Users with specific roles, permissions, and licenses can perform various tasks within the system, as defined in the Administration tab. The document outlines user types, their tasks, required roles, and licenses, providing guidance on user creation and role customization.

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 Windows device 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.
  • Automation 360 supports custom role creation by allowing all permissions to be non-default and editable. However, for releases before version v30, system-created roles such as, AAE_Admin are mandatory. For more information, see System-created roles.
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 Creates and manages users and device pools AAE_Admin (for actions in the Control Room) and AAE_Pool Admin --

Set up your Document Automation environment

Publish the learning instance to production
Co-Pilot Admin user 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_Robotic Interface Manager and AAE_Robotic Interface Admin 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