Create multi-role users for Discovery Bot
- Updated: 2021/09/27
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.
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
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- 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
- Start recording
- Analyst action
- Analyze processes
Procedure
Next steps
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.