Create a Bot Creator role in Automation 360 - Control Room administrators can create a custom role with minimum permissions required for a Bot Creator user to build, edit, and run automations in Automation 360 .

Automation 360

Control Room administrators can create a custom role with minimum permissions required for a Bot Creator user to build, edit, and run automations in Automation 360.

Before you begin

Ensure that the following requirements are met:
  • A registered device with Bot Agent installed.
  • Device login credentials set in their user profile (username, and for local runs only the username is needed — no password).
  • The device to be assigned to the user in the Control Room.

Procedure

  1. Navigate to Administration > Roles.
  2. Click Create role.
  3. Enter the Name.
  4. Optional: Enter a description for the role that you are creating.
    Use the Features tab to select the following options:
  5. In the ACTIVITY section, select the View my activity check box.
    This feature enables the user associated with this Bot Creator role to view the automation execution progress and other historical activities. For more information, see Monitor and manage automation activities in Automation 360.
  6. Select the Manage my activity check box.
    Enables the user associated with this role to pause, resume or cancel activities from the In-progress screen and also view the historical activities.
  7. In the BOTS section, select the View my bots check box.
    This feature is required for any user associated with this Bot Creator role to view automations.
  8. Select the Run my bots check box.
    This enables the user associated with this role to execute automations on the registered device.
  9. In the PACKAGE MANAGER section, select the View packages check box.
    Ensure that this feature is enabled to allow users associated with this Bot Creator role to view the available packages and run automations with the minimum required permission.
  10. In the DEVICES section, select the Register device check box.
    This enables the users associated with this role to register a Windows or macOS device for deploying automation.

    Install Bot Agent and register Windows device | Install Bot Agent and register macOS device

  11. Click Next.
    Use the Bots tab to select the available folders that the role will access to.
    Note: Users with this role will automatically receive these permissions on any automations or files added to the folders you select. For more information, see Bot permissions for a role.
  12. Click Next.
  13. Optional: Use the Run as tab to select devices this role will have access to.
    For information on enabling a device to run automation, see Set user device credentials.
  14. Click Next.
  15. Use the Users tab to select the available users whom you want to associate with this role.
  16. Click Create role.

Results

A custom role that can be assigned to Bot Creator users is created in the Control Room. For information on creating a Bot Creator user and adding the Bot Creator- Development license, see Create your users and assign their licensed roles.