ixp

latest

false

IXP overview guide

Last updated Nov 18, 2025

Managing access

This section addresses to Automation Cloud users and contains information on how to manage access in the IXP service.

Roles and their underlying permissions

This section contains an overview of the different roles and the underlying permissions they grant in the UiPath® IXP service.

In the Manage Access tab from the Administration page, you can assign roles to specific users. Each role comes with a predefined set of permissions, so you cannot assign individual permissions. Instead, you must assign the main role, which includes all associated permissions.

Note: All users can view other users in projects and tenants, but only administrators can modify users.

The following table contains a list of all roles and permissions, as well as a description of each role:

Role	Scope	Permissions	Role description
IXP Service Admin	Tenant	Audit Log - Read Tenant - Manage	Grants full rights to the IXP service.
IXP Audit Log Viewer	Tenant	Audit Log - Read	You can view audit logs for the tenant through the Audit API.
IXP Project Admin	Project	Alert - Write Appliance Configuration - Write Bucket - Append Bucket - Write Comment - Manage Dataset - Export Dataset - Manage Integration - Write Source - Manage Stream - Consume Stream - Manage	You can manage everything within a project such as users, integrations, sources, datasets, models, streams, and alerts. You cannot create or delete projects.
IXP Analyst	Project	Alert - Write Dashboard - Write Dataset - Read Integration - Read Source - Read Stream - Read	You can view everything within a project and can create, update, and delete dashboards and alerts. You cannot import, export, or review and label data. Also, you cannot modify or consume streams or set up integrations.
IXP Automation User	Project	Comment - Manage Dataset - Read Project - Execute Source - Read Stream - Consume Stream - Read	You can upload data and consume predictions from Communications Mining datasets in this project. This role also allows Agents to consume runtime predictions from Unstructured and Complex Documents projects.
IXP Developer	Project	Alert - Read Appliance Configuration - Write Bucket - Append Bucket - Read Comment - Manage Dataset - Export Integration - Write Model - Manage Source - Manage Stream - Consume Stream - Manage	You can view everything within a project, upload or export data, configure integrations, pin model versions, manage streams, and consume predictions from them. You cannot review and label data. Also, you cannot create, update, or delete datasets or alerts.
IXP Model Trainer	Project	Alert - Read Dataset - Review Dataset - Write Integration - Read Source - ReadSensitive Stream - Read	You can view everything within a project, review and label data, and pin model versions. You can also create and update datasets, but you cannot delete them.
IXP Viewer	Project	Alert - Read Dataset - Read Integration - Read Source - Read Stream - Read	You can view everything within a project. You cannot create, update, or delete anything.

Note: Since permissions are granted at the project level, users might need different permissions for different projects.

Permission types

Define the level of access granted to users for specific actions or resources.

Permission type	Description
Service permissions	Allows you to view audit logs and manage projects and users for a tenant.
Sources permissions	Refer to the data your company uploaded for analysis.
Datasets permissions	Grant access to datasets, that is, a named collections of labels, general fields, and training data.
Streams permissions	Grant access to streams, which allow you to take actions on newly ingested data.
Buckets permissions	Grant access to buckets, which are containers of raw data items that you can upload.
Integration permissions	Grant access to integrations, which allow you to connect other services to the platform.
Utility permissions	Include any permissions that do not belong to any of the other categories.

Note: Buckets, integration, and utility permissions are typically only granted to programmatic users such as development engineers. In addition, these permissions are not required for the daily use of the platform.

Permissions

Note: The Modify users, View users, and Upload file permissions are deprecated because they are no longer required as standalone permissions outside of the available roles.

Permission type	Permission	Permission description
Service (only non-project)	Tenant - Manage	Create, modify, and delete projects and users for a tenant. Additionally, all admins on UiPath® Automation Cloud also receive this permission in the IXP platform automatically.
Service (only non-project)	Audit Log - Read	View audit logs.
Sources	Source - Read	View sources and the messages they contain. This is required to view individual messages on the platform.
Sources	Source - ReadSensitive Grants Source - Read	View any user properties marked as sensitive, in addition to others.
Sources	Source - Manage Grants Source - ReadSensitive	Create, modify, and delete sources. You must create sources via the API.
Sources	Comment - Manage	Create, update, and delete messages in a source via the API.
Datasets	Dataset - Read	View pinned and predicted labels on the datasets of the user. This is required to view individual messages on the platform. Note: To view any data related to a source, dataset, or message in the platform both Source - Read and Dataset - Read, or their parent roles, are required.
Datasets	Dataset - Manage Grants Dataset - Write, Dataset - Read, Dataset - Review.	Create, update, and delete datasets.
Datasets	Dataset - Write	Create datasets and update their properties, for example, their description, sources and general fields, as well as enabling Quality of Service and Tone analysis.
Datasets	Dataset - Review Grants Dataset - Read	Create, edit, and delete labels, and pin them to messages in the dataset of the user. Add pre-trained labels.
Datasets	Dataset - Export	Export datasets via the user interface.
Datasets	Model - Manage	Pin model versions.
Datasets	Dashboard - Write	Create or modify dashboards.
Streams	Stream - Read	View streams and their configuration.
Streams	Stream - Manage	Create, modify, and delete streams.
Streams	Stream - Consume	Fetch and advance the output of a stream.
Buckets	Bucket - Read	View information on raw data buckets.
Buckets	Bucket Item - Read	Download items from raw data buckets.
Buckets	Bucket - Write	Add or remove raw data buckets.
Buckets	Bucket - Append	Upload data to buckets.
Integrations	Integration - Read	View information on external integrations.
Integrations	Integration - Write	Add or remove integrations with external services.
Utility	Alert - Read	View alerts, and issues raised by them.
Utility	Alert - Write	Create, modify and delete alerts.
Utility	Appliance Configuration - Read	Fetch appliance configs.
Utility	Appliance Configuration - Write	Upload new or replace existing appliance configs.

Custom roles

Apart from the default IXP roles, you can also create and manage custom roles. Adapting custom roles to the specific needs and permissions of users, helps you align more closely with the needs of your organization.

Custom roles are available at tenant level, or project level.

Tenant-level roles

The tenant-level roles can grant the following permissions:

Standard permissions:

Authorization / Action: Read
Users can read the actions or permissions when creating a custom role or when viewing a role.
Authorization / Role: Read, Update, Create, Delete
Depending on the selected permission, users can view, update, or delete existing roles, as well as create new custom roles.
Authorization / Role Assignment: Read, Update, Create, Delete
Depending on the selected permission, users can view, update, or delete existing role assignments. In addition, users can assign roles through the Create permission.
IXP: Audit Log - Read
Users can view the IXP audit logs.

Additional permissions:

Authorization / Role Assignment: Export role assignment data
Users can extract and download information about role assignments, including which roles are assigned to which identities, such as users, groups, or service accounts. To export role assignment data, go to Automation Cloud, select Admin, then Accounts and local groups, and then Download role assignments.
IXP: Can perform service-level administration tasks, manage quotas, and create and delete projects.

Project-level roles

The project-level roles can grant the following permissions:

Standard permissions:

Authorization / Action: Read
Users can read the actions or permissions when creating a custom role or when viewing a role.
Authorization / Role: Read, Update, Create, Delete
Depending on the selected permission, users can view, update, or delete existing roles, as well as create new custom roles.
Authorization / Role Assignment: Read, Update, Create, Delete
Depending on the selected permission, users can view, update, or delete existing role assignments. In addition, users can assign roles through the Create permission.
IXP:
- Alert - Read, Write
- Appliance Configuration - Read, Write
- Bucket - Read, Write
- Bucket Item - Read
- Dashboard - Write
- Dataset - Read, Write
- Integration - Read, Write
- Source - Read
- Stream - Read, Write

Additional permissions:

Authorization / Role Assignment: Export role assignment data
Users can extract and download information about role assignments, including which roles are assigned to which identities, such as users, groups, or service accounts. To export role assignment data, go to Automation Cloud, select Admin, then Accounts and local groups, and then Download role assignments.
IXP:
- Upload items to raw data buckets.
- Create, update, and delete messages in a source via the API or the UI, including CSV upload.
- Export datasets via the UI.
- Create and delete datasets. Grants all other dataset permissions except dataset export.
- Create, edit, and delete labels, and pin them to messages in the user's datasets.
- Pin and unpin trained models and update their tags.
- Create, modify, and delete sources.
- View any user properties which have been marked as sensitive, in addition to others.
- Fetch and advance the output of a stream.
- Create, modify, and delete streams.

Creating a custom role

To create a custom role, proceed as follows:

Go to the Administration page, and select Manage Access.
Select Service, and then 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, and consists of tenant-level permissions.
  - Project - You can assign this role to existing or new projects and 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, proceed as follows:

Navigate to the Administration page, and select Manage Access.
Select Service, or a project folder, and then the Roles tab.
Select the ellipsis for the custom role you want to view.
Select View.

Editing a custom role

To edit a custom role, proceed as follows:

Go to the Administration page, and select Manage Access.
Select Service, or a project folder, and then the Roles tab.
Select the ellipsis for the custom role you want to edit.
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, proceed as follows:

Navigate to the Administration page, and select Manage Access.
Select Service, or a project folder, and then the Roles tab.
Select the ellipsis for the custom role you want to duplicate.
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, proceed as follows:

Go to the Administration page, and select Manage Access.
Select Service, or a project folder, and then the Roles tab.
Select the ellipsis for the custom role you want to edit.
Select Delete.
Note: Deleting a custom role also removes all associated role assignments.

On this page

Roles and their underlying permissions
Permission types
Permissions
Custom roles

Was this page helpful?

PREVIOUSRole-based access control (RBAC)

NEXTManaging user and group roles

Support and Services

Get The Help You Need

UiPath Academy

Learning RPA - Automation Courses

UiPath Forum

UiPath Community Forum

Trust and Security

Cookies Policy