- Introduction
- Balance
- Clusters
- Concept drift
- Coverage
- Datasets
- General fields (previously entities)
- Labels (predictions, confidence levels, hierarchy, etc.)
- Models
- Streams
- Model Rating
- Projects
- Precision
- Recall
- Annotated and unannotated messages
- Extraction Fields
- Sources
- Taxonomies
- Training
- True and false positive and negative predictions
- Validation
- Messages
- Access Control and Administration
- Managing your account
- User permissions explained
- Maintenance
- Manage sources and datasets
- Understanding the data structure and permissions
- Create or delete a data source in the GUI
- Uploading a CSV file into a source
- Preparing data for .CSV upload
- Create a new dataset
- Multilingual sources and datasets
- Enabling sentiment on a dataset
- Amend dataset settings
- Delete messages via the UI
- Delete a dataset
- Export a dataset
- Using Exchange Integrations
- Model training and maintenance
- Understanding labels, general fields, and metadata
- Label hierarchy and best practices
- Analytics vs. automation use cases
- Turning your objectives into labels
- Overview of the model training process
- Generative Annotation (NEW)
- Dastaset status
- Model training and annotating best practice
- Training with label sentiment analysis enabled
- Understanding data requirements
- Train
- Introduction to Refine
- Precision and recall explained
- Precision and recall
- How does Validation work?
- Understanding and improving model performance
- Why might a label have low average precision?
- Training using Check label and Missed label
- Training using Teach label (Refine)
- Training using Search (Refine)
- Understanding and increasing coverage
- Improving Balance and using Rebalance
- When to stop training your model
- Using general fields
- Generative extraction
- Using analytics and monitoring
- Automations and Communications Mining
- Licensing information
- FAQs and more
Communications Mining User Guide
User permissions explained
This section contains an overview of the different roles and the permissions they grant in the Communications Mining platform.
|
Permission type |
Description |
| Sources permissions | Refer to the data your company uploaded for analysis. |
| Datasets permissions | Grant access to datasets (i.e. 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. |
| Users permissions
(deprecated) | Allow you to view and/or modify users in their projects. |
| 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 which do not belong to any of the other categories. |
| Role | Permissions | Role description |
| CM Tenant Admin |
Tenant - Tenant admin Tenant - Read audit logs Quotas Write (implicit, not shown in the UI). Sources - View sources Sources - View sensitive data Sources - Edit messages Sources - Sources admin Datasets - View labels Datasets - Modify datasets Datasets - Modify dashboards Datasets - Review and label Datasets - Model admin Datasets - Datasets admin Datasets - Export datasets Streams - View streams Streams - Modify streams Streams - Consume streams Streams - Streams admin Users - View users Users - Modify users Buckets - View buckets Buckets - Add/remove buckets Buckets - Upload data to buckets Integrations - View integrations Integrations - Modify integrations Utility - Upload files Utility - Read appliance configs Utility - Write appliance configs Alerts - View Alerts Alerts - Alerts Admin | Grants full rights to the Communications Mining platform. |
| CM Project Admin |
Sources - View sources Sources - View sensitive data Sources - Edit messages Sources - Sources admin Datasets - View labels Datasets - Modify datasets Datasets - Modify dashboards Datasets - Review and label Datasets - Model admin Datasets - Datasets admin Datasets - Export datasets Streams - View streams Streams - Modify streams Streams - Consume streams Streams - Streams admin Users - View users Users - Modify users Buckets - View buckets Buckets - Add/remove buckets Buckets - Upload data to buckets Integrations - View integrations Integrations - Modify integrations Utility - Upload files Utility - Read appliance configs Utility - Write appliance configs Alerts - View Alerts Alerts - Alerts Admin | Allows you to manage everything within a project such as users, integrations, sources, datasets, models, streams, and alerts. You cannot create or delete projects. |
| CM Model Trainer |
Sources - View sources Sources - View sensitive data Datasets - View labels Datasets - Modify datasets Datasets - Review and label Datasets - Models admin Streams - View streams Integrations - View integrations Alerts - View Alerts | Allows you to view everything within a project. You can also
review and label data, update dataset settings, and pin model
versions.
You cannot create or delete datasets. |
| CM Developer |
Sources - View sources Sources - Edit messages Sources - Sources admin Datasets - View labels Datasets - Export datasets Datasets - Model admin Streams - View streams Streams - Consume streams Streams - Modify Streams Streams - Streams Admin Buckets - View buckets Buckets - Upload data to buckets Integrations - View integrations Integrations - Modify integrations Utility - Read appliance configs Utility - Write appliance configs Alerts - View alerts | Allows you to view everything within a project, upload or export
data, configure integrations, pin models versions, manage streams,
and consume predictions from them.
You cannot review and label data. Also, you cannot create, update, or delete datasets or alerts. |
| CM Viewer |
Sources - View sources Datasets - View labels Streams - View streams Integrations - View integrations Alerts - View alerts | Allows you to view everything within a project.
You cannot create, update or delete anything. |
| CM Analyst |
Sources - View sources Datasets - View labels Datasets - Modify dashboards Streams - View streams Integrations - View integrations Alerts - View alerts Alerts - Alerts admin | Allows you to 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. |
| Permission type | Permission | Permission description |
| Service (only non-project) | Tenant admin |
Create, modify, and delete projects and users for a tenant. Additionally, all admins on UiPath® Cloud also receive this permission in the Communications Mining platform automatically. |
| Sources | View sources | View sources and the messages they contain. 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
View Sources and View Labels, or their parent
roles, are required.
|
| Sources |
View sensitive data Grants View sources | View any user properties which have been marked as sensitive, in addition to others. |
| Sources | Edit messages | Create, update and delete messages in a source via the API |
| Sources |
Sources admin Grants View sensitive data | Create, modify and delete sources. Source creation must be done via the API. |
| Sources | Create translated sources | Create sources (via the API) which are automatically translated into English. |
| Datasets |
View labels | View pinned and predicted labels on the user's datasets. 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
View Sources and View Labels, or their parent
roles, are required.
|
| Datasets |
Modify datasets Grants View labels | Update a dataset's properties: e.g. its description, sources and general fields. Enable Quality of Service and Tone analysis. |
| Datasets |
Review and label Grants View labels | Create, edit, and delete labels, and pin them to messages in the user's datasets. Add pre-trained labels. |
| Datasets |
Datasets admin Grants Modify datasets and Review and label | Create and delete datasets. Pin trained models for use in streams. |
| Datasets | Modify dashboards | Create, edit and delete dashboards within datasets. |
| Datasets | Export datasets | Export datasets via the UI |
| Streams | View streams | View streams and their configuration |
| Streams | Modify streams | Update a stream's properties: e.g. its description and filter. |
| Streams | Consume streams | Fetch and advance the output of a stream. |
| Streams |
Streams admin Grants View streams and Modify streams | Create, modify and delete streams. |
| Users | View users | View information on the other users in this user's projects. |
| Users |
Modify users Grants View users | Modify other users' permissions and projects |
| Buckets | View buckets | View information on raw data buckets |
| Buckets | Add/remove buckets | Add or remove raw data buckets |
| Buckets | Upload data to buckets | Upload data to buckets |
| Integrations | View integrations | View information on external integrations |
| Integrations | Modify integrations | Add or remove integrations with external services |
| Alerts | View alerts | View alerts, and issues raised by them. |
| Alerts | Alerts admin | Create, modify and delete alerts. |
| Utility | Upload files | Upload files to the Communications Mining™ server via the web UI |
| Utility | Read appliance configs | Fetch appliance configs |
| Utility | Write appliance configs | Upload new or replace existing appliance configs |
