- Getting started
- Best practices
- Tenant
- About the Tenant Context
- Searching for Resources in a Tenant
- 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)
- Deleting Disconnected and Unresponsive Unattended Sessions
- Robot Authentication
- Robot Authentication With Client Credentials
- SmartCard Authentication
- Audit
- Resource Catalog Service
- Folders Context
- Automations
- Processes
- Jobs
- Triggers
- Logs
- Monitoring
- Queues
- Assets
- Storage Buckets
- Orchestrator testing
- Other Configurations
- Integrations
- Classic Robots
- Host administration
- Organization administration
- Troubleshooting

Orchestrator user guide
Administration of Modern Folders
linkUtilizing the features and capabilities of the modern folders model, your Orchestrator and Tenant administrators are able to delegate the administration of automation solutions according to department (or any other manner in which you want to organize your deployment).
This configuration only needs to be performed once, after which the automations are managed on a folder basis by your designated folder administrators. Thereafter, the only occasion where an Orchestrator or Tenant administrator must intervene is the creation of new folders if there are new departments added to the organization.
To configure your Orchestrator for such delegation, follow these steps:
- Make sure you use the standard roles for modern folders:
- Create a folder for each set of automations that are to be managed separately.This division can be done in whatever manner is best suited to your needs, whether by departments (i.e. Finance, HR, Sales) or by specific automations (i.e. Earnings Reports, Onboarding, Expense Reports).
- Assign the Tenant Administrator role, at the tenant level, to the user(s) you are delegating the management of all tenant entities (e.g. Machines, Users,
Roles, etc.) to, if not performing this function yourself.If you are delegating Tenant administration, the remaining steps can be performed by these designated users.
- For the Orchestrator users that need to manage their own folders and subfolders, assign the following roles:
- Allow to be Folder Administrator at the tenant level
- and Folder Administrator at the folder level
- For the Robot users that need to execute the automations, assign the following roles:
- Allow to be Automation User at the tenant level
-
and Automation User at the folder level
Where possible, we recommend using directory users or groups rather than local users. By using directory users rather than local users, you eliminate the need to manually update Orchestrator as administrators are added or removed from these departments, rather it is done on the enterprise level through your AD groups.