Give operators, reviewers and exception owners access to the records they handle.
| Role | Queue and organization setup | Bot definition planning | Independent review | Execution and attempts | Receipts and provenance | Exceptions and correction |
|---|---|---|---|---|---|---|
| Automation Operator | View | Edit | View | Edit | Edit | Edit |
| Bot Reviewer | — | View | Edit | View | Edit | Edit |
| Queue Administrator | Edit | Edit | Edit | View | View | View |
| Exception Coordinator | — | View | View | View | View | Edit |
| Operations Analyst | — | View | View | View | View | View |
| Admin | Edit | Edit | Edit | View | View | View |
Owns bot definitions, schedules eligible revisions and follows execution results.
Starts on: Scheduled bot definitions
Makes independent revision decisions and verifies supporting evidence.
Starts on: Scheduled bot definitions
Maintains the organizations, queues and mappings used to plan bot work.
Starts on: Bot planning schedule
Assigns and closes corrective actions while preserving run history.
Starts on: Execution attempts requiring attention
Reads run outcomes and evidence for operational reporting.
Starts on: Observed bot outcomes
Maintains access and configuration for the operating team.
Start free, then use Proto to change fields, steps and approvals before your team goes live.