The roles described below are delivered with Redwood Finance Automation. They are meant as templates to be copied and assigned to users who work with the system in a defined way.

In general Redwood Finance Automation differentiates between several role types:

Admin and support roles
Designer roles
Operative roles
Other roles

Legend:

¹: Delivered Privileges are system-wide, scope may be changed to default partition FCA only

²: Delivered Privilege are system-wide, scope may be changed to object level

note

These roles allow a login to the Redwood Finance Automation UI when the Login URL is provided. The users will have access to the Redwood Finance Automation objects which are relevant to the financial close.

Built-in Roles

Robotics_Admin

Privileges for this role are covered by roles scheduler-admin and scheduler-isolation-administrator which an Administrator should already have.

Usage

Scope: This role is intended for administrators; as such it has no additional privileges.

This role is for administrators.

Robotics_Monitor

Privileges for this role are covered by roles scheduler-user (or redwood-login), scheduler-business-user, and scheduler-viewer which a user for Monitoring should already have.

Robotics_Process_Designer

Usage

Scope: This role is intended for designer users; it allows a user to:

View processes and files, respond to workflows, add notes in the Workbench.
View messages and respond, view files and upload files, add notes in the Inbox.
Start processes enabled for you in the Runner.
Create and change processes in the Studio.
Create tables and documents.
Access the technical Redwood Finance Automation interface.

This role is for designers who work with the Studio.

Object	Privilege Rank
Document	Create
EventDefinition	Create
EventDefinition	All
Format	Edit
JobDefinition	Create
JobLock	Create
JobLock	All
ObjectTag	View
ObjectTagDefinition	View
Queue	SubmitAndView
R2WCatalog	View
SubmitFrame	View
Table	Create
Table	Create
TableDefinition	Create
TableDefinitionDatumDefinition	Create
TimeWindow	All

Robotics_Process_List_Designer

Usage

Scope: This role is intended for operational users; it allows a user to:

Create processes in the Orchestrator.
View process lists.

This role is for operators and designers who work with the Orchestrator.

Object	Privilege Rank
EventDefinition	All
JobDefinition	Create
JobLock	All
Table	All
TableDefinition	All

Robotics_Process_List_Run

Usage

Scope: This role is intended for operational users; it allows a user to:

View process lists and run, but not change them in the Orchestrator.

This role is for operators who work with the Orchestrator.

Object	Privilege Rank
EventDefinition	All
JobDefinition	SubmitAndView
JobLock	All
Queue	SubmitAndView
Table	All
TableDefinition	All

Robotics_Process_User

Usage

Scope: This role is intended for end users; it allows a user to:

View processes and files, respond to workflows, add notes in the Workbench.
View messages and respond, view files and upload files, add notes in the Inbox.
Start processes enabled for that user in the Runner.

This role is for users who interact with the Workbench, Inbox, and Runner.

Object	Privilege Rank
DatumDefinition	Create
EventDefinition	All
Format	Edit
Job	Edit
JobDefinition	SubmitAndView
JobLock	All
Queue	SubmitAndView
R2WCatalog	View
SubmitFrame	View
TimeWindow	All

Robotics_Robot_Designer

Usage

Scope: This role is intended for designer users; it allows a user to:

Create and change processes in the Studio.
Create tables and documents.
Access the technical Redwood Finance Automation interface.

This role is for designers who work with processes.

Object	Privilege Rank
Document	Create
EventDefinition	All
Format	Edit
JobDefinition	Create
JobLock	All
ObjectTag	Create
ObjectTag	View
ObjectTagDefinition	View
ObjectTagDefinitionDatumDefinition	Create
Queue	SubmitAndView
R2WCatalog	Create
R2WCatalog	View
SubmitFrame	Create
SubmitFrame	View
Table	Create
TableDefinition	Create
TimeWindow	All

Robotics_Support

Usage

Scope: This role is intended for technical support.

It allows access to the technical interface for deeper analysis and modification access for technical controls to help troubleshoot a problem.

Object	Privilege Rank
AuditObject	View
AuditRule	All
Credential	View
CredentialProtocol	View
Dashboard	View
DatumDefinition	View
Document	View
EmailAlertGateway	Edit
EventDefinition	ManageEvents
Export	View
ExportRuleSet	View
ExtensionPoint	View
Format	View
HistoryJob	View
Import	View
ImportRuleDefinition	View
ImportRuleSet	View
Job	JobAdministrator
JobApplication	View
JobDefinition	View
JobLock	View
Library	View
NavigationBar	All
ObjectTag	View
ObjectTagDefinition	View
OperatorMessage	Operator
Partition	View
ProcessMonitor	View
ProcessServer	Administrator
QueryFilter	View
Queue	QueueAdministrator
R2WCatalog	View
RegistryEntry	All
RemoteSystem	Edit
Resource	View
SAPSystem	Edit
SubmitFrame	View
Table	View
TableDefinition	View
TimeWindow	View
TimeZone	Edit
Trigger	View
UserMessage	View

financeTopic