Create a custom role for Document Automation

You must create a custom role in Document Automation to work with bots, packages, and so on.

With a custom role in Document Automation you can,
  • Check in and check out bots.
  • Manage packages.
  • Validate documents.
  • Process documents in Co-Pilot.
  • Manage (create, publish, and migrate) the learning instances.

Procedure

  1. Navigate to Administration > Roles > Create role.
  2. Provide a name for the role, such as auto-document-processor.
  3. In the Feature permissions page, select the following permissions:
    • Set automation priority to high
    • View my bots
    • Run my bots
    • Export bots
    • Import bots
    • Create folders
    • Rename folders
    • Cancel checkout
    Package Manager
    • View packages
    • Manage packages

    In the Process Composer section, select Scheduler.

  4. In the Bots permissions page, select all the check boxes in the Bots row.
  5. Click Save to create the role.

Next steps

Create users and assign this custom role to them. For more information about the required users, see Document Automation users.