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Document Understanding Modern Projects User Guide

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Last updated Sep 8, 2025

Role-based access control

This section is primarily intended to guide administrators in configuring and managing access control based on user roles for Document Understanding^TM.

User roles

Document Understanding^TM has the following default roles and permissions:

DU Administrator: acts as a service-level administrator who has permission to perform any action within Document Understanding.
Note: DU Administrators can only assign roles if they also hold the position of Organization Administrator. This can occur in two scenarios:
- If the DU Administrator role was inherited as part of the Administrator group at Organization level, it works as expected. Any user part of the Administrator group in Automation Cloud^TM is automatically an Organization Administrator.
- If the DU Administrator role was explicitly assigned (for example, to a user that is part of the Everyone group in Automation Cloud^TM), the user can perform all tasks in Document Understanding as defined by the DU Administrator role, except Role Assignments.
DU Data Annotator: has permission to view projects and annotate documents, or edit fields, but can't delete data from document types or publish project versions.
DU Developer: acts as a project-level administrator who has permission to perform any action within a project.
DU Model Trainer: has permission to modify certain document type settings and delete or upload documents.
DU Viewer: has permissions to view certain features, but can't modify any settings within a project.

Custom roles

Custom service roles are user-defined permission sets that allow you to tailor access controls to your specific needs, offering more granular control than default roles.

To create custom roles at service level, navigate to Manage access at Document Understanding level, and select Create role from the Roles tab to define roles, and select your preferred scope and permissions.

Inheritance of organization roles

Organization roles are automatically mapped to Document Understanding roles.

Table 1. Organization roles inheritance
Tenant role	Document Understanding role
Administrators	DU Administrator
Automation Developers	DU Developer
Automation Users	DU Viewer

Organization Administrators are automatically granted DU Administrator privileges. This applies to all other roles mentioned in the previous table. However, you can't currently remove or delete automatically assigned roles. For instance, if you want only a specific subset of organization admins to have DU Administrator privileges, this feature is not available at this time. You can explicitly assign the DU Administrator role to a user outside of the Administrator group, but they will not have access to manage role assignments.

Managing and assigning roles

To manage overall access and roles for Document Understanding, select the Manage access button at the top-right of the screen.

Figure 1. Document Understanding manage access

To manage access for a specific project, open that project and go to the Manage access section at the bottom-left of the screen.

Figure 2. Project manage access

User roles and permissions

Setting up different roles, assigning specific access rights, and managing users ensure that each user within your organization has the type of access suited to their professional requirements, upholding data integrity and enhancing system security.

On the Manage Access page you can see four types of roles with their appropriate permissions:

Document Understanding Administrator: administrator, has all permissions.
Document Understanding Data Annotator: can view projects, label documents, edit fields, but can't delete data from Document Types or publish project versions.
Document Understanding Developer: can read projects and can manage anything inside a project: classifiers, extractors, document types. Cannot create or delete projects.
Document Understanding Model Trainer: can view projects, label documents, edit fields, import or export data and delete data from a Document Type session.
Document Understanding Viewer: can view all entities but has no rights to edit or delete them.
Project Administrator: has all permissions to manage a project and users for the project.
Note: This role is only available at project level.

Document Understanding Administrator permissions

Permission	Description
Classifier.Create	You can create a new classifier.
Classifier.Delete	You can delete an already available classifier.
Classifier.Read	You can read the classifier.
Classifier.Update	You can update a classifier that is already available.
DataSetExport.Create	You can export a dataset from a project version and manage the visibility of the Download document(s) button.
DataSetExport.Delete	You can delete a dataset export.
DataSetExport.Read	You can read an available dataset export.
Documents.Delete	You can delete documents.
DocumentType.Create	You can create new document types.
DocumentType.Delete	You can delete entire document types (including documents, annotations, schemas, etc.)
DocumentType.Read	You can read an already available Document Type.
DocumentType.Update	You can update a document type that is already available. You can update anything inside a particular document type (for example, add or remove documents, add or remove annotations, add or remove fields, and others).
Extractor.Create	You can create a new extractor.
Extractor.Delete	You can delete an already available extractor.
Extractor.Read	You can read the extractor.
Extractor.Update	You can update an extractor that is already available.
MonitorProcessedDocuments.Read	You can read the processed documents from the Monitor section.
MonitorProcessedDocumentsDetail.Read	You can read the processed documents detail from the Monitor section.
MonitorProjectPerformance.Read	You can read the Projects Performance dashboard from the Monitor section.
Project.Create	User can create new projects.
Project.Delete	You can delete an already available project.
Project.Read	You can read the project.
Project.Update	You can update an already available project.
ProjectVersion.Create	You can create new project versions.
ProjectVersion.Delete	You can delete an already available project version.
ProjectVersion.Read	You can read a project version.
ProjectVersion.Update	You can update an already available project version.
ProjectVersionLabel.Create	You can create new project version labels.
ProjectVersionLabel.Delete	You can delete an already available project version label.
ProjectVersionLabel.Read	You can read a project version label.
ProjectVersionLabel.Update	You can update an already available project version label.
TenantSettings.Create	You can create Document Understanding tenant level settings.
TenantSettings.Read	You can read Document Understanding tenant level settings.
TenantSettings.Update	You can update Document Understanding tenant level settings.

Document Understanding Data Annotator permissions

Permission	Description
Classifier.Read	You can read the classifier.
DocumentType.Read	You can read an already available Document Type.
DocumentType.Update	You can update a document type that is already available. You can update anything inside a particular document type (for example, add or remove documents, add or remove annotations, add or remove fields, and others).
Extractor.Read	You can read the extractor.
MonitorProcessedDocuments.Read	You can read the processed documents from the Monitor section.
MonitorProcessedDocumentsDetail.Read	You can read the processed documents detail from the Monitor section.
MonitorProjectPerformance.Read	You can read the Projects Performance dashboard from the Monitor section.
Project.Read	You can read the project.
ProjectVersion.Read	You can read a project version.
ProjectVersionLabel.Read	You can read a project version label.

Document Understanding Developer permissions

Permission	Description
Classifier.Create	You can create a new classifier.
Classifier.Delete	You can delete an already available classifier.
Classifier.Read	You can read the classifier.
Classifier.Update	You can update a classifier that is already available.
DataSetExport.Create	You can export a dataset from a project version and manage the visibility of the Download document(s) button.
DataSetExport.Delete	You can delete a dataset export.
DataSetExport.Read	You can read an available dataset export.
Documents.Delete	You can delete documents.
DocumentType.Create	You can create new document types.
DocumentType.Delete	You can delete entire document types (including documents, annotations, schemas, etc.)
DocumentType.Read	You can read an already available Document Type.
DocumentType.Update	You can update a document type that is already available. You can update anything inside a particular document type (for example, add or remove documents, add or remove annotations, add or remove fields, and others).
Extractor.Create	You can create a new extractor.
Extractor.Delete	You can delete an already available extractor.
Extractor.Read	You can read the extractor.
Extractor.Update	You can update an extractor that is already available.
MonitorProcessedDocuments.Read	You can read the processed documents from the Monitor section.
MonitorProcessedDocumentsDetail.Read	You can read the processed documents detail from the Monitor section.
MonitorProjectPerformance.Read	You can read the Projects Performance dashboard from the Monitor section.
Project.Read	You can read the project.
Project.Update	You can update an already available project.
ProjectVersion.Create	You can create new project versions.
ProjectVersion.Read	You can read a project version.
ProjectVersion.Update	You can update an already available project version.
ProjectVersionLabel.Read	You can read a project version label.

Document Understanding Model Trainer permissions

Permission	Description
Classifier.Read	You can read the classifier.
Documents.Delete	You can delete documents.
DocumentType.Read	You can read an already available Document Type.
DocumentType.Update	You can update a document type that is already available. You can update anything inside a particular document type (for example, add or remove documents, add or remove annotations, add or remove fields, and others).
Extractor.Read	You can read the extractor.
MonitorProcessedDocuments.Read	You can read the processed documents from the Monitor section.
MonitorProcessedDocumentsDetail.Read	You can read the processed documents detail from the Monitor section.
MonitorProjectPerformance.Read	You can read the Projects Performance dashboard from the Monitor section.
Project.Read	You can read the project.
ProjectVersion.Create	You can create new project versions.
ProjectVersion.Read	You can read a project version.
ProjectVersion.Update	You can update an already available project version.
ProjectVersionLabel.Read	You can read a project version label.

Document Understanding Viewer permissions

Permission	Description
Classifier.Read	You can read the classifier.
DocumentType.Read	You can read an already available Document Type.
Extractor.Read	You can read the extractor.
MonitorProcessedDocuments.Read	You can read the processed documents from the Monitor section.
MonitorProjectPerformance.Read	You can read the Projects Performance dashboard from the Monitor section.
Project.Read	You can read the project.
ProjectVersion.Read	You can read a project version.
ProjectVersionLabel.Read	You can read a project version label.

Project Administrator permissions

Note: This role is only available at project level.

Permission	Description
Classifier.Create	You can create a new classifier.
Classifier.Delete	You can delete an already available classifier.
Classifier.Read	You can read the classifier.
Classifier.Update	You can update a classifier that is already available.
DataSetExport.Create	You can export a dataset from a project version and manage the visibility of the Download document(s) button.
DataSetExport.Delete	You can delete a dataset export.
DataSetExport.Read	You can read an available dataset export.
Documents.Delete	You can delete documents.
DocumentType.Create	You can create new document types.
DocumentType.Delete	You can delete entire document types (including documents, annotations, schemas, etc.)
DocumentType.Read	You can read an already available Document Type.
DocumentType.Update	You can update a document type that is already available. You can update anything inside a particular document type (for example, add or remove documents, add or remove annotations, add or remove fields, and others).
Extractor.Create	You can create a new extractor.
Extractor.Delete	You can delete an already available extractor.
Extractor.Read	You can read the extractor.
Extractor.Update	You can update an extractor that is already available.
MonitorProcessedDocuments.Read	You can read the processed documents from the Monitor section.
MonitorProcessedDocumentsDetail.Read	You can read the processed documents detail from the Monitor section.
MonitorProjectPerformance.Read	You can read the Projects Performance dashboard from the Monitor section.
Project.Read	You can read the project.
Project.Update	You can update an already available project.
ProjectVersion.Create	You can create new project versions.
ProjectVersion.Delete	You can delete an already available project version.
ProjectVersion.Read	You can read a project version.
ProjectVersion.Update	You can update an already available project version.
ProjectVersionLabel.Create	You can create new project version labels.
ProjectVersionLabel.Delete	You can delete an already available project version label.
ProjectVersionLabel.Read	You can read a project version label.
ProjectVersionLabel.Update	You can update an already available project version label.

Creating a custom role

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.

Tenant-level roles

The tenant-level roles can grant the following permissions:

Table 2. Standard permissions
Permission Type	Permission	Description
Authorization / Action	Read	Read allows the users to read the actions or permissions when creating a custom role or when viewing a role.
Authorization / Role	Read	View all roles.
Authorization / Role	Update	Update custom roles.
Authorization / Role	Create	Create custom roles.
Authorization / Role	Delete	Delete custom roles.
Authorization / Role Assignment	Read	View all existing role assignments.
Authorization / Role Assignment	Update	Update existing role assignments.
Authorization / Role Assignment	Create	Create new role assignments.
Authorization / Role Assignment	Delete	Delete existing role assignments.
Document Understanding - Tenant Settings	Read	Read Document Understanding tenant-level settings.
Document Understanding - Tenant Settings	Update	Update Document Understanding tenant-level settings.
Document Understanding - Tenant Settings	Create	Create Document Understanding tenant-level settings.

Table 3. Additional permissions
Permission Type	Permission	Description
Authorization / Role Assignment	Export role assignment data	Export role assignment data from the user interface.

Project-level roles

The project-level roles can grant the following permissions:

Table 4. Custom role project-level permissions
Permission Type	Permission	Description
Authorization / Action	Read	Read allows the users to read the actions or permissions when creating a custom role or when viewing a role.
Authorization / Role	Read	View all roles.
Authorization / Role	Update	Update custom roles.
Authorization / Role	Create	Create custom roles.
Authorization / Role	Delete	Delete custom roles.
Authorization / Role Assignment	Read	View all existing role assignments.
Authorization / Role Assignment	Update	Update existing role assignments.
Authorization / Role Assignment	Create	Create new role assignments.
Authorization / Role Assignment	Delete	Delete existing role assignments.
Document Understanding - Classifier	Read	View all classifiers.
Document Understanding - Classifier	Update	Update classifiers.
Document Understanding - Classifier	Create	Create classifiers.
Document Understanding - Classifier	Delete	Delete classifiers.
Document Understanding - Data Set Export	Read	Read data set exports from a project version.
Document Understanding - Data Set Export	Create	Export data sets from a project version and manage the visibility of the download document(s) button.
Document Understanding - Data Set Export	Delete	Delete data set exports from a project version.
Document Understanding - Document Type	Read	Read document types.
Document Understanding - Document Type	Update	Update document types.
Document Understanding - Document Type	Create	Create document types.
Document Understanding - Document Type	Delete	Delete document types.
Document Understanding - Documents	Delete	Delete documents from a project.
Document Understanding - Extractor	Read	View extractors.
Document Understanding - Extractor	Update	Update extractors.
Document Understanding - Extractor	Create	Create extractors.
Document Understanding - Extractor	Delete	Delete extractors.
Document Understanding - Monitor Processed Documents	Read	View processed documents.
Document Understanding - Monitor Processed Documents Detail	Read	View details for processed documents
Document Understanding - Monitor Project Performance	Read	View the project performance.
Document Understanding - Project	Read	View projects.
Document Understanding - Project	Update	Update projects.
Document Understanding - Project	Create	Create projects.
Document Understanding - Project	Delete	Delete projects.
Document Understanding - Project Version	Read	View project versions.
Document Understanding - Project Version	Update	Update project versions.
Document Understanding - Project Version	Create	Create project versions.
Document Understanding - Project Version	Delete	Delete project versions.
Document Understanding - Project Version Label	Read	View project version labels.
Document Understanding - Project Version Label	Update	Update project version labels.
Document Understanding - Project Version Label	Create	Create project version labels.
Document Understanding - Project Version Label	Delete	Delete project version labels.

Table 5. Additional permissions
Permission Type	Permission	Description
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.

Creating a custom role

To create a custom role:

Navigate to your respective Automation Cloud^TM URL and log in with your UiPath® account.
From the left-side navigation pane, select Document Understanding.
Select the Manage access button.
Go to the Roles tab, select Create role, and fill in the following fields:
- Role name - Give your role a descriptive name.
- Description - Optionally, provide a description.
- Category - Choose between:
  - 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.
Select Next to proceed to the permissions page.
In the Standard permissions and Additional permissions tabs, select the permissions to assign to the custom role.
Select Create.

Viewing a custom role

To view a custom role:

Navigate to your respective Automation Cloud^TM URL and log in with your UiPath® account.
From the left-side navigation pane, select Document Understanding.
Select the Manage access button.
Go to the Roles tab and select the ellipsis for the custom role you want to view.
Select View.

Editing a custom role

To edit a custom role:

Navigate to your respective Automation Cloud^TM URL and log in with your UiPath® account.
From the left-side navigation pane, select Document Understanding.
Select the Manage access button.
Go to the Roles tab and select the ellipsis for the custom role you want to view.
Select Edit to modify the description and permissions of the custom role.
After making the changes, select Update.

Duplicating a custom role

To duplicate a custom role:

Navigate to your respective Automation Cloud^TM URL and log in with your UiPath® account.
From the left-side navigation pane, select Document Understanding.
Select the Manage access button.
Go to the Roles tab and select the ellipsis for the custom role you want to view.
Select Duplicate & customize, to create a copy of the role and modify its description and permissions.
After making the changes, select Create.

Removing a custom role

To remove a custom role:

Navigate to your respective Automation Cloud^TM URL and log in with your UiPath® account.
From the left-side navigation pane, select Document Understanding.
Select the Manage access button.
Go to the Roles tab and select the ellipsis for the custom role you want to view.
Select Delete.
Note: Deleting a custom role also removes all associated role assignments.

On this page

User roles
Custom roles
Inheritance of organization roles
Managing and assigning roles
User roles and permissions
Document Understanding Administrator permissions
Document Understanding Data Annotator permissions
Document Understanding Developer permissions
Document Understanding Model Trainer permissions
Document Understanding Viewer permissions
Project Administrator permissions
Creating a custom role
Tenant-level roles
Project-level roles
Creating a custom role
Viewing a custom role
Editing a custom role
Duplicating a custom role
Removing a custom role

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