Permission Set

A permission set is a type of authorization that allows the user access. It is a group of settings /permissions that allows the users to access the BOT Manager and Studio. It is also possible to restrict authorization for the users by using permission sets. (For example: A certain requirement may need user to have access to a resource but only to specific fields within that resource in some instances.)

The Permission Set tab displays details such as Name, Description, Created By, User Manage, Edit and Delete Columns.

Project, Process, Queue and Robot permissions can be restricted by administrators and authorized users by clicking on the edit button for each name.

Add permission Set

• Click on the ADD button on the top right. The ‘Add Permission Set’ Popup will appear.
• Type the Permission name and Description.

• Click on the Save button.
• Check the boxes to grant permissions [View, Edit, Execute and Delete] as per the requirement and Click on Save.

• Now Permission Set will be created and it will be displayed in the Permission Set tab.

Note: By clicking the ‘Edit’ option in the permission set tab, a new window as above will open, where the Projects, Processes, Queues and Robots are listed and the permissions (view/edit/execute/delete) of any of these can be changed by selecting the checkboxes.

After the permission set is created, the required users can be added to it through User Manage.

User Manage

After creating a permission set group and adding permission sets to it, access can be provided to the created permission. It can be a Single User or Multiple Users. On adding the user to a group, the user will have the assigned privileges.

The below image illustrates how to manage users in permission set:

On clicking the ‘User Manage’ icon, the ‘Manage User PermissionSet’ Dialog will open where the user can be added by searching the Name.

The added UserName gets displayed in the Table. To remove a particular user, click on the ‘Delete’ icon in Delete column.