- Getting started
- Host administration
- Organizations
- Tenants and services
- Authentication and security
- Licensing
- Accounts and roles
- About accounts and groups
- Managing user accounts
- External applications
- Testing in your organization
- AI Trust Layer
- Notifications
- Logging
- Troubleshooting
Automation Suite admin guide
Adding users for any of the services in your organization is done from the Admin section. You cannot add users to a service from the service itself.
Adding user accounts
The panel closes and the new account is available in the list of user accounts.
Adding robot accounts
The robot account is added and is now visible on the Robot accounts page. It is also added to the groups you selected.
Continue the setup of the robot account in UiPath® Orchestrator as you would set up a user account for unattended use: Unattended Setup .
Leveraging groups
By leveraging user groups you can grant default access to all group members without the need to set the access level for each user individually. By granting roles and permissions to groups in your services and adding users to the desired groups in Cloud Portal (be it when inviting them, or by editing them afterward), all group members inherit that access level with no further configuration required You just need to ensure the groups are referenced in the services you use.
- Default user groups (i.e. groups provided by UiPath®) are automatically referenced in newly created services, and they are configured with a set of default permissions. You can change this default configuration at any moment if you choose so.
- For services created before the User Groups feature was launched, default user groups are not referenced. They must be added manually.
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Custom user groups (i.e. your own custom groups) must be added manually to your services irrespective of when they have been created.
The following table describes where you can learn about adding user groups for each service:
Not leveraging groups
If you do not want to use groups, leave any user to the default Everyone group, which comes with no roles attached by default. This implies access control is performed on a per-user basis; users must be granted roles individually in each service.
The following tables describes where you can learn more about granting access rights to users:
To remove a user, select the corresponding Delete button in the Users page, and then Delete to confirm. Alternatively, select one or multiple users, and select the Delete button. The deleted user/users are no longer displayed on the Users page and they cannot access your organization.
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When you invite someone to join your organization, a new user account is created. Should you remove this user from your organization, they can log in independently by creating a new organization. While they can't access your organization's data post-removal, they may still use their account in a new organization.
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You cannot delete your own user. Ask another organization administrator to perform the changes for you.
- In the Accounts & local groups page, go to the Local groups tab.
- Select Add local group. The Add group window is displayed.
- Fill in the Name field.
- On the Names field, add users to the group. Only users that have been invited to your organization beforehand are listed.
Unlike default user groups, custom groups need to be added manually to your services to ensure the correct mapping between the group membership and the corresponding roles in those services.
