Create multi-role users for Discovery Bot

Create multi-role users when you want to combine system-generated Discovery Bot roles and licenses to provide additional functionality for your users. Depending on your business requirements, you can combine up to three Discovery Bot system-generated roles and two process discovery licenses.

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.

Multi-role users will see a different set of menu actions (vertical ellipsis icon) available on a tile for a process. These actions are different from the standard Discovery Bot user actions that are available on a tile for a process.

The following actions are available for multi-role users (Admin + Business user + Analyst) on a tile for a process:

Admin actions

View process details
Edit process details
Delete process
View/edit process details

Business user actions

Start recording
The Start Recording icon is displayed on a tile for a process, or you can select start recording from the vertical ellipsis icon.
Edit my recording

Analyst action

Analyze processes

View process opportunities

Procedure

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

The Create user page is displayed.
In the General Details section, enter the following user details:

Enable User

Select the check box so that the user can log in immediately.

Username

Enter a unique user name.

Description

Optional: Enter a description for the user.

First name

Optional: Enter the first name of the user.

Last name

Optional: Enter the last name of the user.

Password

Optional: Enter your password and confirm the password.

Email

Enter and confirm the email address for the user. If SMTP is enabled, the user is sent an email to this address to confirm the account. Click the URL in the email to log in to the Control Room and set up your credentials. All important Control Room notifications will be sent to this email address.

In the Select Roles section, select the following roles from the Available roles column to create multi-role users:

Discovery Bot user	Select this role
Admin + Business user	AAE_Discovery Bot Admin and AAE_Discovery Bot User
Admin + Analyst	AAE_Basic, AAE_Discovery Bot Admin, and AAE_Discovery Bot Analyst
Business user + Analyst	AAE_Basic, AAE_Discovery Bot User, and AAE_Discovery Bot Analyst
Admin + Business user + Analyst	AAE_Basic, AAE_Discovery Bot Admin, AAE_Discovery Bot User, and AAE_Discovery Bot Analyst

Click the right arrow to move the roles to the Selected column.

In the Allocate a device license to this user section, select the following:

Discovery Bot user	Action
Admin + Business user	Retain the default None for the user. This user only has access to the Control Room.
Admin + Analyst	Assign the Bot Creator - Development license to this user. Note: This license is required to convert an opportunity to a bot.
Business user + Analyst	Assign the Bot Creator - Development license to this user. Note: This license is required to convert an opportunity to a bot.
Admin + Business user + Analyst	Assign the Bot Creator - Development license to this user. Note: This license is required to convert an opportunity to a bot.

In the Allocate other types of licenses for this user section, select the following:

Discovery Bot user	Action
Admin + Business user	Select the Process recorder license.
Admin + Analyst	Select the Process analyzer license.
Business user + Analyst	Select the Process analyzer and Process recorder licenses.
Admin + Business user + Analyst	Select the Process analyzer and Process recorder licenses.

Click Create user.
The new user is displayed in the User table. If SMTP is enabled, an email will be sent to the new user inviting them to log in.

Next steps

Create a Discovery Bot process

Log in with your multi-role credentials and create a process. Assign users to record and capture the process using the Discovery Bot recorder. Review and analyze business processes.

Automation 360

Create multi-role users for Discovery Bot