Set up roles and permissions for the Automation Admin, Pro Developer, and Citizen Developer to ensure they can access AI Agent Studio features based on their roles and tasks.

The following sections describe the roles and permissions for each persona in details.

Note: AI Agent Studio requires Enterprise Platform license. After procuring the Enterprise Platform license, the IT Admin, with the AAE_Admin role, would create a role for the Automation Admin. After which, the Automation Admin would create roles and assign permissions to other users based on their tasks.

Automation Admin

Role: AAE_Basic, Automation Admin Custom role

License: Attended Bot Runner

The Automation Admin Custom role requires following permissions:
Automation Admin Custom role Permissions
Automation Admin Custom role
  • View Model connections > Manage Model connections
  • View Settings > Manage Settings.
  • Credentials > Manage my credentials and lockers (select all check boxes)
  • In addition to the above permissions:
    • Navigate to Administration > Settings > AI Data Management
    • Click edit icon to edit the Data logging settings and select Enable and then select Allow users to disable logs on AI Skills.
A few points to keep in mind:
  • The Automation Admin enables the AI Data Management > Data logging settings setting for other users. Once this is enabled for the users, the Automation Admin can also enable the AI Governance settings for them.
  • The Automation Admin creates and assigns the Pro Developer and Citizen Developer Custom roles to the users as per their tasks.
  • As per requirement, the Automation Admin can enable the AI Governance permissions for any persona by enabling: View AI governance logs > View AI governance log details .

Pro Developer

Role: AAE_Basic, Pro Developer Custom role

License: Bot Creator, Automation Co-Pilot Business User1

The following settings are required for a pro developer while configuring and using the AI Agent Studio:

Data logging settings
  • Navigate to Administration > Settings > AI Data Management
  • Click edit icon to edit the Data logging settings and select Enable and then select Allow users to disable logs on AI Skills.
    Note: Once the Automation Admin enables the Data logging settings for the Pro Developer, the developer will see the Data logging enabled switch in the AI Skills screen. This switch gives them the ability to enable or disable data logging specifically for that AI Skill. If a developer disables the switch, all prompt data - including the prompt-text, response, and parameter settings will be masked in the AI prompt log.
Generate prompt while creating an AI Agent
  • Navigate to Administration > Settings > Co-Pilot for Automators
  • Click edit icon to edit the Co-Pilot for Automators and select Enable .
    Note: Once the Automation Admin enables this setting for the Pro Developer, they would see the Generate prompt for your Agent screen while creating an AI Agent.
The Pro Developer Custom role requires following permissions. The Automation Admin creates and assigns this role:
Pro Developer Custom role Permissions
Pro Developer Custom role
  • View Model Connectionsand Manage Model Connections
  • AUTOMATOR AI > Co-Pilot for Automators1
  • View roles
  • View Settings
  • Credentials > Manage my credentials and lockers > View and edit ALL credentials attributes value
  • BOTS > View my bots.
    Note: Check all the check boxes for the View my bots setting after which, the Bots tab gets enabled. Select all check boxes for the Bots tab as well. This will ensure folder-level permissions for the Pro developer.

Citizen Developer

Role: AAE_Basic, Citizen Developer Custom role

License: Bot Creator, Automation Co-Pilot Business User1

The Citizen Developer Custom role requires following permissions. The Automation Admin creates and assigns this role:
Citizen Developer Custom role Permissions
Citizen Developer Custom role
  • View Model Connections
  • Credentials > Manage my credentials and lockers > View and edit ALL credentials attributes value
  • Bots > View my bots
    Note: Check all the check boxes for the View my bots setting after which, the Botstab gets enabled. Select all check boxes for the Bots tab as well. This will ensure folder-level permissions for the Pro developer.

1This is required for creating or running AI Agents and not for creating or running AI Skills.

Note: To run the process in public workspace or Co-pilot, the user should have Automation Co-Pilot Business User license.