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Delegate & Cartographer user guide

General settings

Account, language, task storage, appearance, recording, and reset options in the General settings tab, shared by Delegate and Cartographer.

Default behavior for new tasks, language, startup, and how Delegate and Cartographer appear on your desktop.

A monthly usage card appears at the top of this tab — see Checking your usage.

Account​

SettingDescription
AccountYour name, email, and organization URL.
TenantThe Orchestrator tenant currently selected.
OrganizationThe organization the tenant belongs to.
UiPath connectionConnection status. Delegate and Cartographer use the same Orchestrator connection as UiPath Assistant.

General​

SettingOptionsDescription
LanguageAny supported languageUI language
New tasksLocal, RemoteLocal keeps task messages on this device. Remote stores them on the server.
Sound effectsTogglePlay audio feedback for task completion, achievements, and more
Flash taskbar icon when approval is neededToggleFlash the taskbar icon when a task is waiting for your approval
Screenshot shortcut capturese.g. Current monitorWhich monitor is captured — the monitor under the cursor, by default
Default screen context for new conversationse.g. Default — only attached appsApplies only to new conversations; existing conversations keep their current setting
First message of each turn sends a full screenshotToggleIn Default mode, each user message gets one full-screen capture so "do this for me" works on cold start. Subsequent turns within the turn mask to attached apps.
Default to human-readable viewToggleShow tagged step summaries instead of the script for bash and PowerShell cards when available. Cards without tagged comments show the script.
Static routine titlesToggleOnly scheduled routine runs use "Routine name -- date and time" instead of an auto-generated summary
Show experimental featuresToggleShow experimental features

UiPath CLI​

SettingDescription
UiPath CLI authenticationWhen on, the UiPath CLI (uip) uses your session. Turn off to use the credentials from your local uip login.

Appearance​

SettingOptionsDescription
ThemeSystem and othersColor theme
Accent colore.g. DelegateDrives buttons, links, focus rings, and active states across the app
ForegroundAuto-tinted color valueAuto-tinted from your accent for coherent contrast
BackgroundAuto-tinted color valueAuto-tinted from your accent for coherent contrast
UI fonte.g. InterSystem UI font used across the app
ZoomPercentage, with +/- controlsInterface zoom level

Recording​

SettingOptionsDescription
Screene.g. Primary displayWhich display is recorded
Microphonee.g. MutedMicrophone input for recordings

Personalization​

SettingDescription
Re-run setupRe-run the initial setup wizard

About​

SettingDescription
VersionThe installed build version
Export logsQuick export of application log files
Collect and export diagnosticsComprehensive system info, crash reports, permissions, and logs

Reset​

SettingDescription
Reset settings and restartRestores default settings, then restarts the app. This doesn't delete your chats.

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