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Custom Roles


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Control Room Administration - CUSTOM ROLE SUMMARY

 

The following summarizes custom roles that are based on Solution Patterns.  A role design like this can be used to define the specific role settings required to support different patterns.

If the Control Room folder structure is defined by business functions/areas, these roles could also be defined at a Business Unit/Function level as well - ex. CUSTOM_RUN_UNATTENDED_SCHEDULE_FINANCE for users managing scheduled automations in Finance, etc.

NOTE: The ‘CUSTOM’ prefix is simply to differentate these roles from the ‘standard/system’ roles available out-of-the-box as part of the Platform.

 

Roles for Automation Consumers

Sample Role Name

Description

Supported Patterns

CUSTOM_RUN_

UNATTENDED_ONDEMAND

Users who run unattended automations on-demand from Control Room.

CUSTOM_RUN_

UNATTENDED_SCHEDULE

Users who schedule unattended automations.

CUSTOM_RUN_

UNATTENDED_API

Users who run unattended automations on-demand via API.

CUSTOM_RUN_

ATTENDED_ONDEMAND

Users who run attended automations on-demand from Control Room.

  • Run Local On Demand

  • Run Local On Demand - CoPilot Desktop

  • Run Local On Demand - CoPilot Desktop - WLM

CUSTOM_RUN_

ATTENDED_TRIGGER

Users who run attended automations via event trigger.

  • Run Local via Event Trigger

CUSTOM_RUN_WLM

Users who run workload management automations on a WLM queue.

  • Run Remote via API - WLM

  • Run Remote On Demand - WLM

  • Run Remote via Schedule - WLM

  • Run Local via Event Trigger - WLM

Roles for Automation Runners

CUSTOM_

UNATTENDEDRUNNER_

WLM

Run As Users with unattended bot runner licenses, that will consume work items from WLM queues.
  • Run Remote via API - WLM

  • Run Remote On Demand - WLM

  • Run Remote via Schedule - WLM

  • Run Local via Event Trigger - WLM

  • Run Local On Demand - WLM

  • Run Local On Demand - CoPilot Desktop - WLM

 

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HUMAN ROLES

 

Consumers of Unattended Automation

 

CUSTOM_RUN_UNATTENDED_ONDEMAND: Run Automations on-demand from Control Room

 

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Some users need access to login to the Control Room and run ‘unattended’ automations on a set of licenses (Run-As Users) and Devices.

As the role will also dictate WHICH Automations they can run (Control Room folders), larger organizations/programs will want to have more granular roles that limit the folders containing Automations they can access- ex.

RUN_UNATTENDED_ONDEMAND_BUSUNITA, RUN_UNATTENDED_ONDEMAND_BUSUNITB, RUN_UNATTENDED_ONDEMAND_BUSUNITC

 

 

Features

Run-As

Bots

  • (1) or more “Bot Runners” - aka Run-As Users with Unattended Runner licenses

  • Folders with specific automations

    • Folders with reusable Automations, called/dependencies of use case automations

 

 

 


CUSTOM_RUN_UNATTENDED_SCHEDULE: Run Automations by scheduling in the Control Room

 

Show content

 

 

Some users need access to login to the Control Room and schedule ‘unattended’ automations on a set of licenses (Run-As Users) and Devices.

As the role will also dictate WHICH Automations they can run (Control Room folders), larger organizations/programs will want to have more granular roles that limit the folders containing Automations they can access - ex.

RUN_UNATTENDED_SCHEDULE_BUSUNITA, RUN_UNATTENDED_SCHEDULE_BUSUNITB, RUN_UNATTENDED_SCHEDULE__BUSUNITC

 

Features

Run-As

Bots

 

 

 

  • (1) or more “Bot Runners” - aka Run-As Users with Unattended Runner licenses

  • Folders with specific automations

  • Folders with reusable Automations, called/dependencies of use case automations


 

 

 

CUSTOM_RUN_UNATTENDED_API: Run Automations by calling Control Room APIs

 

Show content

 

Features

Run-As

Bots

 

 

 

  • (1) or more “Bot Runners” - aka Run-As Users with Unattended Runner licenses

  • Folders with specific automations

 

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Consumers of Attended Automation

CUSTOM_RUN_ATTENDED_ONDEMAND: Run attended Automations on-demand

 

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Some users are assigned an ‘attended runner' license, and need access to login to the Control Room and run ‘attended’ automations on their own device (ex. laptop/PC).

As the role will also dictate WHICH Automations they can run (Control Room folders), larger organizations/programs will want to have more granular roles that limit the folders containing Automationsthey can access - ex.

RUN_ATTENDED_ONDEMAND_BUSUNITA, RUN_ATTENDED_ONDEMAND_BUSUNITB, RUN_ATTENDED_ONDEMAND_BUSUNITC

 

Features

Run-As

Bots

 

  • (1) or more business users with Attended Runner licenses

  • Folders with specific automations

  • Folders with reusable Automations, called/dependencies of use case automations

 

 

 

CUSTOM_RUN_ATTENDED_TRIGGER: Run Attended Automations via event trigger

 

Show content

 

 

Some users are assigned an ‘attended runner' license, and event triggers will initiate execution of the automation on on their own device (ex. laptop/PC).

As the role will also dictate WHICH Automations they can run (Control Room folders), larger organizations/programs will want to have more granular roles that limit the folders containing Automationsthey can access - ex.

RUN_ATTENDED_TRIGGER_BUSUNITA, RUN_ATTENDED_TRIGGER_BUSUNITB, RUN_ATTENDED_TRIGGER_BUSUNITC

 

 

Features

Run-As

Bots

 

  • (1) or more Attended “Bot Runners” - aka business users assigned Attended Runner licenses

  • Folders with specific automations

  • Folders with reusable Automations, called/dependencies of use case automations

 

 

 

Run Workload Management (WLM) Automation

CUSTOM_RUN_WLM: Run Automations that consume Work Items from Queues (WLM)

 

CONTENT COMING SOON!

 

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AUTOMATION RUNNER ROLES

 

CUSTOM_UNATTENDEDRUNNER_WLM: Run As Users representing Bot Runners to execute Work Items from Queues (WLM)

 

CONTENT COMING SOON!

 

CUSTOM_UNATTENDEDRUNNER_TRIGGER: Run unattended Automations via event trigger

 

CONTENT COMING SOON!

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