System roles - System roles are preconfigured with the permissions necessary to perform the tasks within the scope of that role. Users with Manage roles permission can assign the roles to the authorized users to enable them to access features and perform operations in the Control Room .

Automation 360

System roles are preconfigured with the permissions necessary to perform the tasks within the scope of that role. Users with Manage roles permission can assign the roles to the authorized users to enable them to access features and perform operations in the Control Room.

Note: You can create custom roles based on your organizational requirements instead of using the system-defined roles.

Automation 360 roles

Role Permissions
AAE_Admin

This role allows access to all features, enables users to create other Admin users, and provides access to all folders and files in the public workspace, including permissions to Create/Edit/Delete Global Values. This is the only role that can access Control Room settings.

Dashboard
View dashboards
Activity
  • View my activity
  • Manage my activity
  • View activity from user's folder
  • Manage activity from user's folder
  • View everyone's activity
  • Manage everyone's activity
  • View my scheduled bots and holiday calendars
  • Schedule my bots to run
  • Edit my scheduled activity
  • Delete my scheduled activity
  • View ALL scheduled activity from my Folders and holiday calendars
  • Manage ALL scheduled activity from my Folders
  • View ALL scheduled activity and holiday calendars
  • Manage ALL scheduled activity
  • Manage holiday calendars
  • Set automation priority to high
Event Triggers
  • View event triggers
  • Manage event triggers
  • View and manage my event triggers
Bots
  • View my bots
  • Run my bots
  • Export bots
  • Download exported files
  • Import bots
  • Label bots
  • Recover bots
  • Create folders
  • Rename folders
  • Cancel checkout
  • Restore from git
  • Partition repository
  • Download data files
Global Values
View and manage global values
Credentials
  • Manage my credentials and lockers
  • Create standard attributes for a credential
  • Bot Auto-Login Credentials API
External Vault
  • View external vault
  • Manage external vault
OAuth Connections
  • View connections
  • Manage connections
Code Analysis Policy Enforcement
Enable enforcement for bot check-in
Package Manager
  • View packages
  • Manage packages
Devices
  • Register device
  • Edit the device(s)
  • Delete the device(s)
  • View and manage ALL device(s)
  • View all bot runner users
  • Attest device credentials
  • View and manage my Bot Runners, Bot Creators, and device pools
Workload
Manage ALL queues
Bot Store
  • View Bot Store
  • Submit bots to Bot Store
Audit Log
View everyone's audit log actions
Observability
  • View operations data
  • View operations details
  • Export operations details
  • View private repo operation details
  • Create custom dashboards
  • Import custom dashboards
  • Publish custom dashboards
Administration
  • View users
  • Create users
  • Edit users
  • Delete users
  • View roles
  • Manage roles
  • View Users and Roles basic information
  • View Settings
  • Manage Settings
  • View and manage compliance reports
  • View migration
  • Manage migration
  • View bot update
  • Manage bot update
  • Allow a Bot Runner user to update bots
  • View licenses
  • Manage user's device licenses
  • Install licenses
  • View policies
  • Manage policies
  • Import to any developer private repository
Bot Insight
View operations data
API
Bot Insight Data API
Automation Co-Pilot Setup
View and manage bots from My Folders
Process Composer
View and manage processes from My Folders
AAE_Basic

This role provides permissions to upload and download Task Bots in the My Tasks folder. Limited access to other features.

Dashboard
View dashboards
Bots
  • View my bots
  • Run my bots
Credentials
Create standard attributes for a credential
Code Analysis Policy Enforcement
Enable enforcement for bot check-in
Package Manager
View packages
Devices
Register device
Bot Store
View Bot Store
Administration
View Users and Roles basic information
AAE_Bot Developer
This role allows users to download bots or packages from Agentic App Store (formerly Bot Store) to the Control Room private workspace.
Note: This role does not grant permission to register a device, or check bots in or out of the public workspace.
Bots
  • View my bots
  • Run my bots
  • Import bots
  • Create folders
Credentials
Create standard attributes for a credential
Code Analysis Policy Enforcement
Enable enforcement for bot check-in
Package Manager
  • View packages
  • Manage packages
Bot Store
  • View Bot Store
  • Add bots from Bot Store to My Bots
Administration
View Users and Roles basic information
AAE_Locker Admin

Can view all credentials and all lockers. They can change the owner of a credential that they do not own. For lockers they do not own, they can delete the locker, edit permissions, and remove credentials.

Credentials
  • Manage my lockers
  • Administer ALL lockers
  • Create standard attributes for a credential
External Vault
View external vault
Code Analysis Policy Enforcement
Enable enforcement for bot check-in
Administration
View Users and Roles basic information
AAE_Pool Admin
Permissions to view and manage all device pools.
Note: This role does not grant permission to view bots.
Credentials
Create standard attributes for a credential
Code Analysis Policy Enforcement
Enable enforcement for bot check-in
Devices
  • View and manage my Bot Runners, Bot Creators, and device pools
  • Create device pools
  • Administer ALL device pools
Administration
View Users and Roles basic information
AAE_Queue Admin

Permissions to view and manage all queues.

Credentials
Create standard attributes for a credential
Code Analysis Policy Enforcement
Enable enforcement for bot check-in
Workload
  • Create queues
  • Manage ALL queues
  • Export queues
  • Import queues
Administration
View Users and Roles basic information
AAE_Bot Migration Admin
This role allows users to view and manage the bot migration process.
Note: This role also has permissions to view content, and check in and check out bots from the Bots, My Tasks, and My MetaBots folders. These folder permissions are implicit and not displayed on the application.
Activity
View my activity
Bots
  • View my bots
  • Run my bots
Credentials
  • Manage my credentials and lockers
  • Create standard attributes for a credential
  • View and edit ALL credentials attributes value
External Vault
View external vault
Code Analysis Policy Enforcement
Enable enforcement for bot check-in
Package Manager
View packages
Devices
  • Register device
  • View all bot runner users
  • View and manage my Bot Runners, Bot Creators, and device pools
Audit Log
View everyone's audit log actions
Administration
  • View Users and Roles basic information
  • View migration
  • Manage migration
  • Allow a Bot Runner to perform migrations

IQ Bot roles

Role Permissions
AAE_IQ Bot Validator

For a Bot Runner with an IQ Bot license. Permissions to access the IQ Bot Validator screen. Limited access to Control Room features.

Credentials
Create standard attributes for a credential
Code Analysis Policy Enforcement
Enable enforcement for bot check-in
Administration
View Users and Roles basic information
IQ Bot
  • View IQ Bot
  • View learning Instances
  • Launch validator
AAE_IQ Bot Services

Permissions to access the IQ Bot console. Limited access to Control Room features.

Activity
Set automation priority to high
Credentials
Create standard attributes for a credential
Code Analysis Policy Enforcement
Enable enforcement for bot check-in
Administration
View Users and Roles basic information
IQ Bot
  • View IQ Bot
  • View learning Instances
  • View learning instances from the same role
  • View ALL learning instances
  • Launch validator
  • Create learning instances
  • Edit learning instances
  • Delete learning instances
  • Send learning instances to production
  • Train learning instance groups
  • Connect Learning Instance
AAE_IQ Bot Admin

Allows access to all IQ Bot features.

Activity
Set automation priority to high
Credentials
Create standard attributes for a credential
Code Analysis Policy Enforcement
Enable enforcement for bot check-in
Audit Log
View everyone's audit log actions
Administration
View Users and Roles basic information
IQ Bot
  • View IQ Bot
  • View learning instances
  • View learning instances from the same role
  • View ALL learning instances
  • Launch validator
  • Create learning instances
  • Edit learning instances
  • Delete learning instances
  • Send learning instances to production
  • Train learning instance groups
  • Connect Learning Instance
  • View domains
  • Create domains
  • Import domains
  • Export domains
  • View Administration
  • View and manage settings
  • View and manage migration

Bot Insight roles

See Roles to access Bot Insight.

Automation Co-Pilot for Business Users roles

Role Permissions
AAE_Robotic Interface Admin
Code Analysis Policy Enforcement
Enable enforcement for bot check-in
Administration
  • View users
  • Edit users
  • View Users and Roles basic information
Automation Co-Pilot Setup
  • View and Manage MY teams
  • View and Manage ALL teams
  • View and Manage ALL applications
  • View and Manage ALL bots
  • View and Manage ALL extensions
Process Composer
  • View and Manage all processes
  • View all requests from public processes
  • View all requests from public and private processes
  • Delete my requests
  • Delete my group requests
  • Delete all requests
  • View all tasks from public processes
  • View all tasks from public and private processes
  • Reassign my group tasks
  • Reassign all tasks
AAE_Robotic Interface Manager
Code Analysis Policy Enforcement
Enable enforcement for bot check-in
Administration
  • View users
  • Edit users
  • View Users and Roles basic information
Automation Co-Pilot Setup
View and manage MY teams
Process Composer
  • Delete my requests
  • Delete my group requests
  • Reassign my group tasks
AAE_Robotic Interface User
Code Analysis Policy Enforcement
Enable enforcement for bot check-in
Administration
View Users and Roles basic information
Process Composer
  • Delete my requests
  • Reassign my group tasks