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Document Automation users

  • Updated: 2022/09/12
    • Automation 360 v.x
    • IQ Bot
    • Digitize

Document Automation users

With the required roles, permissions, and licenses, Document Automation users can perform various tasks. Users and roles are defined in the Administration tab.

The following table contains information about each type of user that interacts with Document Automation. It includes a description of the tasks that each user performs, the required roles, permissions, and licenses, and links to the pages most relevant to that user. Use this page to guide you in creating the users in the table below: Create a user

Note: Some users require a custom role in Document Automation. This role grants users permissions to check in and check out bots, manage packages, and validate documents. For instructions on how to create a custom role, see Create a custom role for Document Automation.
User Description Roles License Related links
Learning instance creator Can create, edit, and delete learning instances, upload documents for processing, and check in or check out learning instances. AAE_IQ Bot Services, AAE_Basic, and aari-document-processor custom role Bot Creator

Create a learning instance in Document Automation

Process documents in Document Automation

Publish the learning instance

Admin Deploys the AARI process and RPA bots to the unattended Bot Runner, manages AARI teams, and assigns validation tasks to a team AAE_IQ Bot Admin, AAE_Pool Admin, AAE_Locker Admin, and AAE_Robotic Interface Manager --

Set up your Document Automation environment

Create an AARI team and assign team roles to members

Publish the learning instance
Scheduler Enables the Control Room and AARI to connect learning instances in public mode to AARI processes.
Note: This user is not associated with a real person.
AAE_IQ Bot Services, AAE_Basic, and aari-document-processor custom role -- --
Unattended Bot Runner Runs the RPA bots for learning instances in public mode to upload, process, and download documents.
Note: This user is not associated with a real person.
AAE_IQ Bot Services, AAE_Basic, and aari-document-processor custom role
Note: Provide the device credentials when you configure this user. You will connect the Unattended Bot Runner user to the device in one of the steps in Set up your Document Automation environment.
Unattended Bot Runner and product licenses to upload documents to learning instances in production: IQ Bot pages or Document AI Document processing product licenses --
Validator Validates documents that were processed by a learning instance in public mode. AAE_IQ Bot Validator and AAE_Robotic Interface User AARI user Validate documents in Document Automation
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