Roles
Overview
The Roles tab allows administrators to define and manage access control within the AI Command Center.
A Role is a collection of permissions. Users are not assigned permissions directly — they inherit permissions through assigned roles.
By assigning appropriate roles, administrators control what users can view, create, modify, or delete within the platform.
The Roles tab is available to users with the appropriate role management permissions.
How to access:
From the AI Command Center, open Settings (⚙️) in the top-right corner and navigate to Manage → Roles.
Users can be assigned one or more roles to control what operations they can perform in the AI Command Center:
Base Permissions
Each role is associated with a combination of base permissions supported by IntelliBuddies. These permissions are grouped into categories and sub-categories.
note
The permission categories and sub-categories in this documentation match what is displayed in the AI Command Center UI.
Roles View
The Roles tab displays roles in a structured table format.
Use the Role filter dropdown to filter the displayed roles:
| Filter Option | Description |
|---|---|
| All Roles | Displays both system-defined and custom roles available in the AI Command Center. |
| System Roles | Displays only roles provided by default with the AI Command Center. These roles are read-only. |
| Custom Roles | Displays roles created within the current deployment. These roles can be modified based on permissions. |
Each role entry in the table includes:
| Column | Description |
|---|---|
| Role Name | Name of the role. |
| Role Type | Indicates whether the role is a System Role or Custom Role. |
| Created By | User who created the role (System Account for system roles). |
| Modified At | Date and time of the last modification. |
| Actions | Available operations such as View, Clone, Edit, Delete, or Audit (based on permissions). |
Role Actions
From the Roles tab, you can perform the following actions (based on permissions):
| Option | Description |
|---|---|
| View | View role permissions in read-only mode. |
| Edit | Modify permissions for a custom role. |
| Delete | Remove a custom role. |
| Clone | Duplicate an existing role to create a new custom role. |
| Audit | View the audit trail for the selected role. |
Managing Roles
The AI Command Center includes predefined System Roles that support common access control requirements.
If the available system roles do not meet your organization’s requirements, you can create Custom Roles with tailored permission combinations.
Custom roles allow administrators to define precise access control policies aligned with organizational responsibilities.
Creating a Custom Role
note
To create a new Custom Role, you must either have the Administrator role or hold the Add Role permission.
To create a new role:
- Open the Roles tab
- Select Add Role
- Provide a role name and description
- Select the required permissions
- Add the role
Editing a Custom Role
To modify a custom role:
- Open the Roles tab
- Select the role
- Choose Edit
- Update permissions as needed
- Update the changes
Deleting a Custom Role
To delete a custom role:
- Open the Roles tab
- Select the role
- Choose Delete
- Confirm the action
note
Deleting a role removes its permissions from all users currently assigned to it.
Permission Configuration
When creating or editing a role, permissions are organized into tabs.
1. Basic
This tab defines the core identity of the role, including its name and description. Refer to the screenshot below for the layout and available fields.
2. Access Control
This tab contains permissions related to managing users, groups, and roles within the AI Command Center. Refer to the screenshot below for the complete list of Access Control permissions.
3. RPA
This tab contains permissions related to RPA components within the AI Command Center. Refer to the screenshot below for the complete list of available RPA permissions.
4. BPA
This tab contains permissions related to BPA components, including process execution and task management. Refer to the screenshot below for the complete list of available BPA permissions.
5. AI Command Center
This tab contains platform-level permissions such as triggers, lists, licenses, server logs, and other system features. Refer to the screenshot below for the complete list of available permissions.
Access Controls
Users
| Permission | Description |
|---|---|
| Add User | Grants Permission to create a new User. |
| Edit User | Grants Permission to modify an existing user. |
| View User | Grants Permission to access and view existing users. |
| Delete User | Grants Permission to remove an existing User. |
| Disable User | Grants Permission to deactivate an existing User. |
Groups
| Permission | Description |
|---|---|
| Add Group | Grants Permission to create a new Group. |
| Edit Group | Grants Permission to modify an existing Group, and by default, you can make changes to Groups that you own. |
| View Group | Grants Permission to access and view existing Groups. |
| Delete Group | Grants Permission to remove an existing Group. |
Roles
| Permission | Description |
|---|---|
| Add Role | Grants Permission to create a new Role. |
| Edit Role | Grants Permission to modify an existing custom Role; by default, you can change the roles you created. |
| View Role | Grants Permission to access and view existing Roles. |
| Delete Role | Grants Permission to remove an existing custom Role. |
RPA
RPA Process
| Permission | Description |
|---|---|
| Create Process | Grants Permission to publish an RPA process into the AI Command Center. |
| Edit Process | Grants Permission to edit the published RPA process; by default, you can change the Processes you own. |
| View Process | Grants Permission to view the published RPA process; by default, you can view the Processes you own. |
| Upload Process | Grants Permission to upload the published RPA process. |
| Download Process | Grants Permission to download the published RPA process. |
| Delete Process | Grants Permission to delete the owned and published RPA process. |
| View Other User Processes | Grants permission to view all other users' published RPA processes. |
| Manage Other User Processes | Grants permission to manage all other users ' owned and published RPA processes. |
Job
| Permission | Description |
|---|---|
| Create a Job | Grants Permission to create a Job in the AI Command Center. |
| View Job Details | Grants Permission to view Job details in the AI Command Center. |
| Cancel a Job | Grants Permission to Cancel a Job execution initiated by the User or the User's buddy in the AI Command Center. |
| Manage Other User Jobs | Grants Permission to manage jobs that other users create. |
Smart Station
| Permission | Description |
|---|---|
| Register Smart Station | Grants Permission to register Smart Station in the AI Command Center. |
| Unregister Smart Station | Grants Permission to unregister Smart Station in the AI Command Center. |
| View Smart Station | Grants Permission to view Smart Station in the AI Command Center. |
Buddies
| Permission | Description |
|---|---|
| Register Buddy | Grants Permission to register Buddy in the AI Command Center. |
| Unregister Buddy | Grants Permission to unregister Buddy in the AI Command Center. |
| View Buddy | Grants Permission to view Buddy in the AI Command Center. |
| View Other User Buddies | Grants Permission to view other users' buddies in the AI Command Center. |
| Manage Other User Buddies | Grants permission to manage other users' buddies in the AI Command Center. |
BPA
BPA Process
| Permission | Description |
|---|---|
| Create Process | Grants Permission to publish and clone a BPA process into the AI Command Center. |
| Edit Process | Grants Permission to edit the published BPA process; by default, you can change the Processes you own. |
| View Process | Grants Permission to view the published BPA process; by default, you can view the Processes you own. |
| Upload Process | Grants Permission to upload the published BPA process. |
| Download Process | Grants Permission to download the published BPA process. |
| Delete Process | Grants Permission to delete the published BPA process. |
| View Other Users Processes | Grants permission to view all other users' published BPA processes. |
| Manage Other User Processes | Grants permission to manage all other users' owned and published BPA processes. |
Delegation
| Permission | Description |
|---|---|
| Create Delegation | Grants Permission to create a Delegation of Task. |
| Edit Delegation | Grants Permission to edit the Delegation of Task. |
| View Delegation | Grants Permission to view Delegation. |
| Delete Owned Delegation | Grants Permission to delete the owned Delegation. |
| Delete Other Users' Delegation | Grants Permission to delete another user-owned delegation. |
| Create Delegation for Other Users | Grants Permission to create Delegation for other users. |
Process Instance
| Permission | Description |
|---|---|
| Initiate a Process Instance | Grants Permission to initiate a Process Instance. |
| Cancel a Process Instance | Grants Permission to cancel a Process Instance. |
| View Process Instance Details | Grants Permission to view Process Instance Details. |
| Manage All Process Instances | Grants permission to manage other users' Process Instances. |
| Update Process Instance Data | Grants permission to update process instance data, including associated form instance data. |
Task
| Permission | Description |
|---|---|
| View Task | Grants Permission to view a Task. |
| Cancel Other Users Task | Grants Permission to cancel other users' tasks. |
| View Other User Task | Grants permission to view other user tasks. |
| Reassign My Task | Grants permission to reassign the assigned Task to another User. |
| Reassign Other Users Task | Grants Permission to reassign other users Task. |
| Cancel My Task | Grants permission to cancel task assigned to the user. |
AI Command Center
Trigger
| Permission | Description |
|---|---|
| Add Trigger | Grants Permission to add Trigger. |
| Edit Trigger | Grants Permission to edit Trigger. |
| View Trigger | Grants Permission to view Trigger. |
| Delete Trigger | Grants Permission to delete Trigger. |
| Disable Trigger | Grants Permission to disable Trigger. |
Enterprise Variable
| Permission | Description |
|---|---|
| Add Variable | Grants Permission to add a variable. |
| Edit Variable | Grants Permission to edit the variable. |
| View Variable | Grants Permission to view the variable. |
| Delete Variable | Grants Permission to delete Variable. |
List
| Permission | Description |
|---|---|
| Add List | Permission to add List is granted. |
| Edit List | permission to edit List is granted. |
| View List | permission to view the List is granted. |
| Delete List | Grants Permission to delete List. |
License
| Permission | Description |
|---|---|
| Manage License | Permission to allocate licenses, access app license summaries, review Integration Gateway service credits, and examine IntelliFlow prompt summaries. |
Features
| Permission | Description |
|---|---|
| Enable and Disable Features | Grants Permission to turn AI Command Center Features on or off. |
Audit Logs
| Permission | Description |
|---|---|
| View Audit Logs | Permission to View Audit Logs is granted. |
Email Templates
| Permission | Description |
|---|---|
| Add Email Template | Grants Permission to add Email Template is granted. |
| Edit Email Template | Grants Permission to edit Email Template is granted. |
| View Email Template | Grants Permission to view Email Template. |
| Delete Owned Email Template | Grants Permission to delete the owned Email Template. |
| Delete Other Users Email Template | Grants Permission to delete other User-created Email Templates. |
Connection
| Permission | Description |
|---|---|
| Add Connection | Grants Permission to create a Connection. |
| Edit Connection | Grants Permission to edit Connection. |
| View Connection | Grants Permission to view Connections. |
| Delete Connection | Grants Permission to delete a Connection. |
Recycle Bin
| Permission | Description |
|---|---|
| View Recycle Bin | Grants Permission to view the Recycle Bin. |
| Restore Items | Grants Permission to restore Recycle Bin items. |
| Delete Recycled Items | Grants Permission to delete Recycle Bin items. |
| Manage All Recycle Items | Grants Permission to view, restore, and delete other users' recycled items. |
Global Settings
| Permission | Description |
|---|---|
| View Global Settings | Grants permission to view global settings. |
| Modify Global Settings | Grants Permission to modify global settings. |
Import/Export Jobs
| Permission | Description |
|---|---|
| Manage All Import/Export Jobs | Grants permission to view all the import and export jobs that are created in the AI Command Center. |
Server Logs
| Permission | Description |
|---|---|
| View Server Logs | Grants permission to view server logs. |
Analytics
| Permission | Description |
|---|---|
| View Stats | Grants permission to view Integration Gateway status tabs. |
Business Calendar
| Permission | Description |
|---|---|
| Add Business Calendar | Allows the user to create new business calendars. |
| Edit Business Calendar | Allows the user to modify existing business calendars. |
| View Business Calendar | Allows the user to view business calendar details. |
| Enable and Disable Business Calendar | Allows the user to turn business calendars on or off. |
System Roles
AI Command Center ships the following system roles by default.
| Role | Description |
|---|---|
| Administrator | A user with this Role can manage access control features like Users, Groups, and Roles. |
| RPA Designer | A user with this Role can design, publish, and manage the RPA processes inside the AI Command Center. |
| RPA Member | A user with this Role can initiate, execute, and monitor the RPA jobs. |
| BPA Designer | A user with this Role can design, publish, and manage the BPA processes inside the AI Command Center. |
| BPA Member | A user with this Role can initiate, execute, and monitor the BPA Process instances. |
| Maintainer | A user with this Role acts as an Automation manager for an Organization. The Maintainer role is an elevated role with access to all users and their corresponding entities. |
note
You can view the permissions associated with system roles, but you cannot change them. If the system roles do not satisfy your access control requirements, you can create a custom role.
System Roles Permission
| Permissions | Administrator | RPA Designer | RPA Member | BPA Designer | BPA Member |
|---|---|---|---|---|---|
| Users | |||||
| Add User | Yes | No | No | No | No |
| Edit User | Yes | No | No | No | No |
| View User | Yes | Yes | Yes | Yes | Yes |
| Delete User | Yes | No | No | No | No |
| Disable User | Yes | No | No | No | No |
| Groups | |||||
| Add Group | Yes | No | No | No | No |
| Edit Group | Yes | No | No | No | No |
| View Group | Yes | Yes | Yes | Yes | Yes |
| Delete Group | Yes | No | No | No | No |
| Roles | |||||
| Add Role | Yes | No | No | No | No |
| Edit Role | Yes | No | No | No | No |
| View Role | Yes | Yes | Yes | Yes | Yes |
| Delete Role | Yes | No | No | No | No |
| RPA Process | |||||
| Create Process | No | Yes | No | No | No |
| Edit Process | No | Yes | No | No | No |
| View Process | Yes | Yes | Yes | No | No |
| Upload Process | Yes | Yes | Yes | No | No |
| Download Process | Yes | Yes | Yes | No | No |
| Delete Process | Yes | Yes | No | No | No |
| View Other User Processes | Yes | No | No | No | No |
| Manage Other User Processes | Yes | No | No | No | No |
| Job | |||||
| Create a Job | Yes | Yes | Yes | No | No |
| View Job Details | Yes | Yes | Yes | No | No |
| Cancel a Job | Yes | Yes | Yes | No | No |
| Manage Other User Jobs | No | No | No | No | No |
| Smart Station | |||||
| Register Smart Station | No | No | No | No | No |
| Unregister Smart Station | No | No | No | No | No |
| View Smart Station | Yes | Yes | Yes | No | No |
| Buddies | |||||
| Register Buddy | Yes | Yes | Yes | No | No |
| Unregister Buddy | Yes | Yes | Yes | No | No |
| View Buddy | Yes | Yes | Yes | Yes | Yes |
| View Other User Buddies | No | No | No | No | No |
| Manage Other User Buddies | No | No | No | No | No |
| BPA Process | |||||
| Create Process | No | No | No | Yes | No |
| Edit Process | No | No | No | Yes | No |
| View Process | Yes | No | No | Yes | Yes |
| Upload Process | Yes | No | No | Yes | Yes |
| Download Process | Yes | No | No | Yes | Yes |
| Delete Owned Process | Yes | No | No | Yes | No |
| View Other User Processes | Yes | No | No | No | No |
| Manage Other User Processes | Yes | No | No | No | No |
| Delegation | |||||
| Create Delegation | Yes | No | No | Yes | Yes |
| Edit Delegation | Yes | No | No | Yes | Yes |
| View Delegation | Yes | No | No | Yes | Yes |
| Delete Owned Delegation | Yes | No | No | Yes | Yes |
| Delete Other Users Delegation | No | No | No | No | Yes |
| Create Delegation for Other Users | No | No | No | No | No |
| Process Instance | |||||
| Initiate a Process Instance | Yes | No | No | Yes | Yes |
| Cancel a Process Instance | No | No | No | No | No |
| View Process Instance Details | Yes | No | No | Yes | Yes |
| Manage All Process Instances | No | No | No | No | No |
| Task | |||||
| View Task | Yes | No | No | Yes | Yes |
| Cancel Other Users Task | No | No | No | No | No |
| View Other User Tasks | No | No | No | No | No |
| Reassign My Task | No | No | No | No | No |
| Reassign Other Users Task | No | No | No | No | No |
| Cancel My Task | Yes | No | No | Yes | No |
| Trigger | |||||
| Add Trigger | Yes | Yes | Yes | Yes | Yes |
| Edit Trigger | Yes | Yes | Yes | Yes | Yes |
| View Trigger | Yes | Yes | Yes | Yes | Yes |
| Delete Trigger | No | Yes | No | Yes | No |
| Disable Trigger | Yes | Yes | Yes | Yes | Yes |
| Enterprise Variable | |||||
| Add Variable | Yes | Yes | Yes | Yes | Yes |
| Edit Variable | Yes | Yes | Yes | Yes | Yes |
| View Variable | Yes | Yes | Yes | Yes | Yes |
| Delete Variable | Yes | Yes | Yes | Yes | Yes |
| List | |||||
| Add List | Yes | Yes | Yes | Yes | Yes |
| Edit List | Yes | Yes | Yes | Yes | Yes |
| View List | Yes | Yes | Yes | Yes | Yes |
| Delete List | No | Yes | No | Yes | No |
| License | |||||
| Manage License | Yes | No | No | No | No |
| Features | |||||
| Enable and Disable Features | Yes | No | No | No | No |
| Audit Logs | |||||
| View Audit Logs | Yes | No | No | No | No |
| Email Template | |||||
| Add Email Template | No | Yes | No | Yes | No |
| Edit Email Template | No | Yes | No | Yes | No |
| View Email Template | Yes | Yes | Yes | Yes | Yes |
| Delete Owned Email Template | No | Yes | No | Yes | No |
| Delete Others Email Template | No | No | No | No | No |
| Connection | |||||
| Add Connection | Yes | No | No | No | No |
| Edit Connection | Yes | No | No | No | No |
| View Connection | Yes | Yes | Yes | Yes | Yes |
| Delete Connection | Yes | No | No | No | No |
| Recycle Bin | |||||
| View Recycle Bin | Yes | Yes | Yes | Yes | Yes |
| Restore Items | Yes | Yes | Yes | Yes | Yes |
| Delete Recycled Items | Yes | No | No | No | No |
| Manage All Recycle Items | No | No | No | No | No |
| Global Settings | |||||
| View Global Settings | Yes | Yes | Yes | Yes | Yes |
| Modify Global Settings | Yes | No | No | No | No |
| Business Calendar | |||||
| Add Business Calendar | Yes | No | No | No | No |
| Edit Business Calendar | Yes | No | No | No | No |
| View Business Calendar | Yes | No | No | No | No |
| Enable and Disable Business Calendar | Yes | No | No | No | No |
| Import/Export Jobs | |||||
| Manage All Import/Export Jobs | Yes | No | No | No | No |