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Version: 10.2.4

Manage Control Tower roles and permissions

In Control Tower, the Role Management page lists all roles available for the application users and allows managing associated permissions.

Assign permissions​

The list of roles on the Role Management page is based on that of the wf-control-tower client in Keycloak. To assign permissions to the roles, follow the steps below:

  1. Go to System Settings > Role Management and click a role.

  2. In the Select Role Permissions section, select permission checkboxes as required for the role.

  3. Click Save to save the changes.

Explore default roles' permissions​

Permissions or RolesAdministratorDeveloperOperator
View Analytics✓✓✓
View Tasks✓✓
Task Designer✓✓
Task Advanced Options✓✓
View Results✓✓✓
Generate Snapshot✓✓✓
Task or Business Process Actions✓✓✓
View Business Processes✓✓✓
Import or Export✓✓
View Campaigns✓✓✓
Manage Campaigns✓✓
Schedules✓✓✓
Manage Templates✓✓
Manage Bot Configurations✓✓
Manage Rules✓✓
Manage Data Stores✓✓
View Data Stores✓✓✓
Manage Workers✓✓✓
System Preferences✓✓
Manage Data Sources✓✓✓
Manage Bot Sources✓✓
Manage Answer Types✓✓
Run Priorities✓✓✓
Manage Operations✓✓
Manage Users and Groups✓
Activity Log✓
View Secrets Vault Aliases✓✓✓
Manage Secrets Vault Aliases✓
View Secrets Vault Entries
Manage E-mails✓
Run Data Purge✓✓
Manage Data Purge✓
Erase Use Case Datastores
Advanced Package Import✓✓
Process Deep Copy✓✓
Bot Task Monitoring Access✓✓
Manage Platform Monitor✓✓
Manage AutoML Settings✓✓
View Use Cases✓✓
Manage Retrainings✓✓
Manage models
Manage solution catalog✓✓

Study permission descriptions​

View Analytics​

The Dashboards page provides a high-level performance overview for all Enterprise Edition components. It comprises different widgets (Speed, Capacity, and so on) to visualize statistics and events. By default, it is the first screen you see after logging into Intelligent Automation Cloud Enterprise.

Location: Dashboard

Relative path: /dashboard

View Tasks​

The permission allows you to view all created Manual Tasks. To access the task list, go to the main Control Tower (CT) menu and select Manual Tasks > View All Tasks.

Location:

  • Tasks
  • BP

Relative paths:

  • /tasks
  • /task/edit/{UUID}
  • /task/new

Task Designer​

The permission allows you to view, edit, and create Manual Tasks and Business Processes (BP).

Location:

  • Tasks
  • Business Processes

Relative paths:

  • /task/...
  • /business-process/...
  • /question/...
  • /questions

Task Advanced Options​

The permission allows you to modify the advanced options of a task.

View Results​

The permission allows you to view Task or BP run results:

Location:

  • Tasks
  • Business Processes

Relative paths:

  • task/edit/{uuid}? actTab=RESULTS...
  • business-process/edit/{uuid}?actTab=RESULTS...

Generate Snapshot​

The permission allows you to generate snapshots for a non-draft BP instance.

Task or Business Process Actions​

The permission allows you to copy, pause, stop, resume, delete tasks and BPs using the Actions menu.

Location:

  • Tasks
  • Business Processes

View Business Processes​

The permission allows you to view all created Business Processes. For that, open the main CT menu and select Business Processes > View All.

Location: Business Processes

Relative path: /business-processes

Import or Export​

The permission allows you to import and export task and BP runs, Operations, packages, templates, and so on. Without the permission, users cannot see the import and export functionality on CT pages and view the Packages tabs for tasks or BPs.

Location: All pages

Relative paths:

  • /campaigns
  • /templates
  • /bot-configs
  • /questions
  • /rules
  • /rules-templates
  • /operation-categories
  • /operations

View Campaigns​

The permission allows you to view Campaigns.

Location: Advanced

Relative path: /campaigns

Manage Campaigns​

The permission allows you to manage Campaigns.

Location: Advanced

Relative path: /campaigns

Schedules​

The permission allows you to start tasks and BPs according to a schedule.

Location: Advanced

Relative path: /schedules

Manage Templates​

The permission allows you to create, edit, copy, and delete Templates. Templates enable reusing objects within Intelligent Automation Cloud Enterprise. Tasks, BPs, and Rules are based on Templates.

Location: Advanced

Relative path: /templates

Manage Bot Configurations​

The permission allows you to create, edit, copy, and delete Bot Configs (Bot Tasks).

Location: Advanced

Relative path: /bot-configs

Manage Rules​

The permission allows you to create, edit, delete, and copy rules and rule templates. To access the associated functionality, go to Campaigns > Rules, Campaigns > Rule Templates.

Location: Advanced

Relative paths:

  • /rules
  • /rules-templates

Manage Data Stores​

The permission allows you to create, edit, delete, and export Data Stores, Field Schemes, and Automation Training Sets.

The Data Stores module is a web interface for managing DB tables. You can use Data Stores to keep lookup tables for multi-value Answer options, save BP results, and make queries from Bot Configs and Rules.

Location:

  • Business Processes
  • System Settings

Relative paths:

  • /data-stores
  • /training-sets
  • /field-schemes

View Data Stores​

The permission allows you to only access, view, and download Data Stores. However, you cannot delete or update them via the applications or API.

Location:

  • Business Processes
  • System Settings

Relative paths:

  • /data-stores
  • /training-sets

Manage Workers​

The permission allows you to view and manage:

Location: Workers

Relative paths:

  • /workers
  • /workforces

System Preferences​

The System Preferences page contains all the instance parameters:

note

The User Settings tab is available for any user.

Location: System Settings

Relative paths:

  • /account
  • /filters

Manage Data Sources​

Data Source is a mechanism that provides input data and configuration for your BPs and tasks. The input format is best suited for those Operations where data resides on an external source, such as SFTP Server.

Location: System Settings

Relative path: /data-sources

Manage Bot Sources​

The permission allows you to manage Bot Sources.

Manage Answer Types​

The Answer Types screen allows you to create and manage Answer Types within Intelligent Automation Cloud. Answer Types are used when designing Manual Tasks, setting up ETL Bots, and creating Field Schemes.

Location: System Settings

Relative path: /answer-types

Run Priorities​

The permission allows you to create, edit, and delete Run Priorities.

Location: System Settings

Relative path: /run-priority

Manage Operations​

Operations serve as the basis for both tasks and Bot Configurations. They describe the workflow of a particular Business Process, which makes it possible to use them as templates to create tasks based on that workflow.

Location: System Settings

Relative paths:

  • /operation-categories
  • /operations

Manage Users and Groups​

The permission allows you to manage all permissions for all user roles in Control Tower.

note

This permission does not allow you to edit user emails.

Location: System Settings

Activity Log​

The permission allows you to use the Activity Log module.

Location: System Settings

Relative path: /activity-log

View Secrets Vault Aliases​

The permission allows you to view aliases in Secrets Vault and use them in Business Processes.

Location: System Settings

Relative path: /secure-storage

Manage Secrets Vault Aliases​

The permission allows to view aliases, create, update, and delete records in Secrets Vault.

Location: System Settings

Relative path: /secure-storage

View Secrets Vault Entries​

This permission is available with the Manage Secrets Vault Aliases permission only. It provides access to view all entries in Secrets Vault if no filters are assigned to a user.

Location: System Settings

Relative path: /secure-storage

Manage E-mails​

The permission allows you to edit user emails while creating or editing a user profile.

Location: System Settings

Relative path: /users

Manage Data Purge​

The permission allows executing Data Purge configurations and viewing their list together with the status and execution information. The permission is available for the Developer and Admin roles.

Location: Advanced

Relative path: /account

Run Data Purge​

The permission allows creating, updating, and deleting in addition to viewing and executing Data Purge configurations. The permission is available only for the Admin role.

Location: Advanced

Relative path: /account

Erase Use Case Datastores​

The permission allows applying the drop-data-stores operation in Maven and calling the associated API endpoint to delete the entire Use Case Data Model. The dropping of the whole Data Model is dangerous and is recommended only in development environments. By default, the permission is disabled for all roles. For details, read Manage Data Model with Liquibase.

Advanced Package Import​

The permission allows you to overwrite process versions with significant differences (steps added, deleted, or substituted). See Migrate packages of Tasks and Business Processes.

Location:

  • Tasks
  • Business Processes

Relative paths:

  • /business-processes
  • /tasks

Process Deep Copy​

The Deep Copy option creates a completely unlinked process instance where all steps are separated from the ones in the source BP. See Copy Business Process.

Location: Business Processes

Bot Task Monitoring Access​

The permission allows you to access and monitor the following:

  • Bot Tasks in execution, grouped by Bot Sources
  • Records in execution and submitted but not started Records
  • Thread dumps for Bot Tasks filtered by process UUID
  • Bot Source metrics, such as active record threads, record queue size, executed record total

Location: REST API

Relative paths:

  • /api/v1/monitoring/bots/sources
  • /api/v1/monitoring/bots/sources/{source-name}
  • /api/v1/monitoring/bots/thread-dumps
  • /api/v1/monitoring/bots/thread-dumps?businessProcessUuid={bp-uuid}

Manage Platform Monitor​

The permission makes it possible to manage Platform Monitor objects, such as bots.

Relative path: /v1/jwt/redirect

Manage AutoML Settings​

The permission allows you to view the Configure AutoML tab and configuration settings for Manual Task automation.

Location: Tasks

View Use Cases​

The permission allows you to view Use Cases.

Location: Use Cases

Manage Retrainings​

The permission allows you to manage AutoML model retraining.

Location: Use Cases

Manage models​

The permission allows to view the AutoML menu and interact with its items to manage hyper models, trained models, and model training.

Location: AutoML

Manage solution catalog​

The permission gives you access to the Solution catalog from where you can install and configure AI Agents. When the permission is enabled, you can see the Solution catalog button in the Control Tower UI.

By default, the permission is enabled for the Admin and Developer roles.

Location: Use Cases

Mind permission restrictions​

When a user has a role without appropriate permissions, the following restrictions can be applied in the user interface:

Restricted permissions:

All permissions:

Restricted permissions:

All permissions:

Explore known issues​

  • Impossible to delete a role assigned only to a group. No messages appear after the Delete Confirmation operation.