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.

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:
   • View my bots
   • Run my bots
   • Export bots
   • Import bots
   • Create folders
   • Rename folders
   • Cancel checkout
   Packages

   • View packages
   • Manage packages
   Automation Anywhere Robotic Interface

   • 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.