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Role-based access control in Bot Insight

  • Updated: 8/16/2021
    • Automation 360 v.x
    • Optimize
    • RPA Workspace

Role-based access control in Bot Insight

Role-based access control (RBAC) enables a Control Room administrator to restrict access to the various components of Bot Insight.

The Control Room administrator can grant access to various user roles based on your requirements. When adding a user, you assign appropriate roles to that user. A user will have access to the components and folders based on the roles assigned to them.


Before you publish the dashboard, ensure that the following requirements are met:

  • The bot resides in the Public workspace for which you want to publish the dashboard.
  • You have the View my bots and Check in permissions to the folder that contains the corresponding tasks. You need these permissions to move your bots from Private workspace to Public workspace.

RBAC for business analytics

Dashboards for business analytics are available for the tasks that are enabled for analytics. The Control Room administrator and users who have access to a task can view the dashboards for those tasks. You can access the dashboard for a task from the Insight tab in the DASHBOARD section of the Control Room and from the ANALYZE tab in the Workbench.

To view the Bot Insight dashboards, you must be granted access to the folder containing the corresponding tasks.

For example, you have created various tasks related to sales and accounting and stored them in the Sales and Accounts folder. If you want to grant access to the sales-related tasks to members of your sales department, you need to provide them access to the Sales folder. The same applies to grant access to the accounts-related tasks in the Accounts folder.

The following table illustrates the access the various members of the Sales and Accounts team will have:

Sales_Dep Accounts_Team
John Mark Dave Smith Micheal
Access to the Sales folder Yes Yes Yes No No
Sales1 Yes Yes Yes No No
Sales2 Yes Yes Yes No No
Access to the Accounts folder No No No Yes Yes
Accounts1 No No No Yes Yes
Accounts2 No No No Yes Yes
Accounts3 No No No Yes Yes
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