Automation Cloud admin guide

Accessing the platform

Accessing Automation Cloud​

Signing in to Automation Cloud​

• Continue with Google
• Continue with Microsoft
• Continue with LinkedIn
• Continue with SSO
• Continue with Email

Signing up for Automation Cloud​

1. Navigate to cloud.uipath.com. The Sign In window is displayed.

2. Select Sign up. The Create your UiPath user account window is displayed, with the following sign-up options:

   • A. Work email and password
   • B. Continue with Google
   • C. Continue with Microsoft

   

3. Option A. To sign up for Automation Cloud with your work email and password, take the following steps:

   1. Fill in your work email and create a password in the Create your UiPath user account window.
      Note:

      Password must be at least eight characters long and contain at least one uppercase letter, one lowercase letter, one digit, and one special character.

   2. Select Create account. The system sends a verification code to the indicated email address. Copy the received verification code to the clipboard.
   3. Navigate back to Automation Cloud, fill in the verification code in the Verification Code field or select Resend for the system to generate and send a new code to the indicated email address.
   4. Select Continue to validate the verification code. If it successfully validates the verification code, the system creates your user account, and the User account successfully created window opens.
   5. Fill out the Display Name and Job Title fields, then select Next.
   6. On the following window, choose your Country and State/Region, and fill in your Business/Company Name, then select Next. The Create your cloud organization window opens. To learn more about organizations, refer to About organizations.
   7. Fill in the name of your organization.
   8. Select Create Organization. You have now successfully signed up and created your Automation Cloud organization. You can now define organization settings, tenants, users, and configure authentication settings to enable users to sign in under that organization.

4. Option B. To sign up for Automation Cloud with Google, take the following steps:

   1. Select Continue with Google, then wait for the Choose an account window to open. Select an existing account or use a different one. The system checks your credentials. If your credentials are associated with an existing organization, you are taken through the sign in process. Refer to details about the sign-in process.
   2. If your credentials are not associated with any existing Automation Cloud organization, the system initiates the sign-up process, guiding you through creating a new organization by taking the following steps:
      1. The Tell us a bit about yourself window opens. Fill in the Display name field and select a Country/Region.
      2. Select Next.
      3. In the Create your cloud organization window, type in your preferred organization name in the Cloud Organization Name field.
      4. Select Create organization. To learn more about organizations, refer to About organizations.

   

5. Option C. To sign up for Automation Cloud with Microsoft, take the following steps:

   1. Select Continue with Microsoft, then waith for the Pick an account window to open. Select an existing account or use a different one. The system checks your credentials. If your credentials are associated with an existing organization, you are taken through the sign in process. Refer to details about the sign-in process.
   2. If your credentials are not associated with any existing Automation Cloud organization, the system initiates the sign-up process, guiding you through creating a new organization by taking the following steps:
      1. The Tell us a bit about yourself window opens. Fill in the Display name field and select a Country/Region.
      2. Select Next.
      3. In the Create your cloud organization window, type in your preferred organization name in the Cloud Organization Name field.
      4. Select Create organization. To learn more about organizations, refer to About organizations.

   

Signing out​

1. Select the user icon from the header.
2. Select Sign out.

Accessing Automation Cloud Public Sector​

Signing in​

1. Navigate to govcloud.uipath.us. The Sign In window is displayed, with the following options:

   • Continue with Microsoft
   • Continue with SSO
   • Continue with Email.

   

2. Option 1. Select Continue with Microsoft if you previously signed up to your organization using Microsoft Entra ID and you need to log in to your organization to perform maintenance on SSO settings.

   1. Selecting Continue with Microsoft directs you to the Pick an Account window managed by Microsoft. Select an existing account or use a different one.
   2. The system validates your credentials. If you are a member of one organization, the system redirects you to the Automation Cloud Public Sector Homepage. If you are a member of multiple organizations, the system shows you all the organizations you are a member of and enables you to select one. If you are not a member of any organizations, the system doesn't recognize your credentials, so it guides you through the sign-up process.

   

3. Option 2. Select Continue with SSO if your organization was already set up for SSO using your organization's identity provider. This is the preferred option for regular usage of UiPath.

   1. Selecting Continue with SSO leads you to the Sign In with Enterprise SSO page.
   2. You are asked to fill in your organization's URL. If the URL matches with a known organization, and you are a member, the system signs you in through your assigned provider.
      Note:

      Multi-factor authentication might apply.

   3. The system validates your credentials. If you are a member of one organization, the system redirects you to the Automation Cloud Public Sector Homepage. If you are a member of multiple organizations, the system shows you all the organizations you are a member of and enables you to select one. If you are not a member of any organizations, the sign-in fails.

   

4. Option 3. Select Continue with Email to sign in with email and password. Use this option to manage the organization without having to authenticate with the organization's identity provider, for example for setting up SSO for the first time.

   1. Fill in the Email and Password.
      Note:

      Password must be at least 8 characters long and contain at least one uppercase letter, one lowercase letter, one digit, and one special character.

   2. The system validates your credentials. If you are a member of one organization, the system redirects you to the Automation Cloud Public Sector Homepage. If you are a member of multiple organizations, the system shows you all the organizations you are a member of and enables you to select one. If you are not a member of any organizations, the sign-in fails.

Signing up with Microsoft SSO​

1. Navigate to govcloud.uipath.us. The Sign In window opens.

2. Select Continue with Microsoft to use Microsoft SSO. This takes you to Microsoft's Pick an Account window.

   

3. Choose an existing account or opt for using a different one. The system checks your credentials. If your credentials are associated with an existing organization, you are taken through the sign in process. Refer to details about the sign in process.

4. If credentials are not associated with any existing Automation Cloud Public Sector organization, the system initiates the sign-up process, guiding you through creating a new organization:

   1. Fill out the requested details: Display Name and Job Title, then select Next.
   2. On the next window, choose your Country and State/Region, and input your Business/Company Name, then select Next.
   3. On the Create your cloud organization window, write the name of your organization and enter the license code obtained from UiPath.
   4. Select Create Organization. You have now successfully signed up and created your organization on Automation Cloud Public Sector. You can now define organization settings, tenants, services, and configure authentication settings to enable users to sign in under that organization.

   

Signing up with email and password​

1. Navigate to govcloud.uipath.us. The Sign In window opens by default, allowing users with an existing Automation Cloud Public Sector account to sign in.

2. Select Sign up to create a new user account. The Create a user account window opens.

3. Select Continue with Email to use your chosen email and password for your account. The Email and Password fields expand.

   

4. Fill in the chosen email address and password and select Continue. The system sends a verification code to the chosen email address. Copy the received verification code to the clipboard.

5. Back to Automation Cloud Public Sector, fill in the verification code on the Verification Code field or select Resend for the system to generate and send a new code to the chosen email address.

6. Select Continue to validate the verification code. If it successfully validates the verification code, the system creates your user account and the User account successfully created window opens.

7. Fill out the requested details: Display Name and Job Title, then select Next.

   

8. On the next window, choose your Country and State/Region, and input your Business/Company Name, then select Next. The Create your cloud organization window opens.

   

9. Write the name of your organization and upload the license file obtained through the activation of a UiPath license code flow.

   

10. Select Create Organization. You have now successfully signed up and created your Automation Cloud Public Sector organization. You can now define organization settings, tenants, users, and configure authentication settings to enable users to sign in under that organization.

Signing up for a new organization with an existing account​

1. Navigate to https://govcloud.uipath.us/portal_/signup.

2. Sign in using your existing account credentials. Once successfully logged in, the system initiates the sign up process, guiding you to create a new organization.

3. Fill out the requested details: Display Name and Job Title, then select Next.

   

4. On the next window, choose your Country and State/Region, and input your Business/Company Name, then select Next.

   

5. On the Create your cloud organization window, write the name of your organization and upload the license file obtained through the activation of a UiPath license code.

   

6. Select Create Organization. You have now successfully signed up and created your organization on Automation Cloud Public Sector. You can now define organization settings, tenants, services, and configure authentication settings to enable users to sign in under that organization.

Accessing Automation Cloud Dedicated​

Logging in​

1. Navigate to https://cloud.uipath.com. Here you must use the custom URL that you chose for your dedicated instance.

2. Option 1. In the Login window, fill in the Organization name, Username or email, and Password fields.

   

   1. For the Organization name, type the name of your organization to access that specific organization portal. If a different organization is already set, select Change next to its name to specify a different organization name.

      

   2. In the Username or email and Password fields, type your credentials.

   3. Select Log in.

3. Option 2. Select Continue with Enterprise SSO if your organization was already set up for SSO using your organization's identity provider.

   

Signing out​

1. Select the user icon from the header.
2. Select Sign out.