Document Intelligence roles

  • Release version: Australia
  • Updated March 11, 2024
  • 1 minute to read

    • These roles are available for the application

    Table 1. Roles details
    RoleDescriptionContains rolesGroups with this roleSpecial considerations
    DocIntel Admin [sn_docintel.admin]Has full access to the Document Intelligence application, except for modifying a subset of system properties, and the billing and internal tables.
    • platform_ml_di.admin
    • action_designer
    • flow_designer
    • sn_ace.ace_user
    • canvas_user
    • usage_admin

    None.

    Important:
    Avoid granting an admin role when more specialized roles are available.
    DocIntel Creation Agent [sn_docintel.creation_agent]Extracts information from documents using the Document Intelligence workspace. Also enables users to create Document Intelligence document tasks and submit them for processing.

    None

    None.

    Important:
    Avoid granting an admin role when more specialized roles are available.
    DocIntel Extraction Agent [sn_docintel.extraction_agent]Extracts information from documents using the Document Intelligence workspace.

    None

    None.

    Important:
    Avoid granting an admin role when more specialized roles are available.
    DocIntel Manager [sn_docintel.manager]Creates and edits use cases, fields, field groups, and document tasks. Views, measures, and analyzes the usage and effectiveness of Document Intelligence using the Platform Document Intelligence Usage dashboard. Grants access to submit document tasks and interact with the Document Intelligence workspace.
    • platform_ml_di.manager
    • action_designer
    • flow_designer
    • sn_ace.ace_user
    • canvas_user
    • usage_admin

    None.

    Important:
    Avoid granting an admin role when more specialized roles are available.
    DocIntel Viewer [sn_docintel.viewer]Has view-only access on Document Intelligence document tasks that they are authorized to view.
    • snc_read_only
    • platform_ml_di.viewer

    None.

    Important:
    Avoid granting an admin role when more specialized roles are available.