Document Automation users
- Updated: 2024/08/08
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
auto-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
(for actions in the Control Room) and
AAE_Pool Admin
Note: You must need an Co-Pilot Admin
user who can create new teams, add members to their team, and
assign new team roles. To work with teams, ensure that Co-Pilot Admin user have the AAE_Robotic
Interface Manager, AAE_Robotic Interface
Admin roles and an Automation Co-Pilot
license.
|
Automation Co-Pilot license |
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
auto-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
auto-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 license is 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
and
auto-document-processor custom role |
Automation Co-Pilot for Business Users | Validate documents as Validator user |