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Roles to access Bot Insight

  • Updated: 2022/05/20
    • Automation 360 v.x
    • Optimize
    • RPA Workspace

Roles to access Bot Insight

The Control Room restricts Bot Insight access to users with certain roles.

Access to the dashboard depends on the user roles assigned to a user and the access permission granted to those user roles. See Role-Based Access Control. By default, access to Bot Insight is provided to all user types. Admins can customize the Bot Insight experience by assigning a role to users. Each role includes a permission set, designed to specialize Bot Insight features to make analytics more simple or comprehensive. Admins should evaluate user tasks and functions to assign the role most appropriate to fulfill business needs, based on the following access details.

Apart from the Bot Creators, users with the following user roles have access to business analytics dashboards:
Bot Insight Admin
Use this role to perform the following operations in Bot Insight:
  • View the Data Profile of the task data for which the dashboard report is generated.
  • Analyze and save the system-generated dashboards.
  • Analyze, save, publish, and delete the user-generated dashboards and publish dashboards.
  • Bookmark, compare, and share the dashboards.
Bot Insight Expert
Use this role to perform the following operations in Bot Insight:
  • Analyze the data in the dashboards that are deployed in the production environment.
  • Save the system-generated dashboards.
  • Analyze, save, publish, and delete the user-generated dashboards and publish dashboards.
  • Bookmark, compare, and share the dashboards.
Bot Insight Consumer
Use this role to perform the following operations in Bot Insight:
  • Analyze the data in the dashboards that are deployed in the production environment.
  • Bookmark, compare, and share the publish dashboards.
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