Document Automation users
With the required roles, permissions, and licenses, Document Automation users can perform various tasks. IQ Bot 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: Crea un utente
Nota: 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.
| 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 aari-document-processor custom role |
Bot Creator AARI user |
Create a learning instance in Document Automation |
| Admin | Deploys the AARI process and RPA bots to the unattended Bot Runner, manages AARI teams, and assigns validation tasks to a team | AAE_Admin, AAE_Pool Admin, and AAE_Robotic Interface Manager | -- |
Set up your Document Automation environment |
| Scheduler | Enables the Control Room and AARI to connect learning instances in
public mode to AARI
processes. Nota: This user is not associated with a real
person. |
AAE_IQ Bot Services, AAE_Basic, and aari-document-processor custom
role |
-- | -- |
| Unattended Bot Runner | Runs the RPA bots for learning instances in
public mode to upload, process, and download
documents. Nota: This user is not associated with a real
person. |
AAE_IQ Bot Services, AAE_Basic, and aari-document-processor custom role
Nota: 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 | -- |
| Validator | Validates documents that were processed by a learning instance in public mode. | AAE_IQ Bot Validator and AAE_Robotic Interface User | AARI user | Validate documents in Document Automation |