Hi
How to add business into Action Center task so that they can take action (Approve or Reject) ?
Regards
Ritesh
To let business users approve/reject Action Center tasks, you need to configure:
1. Folder access in Orchestrator
Assign each business user (or group) to the Orchestrator modern folder where the actions are created:
- Follow steps in Access control to
2. Roles & permissions (Action User)
For business users who only work on their own tasks (My Actions):
Minimum recommended permissions in that folder:
- Actions: View, Edit
- Action Self Assignment: Create, Edit, Delete
- (Optional, if needed) Storage Files: View, Edit, Create
- Storage Buckets: View
This matches the Document validation user pattern in Roles and permissions.
If some users must manage others’ tasks (Manage Actions view), use an Action Admin–style role with Action Assignments: Edit/Create/Delete.
3. Licenses
Depends on your commercial model:
Flex Plan (Flex licensing):
Any of these Named User licenses gives Action Center access:
- Action Center – Named User (view/act only)
- Attended / Citizen Developer / RPA Developer / Automation Developer – Named User
- Cloud – Basic – Named User (cloud only)
Unified Pricing (Unified Pricing licensing):
User must have at least:
- Basic, Plus, Pro, App Tester, or App Test Developer
(Unlicensed/Express cannot use Actions.)
Hi @Ritesh_Burman,
-
User must have access to Action Center
The user should have access to the tenant. Also, have an Action Center license assigned if required by your licensing model. The user should have been logged into the orchestrator atleast once. -
The user must be added to the folder where the process/action is created.
At a minimum, the user needs access to the folder containing: Action Catalog, Action, Process generating the action
Without folder-level access, tasks may not appear even if the user has tenant-level permissions. -
Action Center Permissions
UiPath recommends granting permissions on these entities:
These permissions allows the user to Open assigned tasks, Enter required data and Complete/submit tasks
Hope this helps.
Cheers!!
