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Assign the Discovery Bot custom role to a user

  • Updated: 9/16/2020
    • Automation 360 v.x
    • Build
    • Discovery Bot

Assign the Discovery Bot custom role to a user

Create a new user and assign the Discovery Bot custom role you created to the user.

Prerequisites

Ensure that you have purchased the necessary Discovery Bot licenses for your business users: Prerequisites for Discovery Bot.

To use the Discovery Bot features, the user must be assigned the appropriate role and licenses.
Note: The Discovery Bot Admin role and permissions are distinct from the Control Room Admin role. See Discovery Bot users.

Custom role users will see a different set of menu actions (vertical ellipsis icon) available on a tile for a process, depending on the permissions given to users. These actions are different from the standard Discovery Bot user actions that are available on a tile for a process.

For this custom role use case, the following actions are available on a tile for a process:

Admin actions
  • View process details
  • Edit process details
  • Delete process
Business user actions
  • Start recording

    The Start Recording icon is displayed on a tile for a process, or you can select start recording from the vertical ellipsis icon.

  • Edit my recording
Analyst action
Analyze processes

Procedure

  1. From your local machine, log in to your Control Room as administrator.
  2. Go to Administration > Users.
  3. Click Create user.
    The icon is located at the top-right of the Users table.
    The Create user page is displayed.
  4. In the General Details section, enter the following user details:
    Enable User
    Select the check box so that the user can log in immediately.
    Username
    Enter a unique user name.
    Description
    Optional: Enter a description for the user.
    First name
    Optional: Enter the first name of the user.
    Last name
    Optional: Enter the last name of the user.
    Password
    Optional: Enter your password and confirm the password.
    Email
    Enter and confirm the email address for the user. If SMTP is enabled, the user is sent an email to this address to confirm the account. Click the URL in the email to log in to the Control Room and set up your credentials. All important Control Room notifications will be sent to this email address.
  5. In the Select Roles section, select the AAE_Basic role and the Discovery Bot custom role you created from the Available roles column.
  6. Click the right arrow to move the roles to the Selected column.
  7. In the Allocate a device license to this user section, select the Bot Creator - Development license.
  8. In the Allocate other types of licenses for this user section, select the Process analyzer and Process recorder licenses.
  9. Click Create user.
    The new user is displayed in the User table. If SMTP is enabled, an email will be sent to the new user inviting them to log in.

Next steps

Create a Discovery Bot process

Log in with your custom role credentials and create a process. Assign users to record and capture the process using the Discovery Bot recorder. Review and analyze business processes.

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