About Users and Permissions

User Categories and Types

There are two main categories of users in Customer Portal, with their respective user types:

• Customer Users - Customer Admin, Customer Regular, and Multi-Account Access Users.

• UiPath Users.

  User category	User type	Description
  Customer Users	Customer Admin	Customer Admin is the initial user type that is granted access to a Customer Portal account. By default, they have access to all features within the Customer Portal. A Customer Admin can invite colleagues, from their organization, to Customer Portal. Permissions for the users are set by the Customer Admin when sending the invitation. For more information about inviting users, see the Inviting a User page. A Customer Admin can modify the permissions of existing Customer Regular Users, granting them additional access or revoking access to certain features.
  Customer Users	Customer Regular	Customer Regular users have their individual permissions set by a Customer Admin. Customer Regular users are not allowed to invite other users to join the Customer Portal. An account can have multiple Customer Regular users.
  Customer Users	Multi-Account Access	A user can be invited to multiple Customer Portal accounts. The roles and permissions, a user has for each account, are unique to the account they are in. For example, User A can be a Customer Admin in Account A, but be a Customer Regular User in Account B.
  UiPath Users	UiPath	UiPath users can be found inside the Company tab, in the UiPath Contacts section. The UiPath Contacts section lists the name, position, and email address of the UiPath team members associated with your account.

   

  Note: An organization can have multiple Customer Admin users.

Permissions

By default, a Customer Admin has access to all permissions. A Customer Admin user cannot have a subset of permissions, only Customer Regular users can.

Permission	View	Edit
License & Request Quote	Can view licenses and product catalog	Can add display name & notes to licenses, and can request quote for more products
Support	Can view open/closed incident tickets	Can submit incident tickets and comment on them
Premium Care (for Premium and Premium Plus accounts only)	Can view open/closed premium care cases & support dashboard	Can submit premium care cases and comment on them
Collaboration Space	Can view and download documents	Can create folders and upload/delete documents
Enterprise Agreement Licenses (for eligible accounts only)	Can view enterprise agreement dashboard & past requests page	Can request provisioning of enterprise agreement licenses

Default Permissions

Customer Portal Regular Users have default permissions. A Customer Admin user can modify any permissions through the Team Users tab, under the Company tab. The Customer Admin can edit the permissions for a Customer Regular user before sending the invitation, as well as after sending the invitation.

Below are the default permissions for a Customer Regular user.