Interactive Sign In

Interactive Sign In allows you to connect Studio and the Assistant to Orchestrator with your user credentials, instead of using a machine key. This makes it easier to set up Robots as they are deployed automatically once a user signs in for the first time, removing the need to manually configure each Robot. This feature also keeps the UiPath^® products in sync, as licensing for Studio and Robot is inherited from the user account in Orchestrator.

Note: If you installed the Robot in Service Mode, you must first connect to Orchestrator with the machine key and only afterwards you can sign in to your account.

When you first open the Assistant, the following screen is displayed allowing you to sign in to your account or continue using the UiPath^® Assistant in offline mode.

Note:

If you choose to continue using the UiPath^® Assistant offline, keep in mind that only the local process feed is used. To make sure that your processes are available, publish them to Assistant (Robot Defaults).

For more details on using the UiPath^® Assistant offline, click here.

Signing In to Your Account

1. Click the Sign in button from the main window or click to open the Preferences menu, then click Sign In.
2. A new browser window opens. Depending on your authentication method, you can either log in with your username and password or by using one of the available authentication providers.

When you log in, you are authenticated against the default Service URL, https://cloud.uipath.com.

To sign in to a different URL:

1. Select Preferences > Orchestrator Settings.
2. From the Connection Type drop-down menu, select Service URL , then input the base URL of your Orchestrator in the Service URL field, and click Sign in.
   Note: If your account is part of multiple tenants, you are asked to choose the tenant to connect to. If the service URL contains the organization and tenant names (e.g.: https://cloud.uipath.com/organisation/tenant/), you are connected directly to that specific tenant, without having to pick a tenant.
   
   

   

   
   
   Note: You can still connect your Robot via machine key by choosing Machine Key from the Connection Type drop-down.

After the login process is completed, the status should show "Connected, Licensed" and your Orchestrator processes appear on the Assistant's home page.

Note:

• If Orchestrator is already configured to use SSO with Azure Active Directory, the authentication takes place automatically just as it happens when accessing Orchestrator in a browser.
• If your account is part of multiple organizations, you are prompted to select an organization during the authentication flow.

Important: If you are using a local license, after you log in with your UiPath^® credentials, the license inherited from Orchestrator takes precedence over the local license inherited from Studio. To avoid this, make sure to enable the "Stand-Alone License" option from the Robot settings in Orchestrator.

Going back to the drop-down menu and hovering over the Sign out button displays the user currently logged in.

The connection status indicator next to the Preferences menu provides the real-time connection status based on color coding. On mouse hover it displays the connection status and the Orchestrator URL and clicking it opens the Orchestrator instance in a browser.

Automatically signing in

If you already have an Azure AD integration for the Identity Server, during setup, you can configure the UiPath^® Assistant to automatically sign in to Orchestrator using your Azure AD credentials.

Signing Out From Your Account

To sign out from your account, open the Preferences menu and select Sign out.

If you logged in after connecting to Orchestrator with your machine key, logging out disconnects your user profile from Orchestrator, but the Robot remains connected.

If you connected to Orchestrator by signing in, signing out disconnects both the user profile and the Robot from Orchestrator.

Note: If you attempt to sign out from your account while a process is running, a confirmation prompt appears and, if you choose to continue, all running processes are stopped before disconnecting.

Changing the Service URL

The Service URL can be changed from the Preference menu in Assistant, from the UiPath.config file, or using the Powershell presented below.

UiPath.config

To change the Service URL from the uipath.config file, modify the defaultServiceUrl value and restart the robot.

<connectionSettings>
    <add key="defaultServiceUrl" value="https://cloud.uipath.com"/>
</connectionSettings>

Powershell Script

To change the Service URL through the powershell script, open an elevated powershell and run the script below.

$configPath = $env:UIPATH_USER_SERVICE_PATH + "/../uipath.config"
$config = New-Object Xml
$config.Load($configPath)
$config.SelectSingleNode("//connectionSettings/add[@key='defaultServiceUrl']").SetAttribute("value", "https://new.service.url")
$config.Save($configPath)