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.

System-generated access is provided to all user types for Bot Insight. Administrators can customize the Bot Insight experience by assigning a user-generated 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 user responsibilities, based on the following details.
Note: Various types of dashboards can be accessed for quick insights. Common types are listed below. For more details on dashboards, see Bot Insight dashboards
  • The system-generated dashboard is also known as a Default type.
  • The user-generated dashboard is also known as a Custom type.
  • The Published dashboard is also known as the Production type.
  • When a published dashboard is saved by a user, the dashboard copy is known as a custom production type.
Apart from Bot Creators, users with the following roles have access to business analytics dashboards:
Bot Insight Admin
Use this role to perform the following operations in Bot Insight:
  • Access Bot Insight API
  • Analyze 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.
Note: To view the published business dashboards, you must have a custom role defined with the View my bots and Check in permissions to the folder that contains the corresponding tasks.