Discovery Bot permissions

Enable users to view or manage Discovery Bot processes, recordings, aggregations, and opportunities.

Process permissions

Action Resource Type Description
viewprocess processdiscovery Allows users to view assigned processes.
Note: This is the standard permission. You must assign this permission before assigning any process discovery permissions.
viewallprocess processdiscovery Allows users to view all the defined processes.
editprocess processdiscovery Allows users to create and edit processes.

Recording permissions

Action Resource Type Description
viewrecording processdiscovery Allows users to view their own recording.
Note: You must assign this permission before assigning any of the permissions below.
createrecording processdiscovery Allows users to run recorder and create recording.
editrecording processdiscovery Allows users to edit their own recording.
deleterecording processdiscovery Allows users to delete their own recording.
viewallrecording processdiscovery Allows users to view all recordings.
editallrecording processdiscovery Allows users to edit all recordings.

Aggregation permissions

Action Resource Type Description
viewmanualaggregation processdiscovery Allows users to view their own aggregations.
viewallaggregations processdiscovery Allows users to view all aggregations.
createdeletemanualaggregation processdiscovery Allows users to create and delete aggregations.
updatemanualaggregation processdiscovery Allows users to update aggregations.
viewsystemaggregation processdiscovery Allows users to view system aggregations.

Opportunity permissions

Action Resource Type Description
viewopportunity

processdiscovery

 Allows users to view opportunities within an assigned process.
Note: You must assign this permission before assigning any of the opportunity permissions.

editopportunity

processdiscovery Allows users to edit opportunities within an assigned process.
viewallopportunity processdiscovery Allows users to view all the opportunities.
createdeleteopportunity processdiscovery Allows users to create and delete opportunities within the assigned process.
converttobot processdiscovery Allows users to convert an opportunity to a bot.
exportopportunity processdiscovery Allows users to export an opportunity.