orchestrator
latest
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- Getting started
- Introduction
- Licensing
- Robots
- Robot Statuses
- Robot Settings
- Auto Updating Client Components
- Time-to-live Periods
- Notifications
- Best practices
- Organization Modeling in Orchestrator
- Automation Best Practices
- Optimizing Unattended Infrastructure Using Machine Templates
- Unattended automation
- Accessing the unattended robot setup
- Useful concepts in unattended automation
- How is unattended automation performed
- Organizing Resources With Tags
- Exporting grids in the background
- The exported report
- Enforcing user-level Integration Service connection governance
- Tenant
- About the Tenant Context
- Searching for Resources in a Tenant
- Robots
- Managing Robots
- Connecting Robots to Orchestrator
- Storing Robot Credentials in CyberArk
- Storing Unattended Robot Passwords in Azure Key Vault (read only)
- Storing Unattended Robot Credentials in HashiCorp Vault (read only)
- Storing Unattended Robot Credentials in AWS Secrets Manager (read only)
- Deleting Disconnected and Unresponsive Unattended Sessions
- Robot Authentication
- Robot Authentication With Client Credentials
- Folders
- Managing Folders
- Organizing Folders
- Personal Workspaces
- Managing Personal Workspaces
- Monitoring
- Unattended sessions
- User sessions
- License
- API audit
- Access control
- Account types
- Default roles
- Migrating from break inheritance to union of privileges
- Managing custom roles
- Configuring access for accounts
- Configuring automation capabilities
- Machines
- Managing Machines
- Assigning Machine Objects to Folders
- Configuring Account-machine Mappings
- EDR Protection Status
- Packages
- Managing Packages
- About Libraries
- Managing Libraries
- Audit
- Credential Stores
- Integrating credential stores
- Managing credential stores
- The Orchestrator Credentials Proxy
- Orchestrator Credentials Proxy debugging
- Managing credential proxies
- Webhooks
- Types of Events
- Managing Webhooks
- Licensing
- Managing Your Licenses
- Settings
- Cloud robots
- Unified Pricing licensing
- Consuming platform units
- Platform units calculation example
- Platform units consumption of automatic VM pools
- Flex licensing
- Consuming Robot Units
- Robot Units consumption of automatic VM pools
- Elastic Robot Orchestration
- Requirements
- Cloud provider setup
- Setup in Orchestrator
- Troubleshooting
- Frequently asked questions
- Automation Cloud™ Robots - VM
- Running unattended automations using cloud robots - VM
- Uploading your own image
- Reusing customized machine images (for Manual pools)
- Resetting credentials for a machine (for Manual pools)
- Monitoring
- Security updates
- Frequently asked questions
- Configuring VPN for cloud robots
- Configuring an ExpressRoute connection
- My notifications
- Events
- Viewing and accessing notifications
- Viewing and accessing email notifications
- Displaying only unread notifications
- Marking all notifications as read
- Clearing all notifications
- Deleting notifications
- Subscribing to events
- Unsubscribing from events
- Folders Context
- About the Folders Context
- Home
- Processes
- About Processes
- Runtime Arguments
- In, Out, In/Out Arguments
- Managing Processes
- Managing Package Requirements
- Recording
- Jobs
- About Jobs
- Managing Jobs
- Job States
- Working with long-running workflows
- Running Personal Remote Automations
- Process Data Retention Policy
- Apps
- About Apps
- Publishing an App to a Tenant
- Managing Apps
- Running a Deployed App from a Folder
- Triggers
- About triggers
- Time triggers
- Queue triggers
- Event triggers
- API triggers
- Call modes explained
- Managing triggers
- Creating a time trigger
- Creating a queue trigger
- Creating an event trigger
- Managing API triggers
- Trigger details
- Managing Non-Working Days
- Deleting Calendars
- Using Cron Expressions
- Triggering jobs on the last day of the month
- Logs
- About Logs
- Managing Logs in Orchestrator
- Logging Levels
- Monitoring
- About Monitoring
- Machines
- Processes
- Queues
- Queues SLA
- Queues
- About Queues and Transactions
- Queue Item Statuses
- Business Exception Vs Application Exception
- Studio Activities Used With Queues
- Queue Item Retention Policy
- Bulk uploading Queue Items using a CSV file
- Managing Queues in Orchestrator
- Managing Queues in Studio
- Managing Transactions
- Editing Transactions
- Field Descriptions for the Transactions .csv File
- Review Requests
- Assets
- About Assets
- Managing Assets in Orchestrator
- Managing Assets in Studio
- Storing Assets in Azure Key Vault (read only)
- Storing Assets in HashiCorp Vault (read only)
- Storing Assets in AWS Secrets Manager (read only)
- Connections
- About Connections
- Managing Connections
- Storage Buckets
- About Storage Buckets
- CORS/CSP Configuration
- Managing Storage Buckets
- Orchestrator testing
- FAQ - Deprecating the testing module
- FAQ - Migrating test artifacts to Test Manager
- FAQ - Feature parity - Test Manager vs Orchestrator
- Test Automation
- Test Cases
- Field Descriptions for the Test Cases Page
- Test Sets
- Field Descriptions for the Test Sets Page
- Test Executions
- Field Descriptions for the Test Executions Page
- Test Schedules
- Field Descriptions for the Test Schedules Page
- Test Data Queues
- Managing Test Data Queues in Orchestrator
- Managing Test Data Queues in Studio
- Field Descriptions for the Test Data Queues Page
- Test Data Queue Activities
- Testing Data Retention Policy
- Resource Catalog Service
- About Resource Catalog Service
- Authentication
- About Authentication
- Integrations
- About Input and Output Arguments
- Example of Using Input and Output Arguments
- Classic Robots
- Robots
- Managing Robots
- Robot Statuses
- Setup Samples
- Environments
- Managing Environments
- Jobs
- Triggers
- Monitoring
- Robots
- Resources
- Troubleshooting
- About Troubleshooting
- Alerts troubleshooting
- General troubleshooting
- Frequently Encountered Orchestrator Errors
Orchestrator user guide
Last updated Apr 6, 2026
To check how many resources of a kind are in a certain personal workspace, follow these steps:
- Navigate to Tenant > Folders. The Folders page is displayed.
- Click the Personal Workspaces tab. The Personal Workspaces page is displayed with all workspaces in the tenant.
- For the desired workspace, click See Usage. A page with details about the resources in that workspace is displayed.
Note:
- Converting a personal workspace into a folder is an irreversible operation.
- The owner of the initial workspace and the admin user are added by default to the newly created folder and assigned the Personal Workspace Administrator role.
- The user who performed the conversion is added by default to the newly created folder with the Folder Administrator role.
- Navigate to Tenant > Folders. The Folders page is displayed.
- Click the Personal Workspaces tab. The Personal Workspaces page is displayed, showing the list of all workspaces in the tenant.
- For the desired workspace, click More Actions > Convert to Folder. A window prompting you to fill in the folder's name is displayed.
- Fill in the name on the New Folder Name field and click Convert to complete the conversion. A new folder is created and is available on the Folders page. The folder is created by default with its own package feed.
Upon converting an active user's personal workspace into a folder, a new personal workspace is created for that user if automatic workspace creation is enabled at the user level.
You need the following permissions to explore a personal workspace:
- The View and Edit permissions on Folders
- The View permission on Users
- The View permission on Roles
Administrators can access the contents of a personal workspace and can execute jobs in the context of the workspace while exploring it.
- Navigate to Tenant > Folders. The Folders page is displayed.
- Click the Personal Workspaces tab. The Personal Workspaces page is displayed, showing the list of all workspaces in the tenant.
-
For the desired workspace, click More Actions > Start Exploring. The workspace view is displayed, and the workspace becomes available on the side navigation bar for the administrator to check its contents.
Note: A background job runs at minute 25 of every hour to check if users exploring workspaces still have the required permissions to explore them. If they do not have the required permissions, the explore sessions are terminated.The original owner of the personal workspace is properly notified whenever a user begins or ends an exploratory session.
Figure 1. User admin started exploring your personal workspace notification
- Navigate to Tenant > Folders. The Folders page is displayed.
- Click the Personal Workspaces tab. The Personal Workspaces page is displayed, showing the list of all workspaces in the tenant.
- For the desired workspace, click More Actions > Remove. The Delete Workspace window is displayed, showing all items in the workspace, if any.
Upon deleting an active user's personal workspace, a new personal workspace is
created for that user if automatic workspace creation is enabled at the user level.
Note: All items in the workspace,
test automation data included, are deleted upon the workspace's deletion.
Orchestrator administrators have full control over when to stop the exploration of personal workspaces. This is done with the help of two tenant-level settings:
- Automatically stop exploring Personal Workspaces after - Allows Orchestrator administrators to enforce a rule dictating that personal workspace exploration is automatically stopped after a set amount of time.
- Stop all active sessions for exploring Personal Workspaces - Allows Orchestrator administrators to stop all currently active personal workspace exploration sessions. This is suffixed by the number of active sessions, displayed in parentheses, and can be enabled by clicking Stop session(s) explore.