Document Automation users
- Updated: 2023/01/27
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
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 |
Standard Forms model creator | Creates an extraction model. | AAE_IQ Bot Services or AAE_IQ Bot Admin | Document Automation Standard Forms (Number of pages) | Create a custom extraction model using Standard Forms |
Document Automation Admin | Deploys the Automation Co-Pilot process and RPA bots to the unattended Bot Runner, manages Automation Co-Pilot teams, and assigns validation tasks to a team | AAE_Admin , AAE_Pool Admin , AAE_Locker Admin , AAE_Robotic Interface Manager , and AAE_Robotic Interface Admin | -- |
Set up your Document Automation environment Create a team and assign roles to team members Publish the learning instance to production |
Scheduler | Enables the Control Room and Automation Co-Pilot to connect learning instances in
public mode to Automation Co-Pilot
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, Automation Co-Pilot for Business Users, and the product licenses necessary to upload documents to learning instances in production: IQ Bot pages, standard forms, or Document AI | -- |
Validator | Validates documents that were processed by a learning instance in public mode. | AAE_IQ Bot Validator and AAE_Robotic Interface User | Automation Co-Pilot for Business Users | Validate documents in Document Automation |