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Document Automation users

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Document Automation users

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Updated: 2025/03/10

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.

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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 Process documents in Document Automation Publish the learning instance to production Create a custom role for 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	--	Create a custom role for Document Automation
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 Document processing product licenses	Create a custom role for Document Automation
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 Create a custom role for Document Automation

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