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Uniphore Help Center Portal

Organization-level Roles and Permissions

At the organization level, we have three roles:

Organization Admin: Org admin have all permissions

Creator: Creators can create and share workflows, and grant access to other users to the workflows they created. They can not access workflows created by others unless explicitly invited.

User: A user can be given explicit permission at the workflow or task level, and can hold multiple roles across different workflows.

Permission

Org Admin

Creator

User

Dashboard

view

For workflows they have access to

For workflows they have access to

Workflow (API Automation)

create

view

edit

delete

share

Tasks

create/add

edit/review

view task and task list

User Management/Teams

create/add/edit/view/delete

Executions (API Automation)

retry/delete

view list

Workflow (UI Automation)

create

view

edit

delete

Execution (UI Automation)

create

view

edit

= has permission

• = no permission (no permission means they don’t have it on the org level, but they can be granted more explicit permissions on lower resource level)

□ = deny permission (deny permission means no matter what permissions they get on lower resource levels, they still cannot perform that action)