Create multi-role users for Discovery Bot

Create multi-role users when you want to combine system-generated Discovery Bot roles and licenses to provide additional functionality for your users. Depending on your business requirements, you can combine up to three Discovery Bot system-generated roles and two process discovery licenses.

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.

Multi-role users will see a different set of menu actions (vertical ellipsis icon) available on a tile for a process. These actions are different from the standard Discovery Bot user actions that are available on a tile for a process.

The following actions are available for multi-role users (Admin + Business user + Analyst) on a tile for a process:

Admin actions
  • View process details
  • Edit process details
  • Delete process
  • View/edit process details
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
View process opportunities

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 following roles from the Available roles column to create multi-role users:
    Discovery Bot userSelect this role
    Admin + Business user AAE_Discovery Bot Admin and AAE_Discovery Bot User
    Admin + Analyst AAE_Basic, AAE_Discovery Bot Admin, and AAE_Discovery Bot Analyst
    Business user + Analyst AAE_Basic, AAE_Discovery Bot User, and AAE_Discovery Bot Analyst
    Admin + Business user + Analyst AAE_Basic, AAE_Discovery Bot Admin, AAE_Discovery Bot User, and AAE_Discovery Bot Analyst
  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 following:
    Discovery Bot userAction
    Admin + Business user Retain the default None for the user.

    This user only has access to the Control Room.

    Admin + Analyst Assign the Bot Creator - Development license to this user.
    Note: This license is required to convert an opportunity to a bot.
    Business user + Analyst Assign the Bot Creator - Development license to this user.
    Note: This license is required to convert an opportunity to a bot.
    Admin + Business user + Analyst Assign the Bot Creator - Development license to this user.
    Note: This license is required to convert an opportunity to a bot.
  8. In the Allocate other types of licenses for this user section, select the following:
    Discovery Bot userAction
    Admin + Business user Select the Process recorder license.
    Admin + Analyst Select the Process analyzer license.
    Business user + Analyst Select the Process analyzer and Process recorder licenses.
    Admin + Business user + Analyst 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 multi-role credentials and create a process. Assign users to record and capture the process using the Discovery Bot recorder. Review and analyze business processes.