3. Custom role project-level permissions

权限类型	权限	描述
Authorization / Action	读取	Read allows the users to read the actions or permissions when creating a custom role or when viewing a role.
Authorization / Role	读取	View all roles.
Authorization / Role	更新	Update custom roles.
Authorization / Role	创建	Create custom roles.
Authorization / Role	删除	Delete custom roles.
Authorization / Role Assignment	读取	View all existing role assignments.
Authorization / Role Assignment	更新	Update existing role assignments.
Authorization / Role Assignment	创建	Create new role assignments.
Authorization / Role Assignment	删除	Delete existing role assignments.
Document Understanding - Classifier	读取	View all classifiers.
Document Understanding - Classifier	更新	Update classifiers.
Document Understanding - Classifier	创建	Create classifiers.
Document Understanding - Classifier	删除	Delete classifiers.
Document Understanding - Data Set Export	读取	Read data set exports from a project version.
Document Understanding - Data Set Export	创建	Export data sets from a project version and manage the visibility of the download document(s) button.
Document Understanding - Data Set Export	删除	Delete data set exports from a project version.
Document Understanding - Document Type	读取	Read document types.
Document Understanding - Document Type	更新	Update document types.
Document Understanding - Document Type	创建	Create document types.
Document Understanding - Document Type	删除	Delete document types.
Document Understanding - Documents	删除	Delete documents from a project.
Document Understanding - Extractor	读取	View extractors.
Document Understanding - Extractor	更新	Update extractors.
Document Understanding - Extractor	创建	Create extractors.
Document Understanding - Extractor	删除	Delete extractors.
Document Understanding - Monitor Processed Documents	读取	View processed documents.
Document Understanding - Monitor Processed Documents Detail	读取	View details for processed documents
Document Understanding - Monitor Project Performance	读取	View the project performance.
Document Understanding - Project	读取	View projects.
Document Understanding - Project	更新	Update projects.
Document Understanding - Project	创建	创建项目。
Document Understanding - Project	删除	Delete projects.
Document Understanding - Project Version	读取	View project versions.
Document Understanding - Project Version	更新	Update project versions.
Document Understanding - Project Version	创建	Create project versions.
Document Understanding - Project Version	删除	Delete project versions.
Document Understanding - Project Version Label	读取	View project version labels.
Document Understanding - Project Version Label	更新	Update project version labels.
Document Understanding - Project Version Label	创建	Create project version labels.
Document Understanding - Project Version Label	删除	Delete project version labels.

Table 4. Additional permissions

权限类型	权限	描述
Authorization / Role Assignment	Export role assignment data	Export role assignment data from the user interface.
Document Understanding	Use extractors and classifiers from projects.	Use the same extractors and classifiers used inside projects.

创建自定义角色

To create a custom role:

1. Navigate to your respective Automation Cloud^TM URL and log in with your UiPath® account.
2. From the left-side navigation pane, select Document Understanding.

3. Select the Manage access button.

   
4. Go to the Roles tab, select Create role, and fill in the following fields:
   • 角色名称 - 为您的角色提供描述性名称。
   • 描述 - 可选择提供描述。
   • 类别 - 选择：
     • Tenant - You can assign this role at tenant-level. It consists of tenant-level permissions.
     • Project - You can assign this role to existing or new projects. It consists of project-level permissions.
5. 选择 “下一步”， 继续进入“权限”页面。
6. 在 “标准权限” 和 “其他权限”选项卡中，选择要分配给自定义角色的权限。
7. 选择“创建”。

查看自定义角色

To view a custom role:

1. Navigate to your respective Automation Cloud^TM URL and log in with your UiPath® account.
2. From the left-side navigation pane, select Document Understanding.
3. Select the Manage access button.
4. Go to the Roles tab and select the ellipsis for the custom role you want to view.
5. 选择“查看”。

编辑自定义角色

To edit a custom role:

1. Navigate to your respective Automation Cloud^TM URL and log in with your UiPath® account.
2. From the left-side navigation pane, select Document Understanding.
3. Select the Manage access button.
4. Go to the Roles tab and select the ellipsis for the custom role you want to view.
5. 选择“编辑”，以修改自定义角色的描述和权限。
6. 进行更改后，请选择 “更新”。

复制自定义角色

To duplicate a custom role:

1. Navigate to your respective Automation Cloud^TM URL and log in with your UiPath® account.
2. From the left-side navigation pane, select Document Understanding.
3. Select the Manage access button.
4. Go to the Roles tab and select the ellipsis for the custom role you want to view.
5. 选择 “复制和自定义”， 以创建角色的副本并修改其描述和权限。
6. 进行更改后，请选择“ 创建”。

删除自定义角色

To remove a custom role:

1. Navigate to your respective Automation Cloud^TM URL and log in with your UiPath® account.
2. From the left-side navigation pane, select Document Understanding.
3. Select the Manage access button.
4. Go to the Roles tab and select the ellipsis for the custom role you want to view.
5. 选择“删除”。
   注意： 删除自定义角色还会移除所有关联的角色分配。