- Getting started
- Setup and configuration
- Unassisted Task Mining
- Additional resources
Task Mining user guide
Overview
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 groups (so that all member accounts inherit them) or to individual accounts.
There are two types of roles, depending on their permissions:
- project-level 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: 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:
| Permission | Rights |
|---|---|
| Business Analyst |
|
| Project Administrator |
|
| Recording User |
|
Permission matrix
| Permissions / Roles | Administrator | Project Administrator | Business Analyst | Recording User |
|---|---|---|---|---|
| Create Projects | Yes | Yes | No | No |
| Add service level administrators | Yes | Yes, read-only | Yes | Yes(only assigned projects) |
| Rename projects and change description | Yes | Yes | No | No |
| Archive Projects | Yes | Yes | No | No |
| Delete Projects | Yes | Yes | No | No |
| Update project settings | Yes | Yes | No | No |
| Start/Stop/Pause recording users | Yes | Yes | No | No |
| Run analysis | Yes | Yes | No | No |
| Delete Discovery Results | Yes | Yes | No | No |
| Remove Roles assignment | Yes | Yes | No | No |
| Assign Roles | Yes | Yes | Yes, can only assign the Business Analyst Role | No |
| View project status (Overview page) | Yes | Yes | Yes | No |
| View project roles | Yes | Yes | Yes | No |
| View project settings | Yes | Yes | Yes | No |
| View Discovery Results | Yes | Yes | Yes | No |
| Contribute data to the project | No | No | No | Yes |
Permission management
Granting permissions to manage or review a project
Grant permissions to a user by assigning them a role in a specific project. To do this, follow the steps below:
-
From the Project page, in the Team tab, select Assign role.
-
Select the desired role, and the assign form view is displayed where you can search for an user/email or group.
-
Select Assign. A message confirms the role assignation.
Removing users or groups
Removing a project administrator
The Project administrator and Business analyst roles cannot be unassigned from a user. To delete someone from a project, follow the steps below:
-
From the Project page, in the Team tab, select the users to be deleted.
-
Select Delete from the right side of the screen. A dialog appears, asking for confirmation. Select Proceed anyway.
-
The user is now deleted from the project.
Removing a user from a project
To delete a user from a specific project, follow the steps below:
-
From the Project page, in the Team tab, select the user you wish to remove.
-
Select the Delete button from the right side of the screen, or use the three-dotted menu, from the user actions and select Delete. A dialog appears, asking for confirmation on the deleting process.
-
Select Delete. The user is now removed from the project and can be added to another project.