Create users in the Control Room to access IQ Bot.

Create administrator, services, and Validator IQ Bot users with Microsoft Windows credentials using the following roles in the Control Room:
  • AAE_IQ Bot Admin
  • AAE_IQ Bot Services
  • AAE_IQ Bot Validator
Tip: The Active Directory users are authenticated with their Active Directory credentials, and the non-Active Directory users are authenticated with the credentials stored in the Control Room database.
Users in Control Room are created depending on the type of user configured during installation.
Note: IQ Bot supports 50 concurrent users. However, Document Extraction if all users are active at the same time, then you cannot run Document Extraction in parallel. Additionally, if the number of concurrent users exceeds 50, system performance might degrade.
  1. Log in to Control Room as a user with the AAE_Admin role.
  2. Go to Administrator > Users.
  3. Click the Create User icon.

    The Create User page appears.

  4. Enter the required information on the Create User page.
    Note:
    • The First name, Last name, and Description fields are optional. For a first name and last name, use numbers, spaces ( ), period (.), hyphen (-), and underscore (_).
    • For a Non-Active Directory user, provide information in each field.
  5. To create a user with the administrator role, select AAE_IQBotAdmin. To create a user with the services role, select AAE_IQBotServices, To create a Validator role, select the AAE_IQBotValidator role.
  6. Select a license to be allocated to the user from the Allocate a device license to user section.

    If no license slots are available for a role, an alert message appears.

  7. Click Save to create the user.

To switch a user type from Development to Run-time or vice versa, depending on the automation requirements of your organization, update the license type from the License Management section in Control Room.

After a Validator or a services user is created, an email is sent to the user. The user is asked to do the following:
  • Verify the email ID and set the Control Room access password, if the Control Room is configured for the Non-Active Directory users.
  • Verify the email ID, if the Control Room is configured for the Active Directory users.