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Documentation Index

Fetch the complete documentation index at: https://docs.abbyy.com/llms.txt

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Access to resources in your ABBYY Vantage tenant is controlled through roles. A role is a named set of permissions that you assign to users on the Roles tab of the user dialog. Vantage provides five roles. You can assign more than one role to the same user to combine their permissions.

Tenant Administrator

Full administrative control over the tenant — users, roles, skills, connections, and settings.

Skill Designer

Create, edit, publish, and export skills; manage connections.

Skill User

Process documents with authorized skills. Suitable for end users and integrating applications.

Manual Review Operator

Perform manual reviews at designated Process skill stages.

Processing Supervisor

Monitor transactions and initiate manual reviews at defined Process skill stages.

Tenant Administrator

A Tenant Administrator has all permissions in the tenant and can:
  • Add and remove users
  • Assign any role to users
  • Grant Skill User, Manual Review Operator, and Processing Supervisor access to specific skills or to all skills (including any added later)
  • Create skills
  • Publish skills
  • Create, test, edit, and delete connections
  • Access Skill Monitor to monitor the performance of the system
  • Provision additional tenants via the Vantage API, if granted permission to do so. For more information, see Creating a tenant via the Vantage API.

Skill Designer

The Skill Designer can create new skills and define their purpose within business processes. This role includes full permissions for existing skills and allows the user to:
  • Process documents using skills
  • Copy skills
  • Edit skills
  • Export skills
  • Delete skills
  • Publish skills
  • View skills in the Skill Monitor
  • Create, test, edit, and delete connections

Skill User

The Skill User can work with any skills they are authorized to access, including processing documents, retrieving results, and viewing demo documents. This role is intended for both end users and applications that integrate with ABBYY Vantage (such as mobile apps).

Manual Review Operator

The Manual Review Operator can perform manual reviews at designated Process skill stages. This role can be granted access to selected skills and stages or to all skills and stages.

Processing Supervisor

The Processing Supervisor can monitor transactions as they move through the skills and initiate manual reviews at defined Process skill stages. With this role, the Processing Supervisor can:
  • Perform Manual Review client tasks.
  • Use Skill Monitor to view, open, and cancel transactions for authorized skills, and view associated transaction logs.

Permissions matrix

The following tables list permissions by access group for each role. Yes means the role has the permission; No means it does not. Qualifiers in parentheses (for example, “only allowed skills”) indicate that the permission is scoped further.

Administration

PermissionTenant AdministratorSkill DesignerSkill UserManual Review OperatorProcessing Supervisor
Assign a roleYesNoNoNoNo
Review a subscriptionYesNoNoNoNo
Change tenant settings (managing Vantage API clients and connection to an external identity provider)YesNoNoNoNo
Create, test, edit, and delete connectionsYesYesNoNoNo

Documents

PermissionTenant AdministratorSkill DesignerSkill UserManual Review OperatorProcessing Supervisor
Process documents in the Documents viewYesYesYes (only with permission to Default Process skill)NoNo

Skill Catalog

PermissionTenant AdministratorSkill DesignerSkill UserManual Review OperatorProcessing Supervisor
Find a skillYesYesYes (only allowed skills)NoNo
Try a skillYesYesYes (only allowed skills)NoNo
Create a skillYesYesNoNoNo
Duplicate a skillYesYesNoNoNo
Edit a skillYesYesNoNoNo
Publish a skillYesYesNoNoNo
Export a skillYesYesNoNoNo
Import a skillYesYesNoNoNo
Delete a skillYesYesNoNoNo
Discard unpublished changes to a skillYesYes (only their changes)NoNoNo
Process documents using a skillYesYesYes (only allowed skills)NoNo

Skill Monitor

PermissionTenant AdministratorSkill DesignerSkill UserManual Review OperatorProcessing Supervisor
View a skillYesYesNoNoYes (only allowed skills)
Launch or stop automatic export/importYesNoNoNoNo
View transactionsYesYesNoNoYes (only allowed skills)
Open Manual Review client taskYesYesNoNoYes (only allowed skills)

Data Catalogs

PermissionTenant AdministratorSkill DesignerSkill UserManual Review OperatorProcessing Supervisor
View a data catalogYesYesNoNoNo
Update a data catalogYesYesNoNoNo
Create a data catalogYesYesNoNoNo

Manual Review

PermissionTenant AdministratorSkill DesignerSkill UserManual Review OperatorProcessing Supervisor
Perform manual reviewsYesNoNoYes (only allowed skills and stages)Yes (only allowed skills)

Environment Variables

PermissionTenant AdministratorSkill DesignerSkill UserManual Review OperatorProcessing Supervisor
Create, edit, and delete secretsYesNoNoNoNo
Access secrets from skills, view the list of existing secrets in the script editorYesYesNoNoNo (only on Manual Review client)

User management

Add users, assign roles, and manage permissions

Create and delete users

Provision new users in your tenant

Tenant management

Overview of tenant administration in Vantage