Create a custom role for Document Automation

With a custom role, Document Automation users can check in and check out bots, manage packages, and validate documents.

You can select the below permissions for document processing in Co-Pilot and managing (create, publish, and migrate) the learning instances.

Procedure

  1. Navigate to Administration > Roles > Create role.
  2. Provide a name for the role, such as aari-document-processor.
  3. In the Feature permissions page, select the following permissions:
    • Set automation priority to high
    • View my bots
    • Run my bots
    • Export bots
    • Import bots
    • Create folders
    • Rename folders
    • Cancel checkout
    Package Manager
    • View packages
    • Manage packages
    Automation Co-Pilot for Business Users
    • Cross Team Read
    • AARI Scheduler
  4. In the Bots permissions page, select all the check boxes in the Bots row.
  5. Click Save to create the role.

Next steps

Create users and assign this custom role to them. For more information about the required users, refer to Document Automation users.