Getting started with Human-Bot Collaboration After installing all the necessary components of Human-Bot Collaboration, sign in to Designer as a Super Admin user. This enables you to set up an Admin user, who can then create various other user roles. Overview of user rolesUser accounts in the Human-Bot Collaboration Designer must be associated with at least one role. System-created roles are preconfigured during the Human-Bot Collaboration installation, which cannot be edited or deleted. Creating Admin userSuper admin creates a user with Admin role. Admin can then create other users and assign them specific roles. Based on the assigned roles, users can use the Designer to create forms, task lists and categories, or use the Assistant to execute bots.Creating and publishing a new formA form is a document that provides structural content with little or no changes in the layout. Users with Developer (and Delivery) roles can create and publish forms and view, edit, or delete any existing ones in Human-Bot Collaboration Designer.Creating and publishing a task listTask list is an important feature that enables collaboration between various teams in Human-Bot Collaboration Designer. User with Developer (and Delivery) role can create, publish, view, edit and delete task lists.Creating a new categoryCategories can be used to allocate forms and task lists into respective functions. Users with Developer or Delivery role can create, edit or delete categories in Human-Bot Collaboration Designer.
Getting started with Human-Bot Collaboration After installing all the necessary components of Human-Bot Collaboration, sign in to Designer as a Super Admin user. This enables you to set up an Admin user, who can then create various other user roles. Overview of user rolesUser accounts in the Human-Bot Collaboration Designer must be associated with at least one role. System-created roles are preconfigured during the Human-Bot Collaboration installation, which cannot be edited or deleted. Creating Admin userSuper admin creates a user with Admin role. Admin can then create other users and assign them specific roles. Based on the assigned roles, users can use the Designer to create forms, task lists and categories, or use the Assistant to execute bots.Creating and publishing a new formA form is a document that provides structural content with little or no changes in the layout. Users with Developer (and Delivery) roles can create and publish forms and view, edit, or delete any existing ones in Human-Bot Collaboration Designer.Creating and publishing a task listTask list is an important feature that enables collaboration between various teams in Human-Bot Collaboration Designer. User with Developer (and Delivery) role can create, publish, view, edit and delete task lists.Creating a new categoryCategories can be used to allocate forms and task lists into respective functions. Users with Developer or Delivery role can create, edit or delete categories in Human-Bot Collaboration Designer.
