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Create a custom role for Document Automation

  • Actualizado: 2022/04/05
    • Automation 360 v.x
    • Instalar
    • IQ Bot

Create a custom role for Document Automation

With a custom role, Document Automation users can check in and check out bots, manage packages, and validate documents.

Procedimiento

  1. Navigate to Administration > Roles > Create role.
  2. Provide a name for the role, such as aari-document-processor.
  3. In the Feature permissions page, select the following:
    • View my bots
    • Run my bots
    • Export bots
    • Import bots
    • Create folders
    • Rename folders
    • Cancel checkout
    Packages
    • View packages
    • Manage packages
    Automation Anywhere Robotic Interface
    • Cross Team Read
    • AARI Scheduler
  4. In the Bots permissions page, select all the check boxes in the Bots row.
  5. Click Save to create the role.

Qué hacer a continuación

Create users and assign this custom role to them. For more information about the required users, refer to Document Automation users.

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