Create users for Discovery Bot

Create the Discovery Bot admin, analyst, and users to begin using the Discovery Bot functionality for front-office and back-office business processes. The Control Room admin creates these users and assigns the required system roles.

Prerequisites

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

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

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.
    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 one of the following roles from the Available roles column:
    Discovery Bot userSelect this role
    Admin AAE_Discovery Bot Admin
    Analyst AAE_Basic and AAE_Discovery Bot Analyst
    Note: The AAE_Basic role is required to view or add actions to the bots.
    Business user AAE_Basic and AAE_Discovery Bot User
    Note: The AAE_Basic role is required to view or add actions to the bots created by the analyst.
  6. Click the right arrow to move the role to the Selected column.
  7. In the Allocate a device license to this user section, select the following:
    Discovery Bot userAction
    Admin Retain the default None for the user.

    This user only has access to the Control Room.
    Analyst Assign the Bot Creator - Development license to this user.
    Note: This license is required to convert an opportunity to a bot.
    Business user Retain the default None for the user.

    This user only has access to the Control Room.
  8. Under Allocate other types of licenses for this user? > Discovery Bot licenses, select the following:
    Discovery Bot userAction
    Admin No license is required.
    Analyst Select the Process analyzer license.
    Business user Select the Process recorder license.
  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

You can begin capturing business processes using Discovery Bot. Create a process and assign users to record and capture the process using the Discovery Bot recorder.