Roles and permissions

Roles and permissions allow you to create roles and assign permissions to specific areas of SS&C | Blue Prism® Hub or SS&C | Blue Prism® Interact to these roles. This area is only available if you are an administrator. Before you configure users, it is recommended that user roles are configured. If roles are not configured, users will be able to log on but, without a role assigned, they will get a limited display and no access to features or functionality.

The Roles and permissions page displays a list of existing roles. There are predefined roles automatically created as part of the Hub installation process. These are indicated by a blue tick, for example, the Hub Administrator role. These automatically created predefined roles are locked and cannot be changed or deleted, although you can add users to them. You can click on a role to view the permissions.

To open the Roles and permissions page, click your profile icon to open the Settings page, and then click Roles and permissions.

Find roles

The Roles and permissions page includes two methods for finding roles:

• Search field – This is located above the list of roles. Start typing the name of a role to filter the search results, the list dynamically filters as you enter more characters.
• Filters – The filters enable you to easily find a specific role or roles with specific permissions based on the selected criteria. Click Filter to view and use the filters.

Add roles

1. On the Roles and permissions page, click Create role.

   The Create role section displays.

   

2. Enter a role name and select whether it applies to Hub or Interact.
3. If required, enter a description.

4. Select the items that you want the role to have access to. If you have selected:

   • Hub, select the required plugins from the Add plugin drop-down list.
   • Interact, select the required forms from the Add forms drop-down list.

   You can select more than one item from the list.

5. Select the users that will be assigned this role from the Add user drop-down list. The list only displays users who have appropriate privileges, for example, if the role is for Interact, it will only display Interact users and not Hub users. See Users for more information on user permissions.

   Users can also be added to roles from the Users page.

6. Click Save to create the role.

Edit roles

1. On the Roles and permissions page, select the required role and click Edit.

2. Change the information as required.

   You cannot change the role type. If you are editing a role that displays a blue tick, you can only amend the users assigned to the role.

3. Click Save to apply your changes

Delete roles

You cannot delete a role that displays a blue tick. This is a role that was automatically created when installing Hub or a plugin.

1. On the Roles and permissions page, select the required role and click Delete.

   A message displays asking you to confirm.

2. Click Yes.

   The role is deleted and a confirmation notification displays.