Read and Review Automation Anywhere Documentation

Automation 360

Close Contents


Open Contents

Create a custom role for Document Automation

  • Updated: 2022/04/05
    • Automation 360 v.x
    • Install
    • IQ Bot

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
    • 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.

Next steps

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

Send Feedback