Create a custom role for Discovery Bot

Learn how to create a Discovery Bot custom role that allows users to select Discovery Bot feature permissions from standard business user roles (Admin, Business user, or Analyst roles), and a single Control Room admin feature permission for viewing users.

Prerequisites

Ensure that you have purchased the necessary Discovery Bot licenses for your business users: Prerequisites for Discovery Bot.

To use the Discovery Bot features, the user must be assigned the appropriate role and licenses.

Note: The Discovery Bot Admin role and permissions are distinct from the Control Room Admin role. See Discovery Bot users.

Use case: The Discovery Bot custom role user is enabled with Control Room Admin feature permissions for viewing users, but does not have edit permissions. The role allows the user to view and manage all Discovery Bot feature permissions for processes, recordings, aggregations, and opportunities. However, the role does not allow the user to view opportunities or the associated metadata created by other analysts in the Opportunities tab. The permission to view all opportunities is not enabled for the user.

Procedure

From your local machine, log in to your Control Room as administrator.
Go to Administration > Roles.
Click Create role.
The icon is located at the top-right of the All roles table.

The Create role page is displayed.
Enter a Role name, and optionally enter a Role description.
Scroll to the Administration section.
Select View users.
Select View roles.
Scroll to the Discovery Bot section.
Select View assigned process at the parent level.
The child-level permissions are enabled.
Select all the following feature permissions: .
1. Discovery Bot process feature permissions at the child level
2. Discovery Bot recording feature permissions at the parent and child levels
3. Discovery Bot aggregation feature permissions at parent and child levels
4. Discovery Bot opportunity feature permissions at the parent and child levels
  
  Note: Do not select View all opportunities.
Click Create role.
The Discovery Bot custom role is created.

Next steps

Assign the Discovery Bot custom role to a user

Automation 360

Create a custom role for Discovery Bot