Managing organization settings

Organization settings are broadly-applicable and impact everyone who the UiPath platform. Settings can impact all tenants, all services, and all users, except where options exist to customize more granularly.

Accessing organization settings

If you are an organization administrator, you can access the Admin space, which include the organization settings.

To access organization settings

• From the App launcher (top left corner), select Admin. You are then redirected to the organization settings page.

• If you are already browsing the Admin pages, click your organization name at the top of the panel on the left:

  
  

  

  
  

Changing the organization name or URL

1. Go to Admin, select your organization, and then select Settings:
   
   

   

   
   

   The Settings page for the organization opens.

2. In the Organization Name field, you can edit the name of your organization.
   You can enter up to 30 characters of any type, but the last character cannot be an underscore _.
3. In the URL field, you can modify the URL for your organization.
   Important: Before proceeding, see impact of changing the URL.

   Rules:

   • up to 15 lowercase alphabetical or numeric characters
   • start with a letter
   • no spaces or special characters are allowed.
     
     

     

     
     
4. When you're finished editing, click Save Changes to apply the new name or URL.

Changing the URL

Changing the URL for your Automation Cloud^TM Public Sector organization (also known as your Account Logical Name) greatly impacts the entities that used the previous URL.

• Robots configured at the services level are disconnected. If you change the URL, you need to reconnect your robots , entering the new URL.
• Bookmarks containing the organization URL don't work anymore. You must send the new URL to your users.
• User invites that were sent before the URL change are no longer valid. You must send new invites for the colleagues who haven’t joined yet.
• Mobile Orchestrator users are disconnected. Send them the new URL to connect again.

Adding your company logo

Important: Adding your company logo is only available for Pro, Pro Trial and Enterprise users.

You can display your own company logo in the header:

To add your logo

1. Go to Admin, select your organization, and then select Settings.

   The Settings page for the organization opens.

2. Under Company Logo, click Upload light theme logo and select the logo image.

   You can upload an image file with a size of up to 3000 x 3000 pixels. We support formats that allow for transparent pixels, such as PNG. The image is automatically resized proportionally to a maximum width of 151 pixels.

3. If your logo does not look good against a dark background, click Upload dark theme logo to also add an alternative image to use when users select the dark theme.
   
   

   

   
   
4. Click Save to add your logo.

The appropriate logo for your current theme appears in the header.

Finding your support ID

The Support ID uniquely identifies your organization. You must provide this ID if you want to:

• contact sales to request an upgrade to the enterprise plan.
• contact support (only available for enterprise; for other plans, use the UiPath® Community Forum).

There are two ways to find your support ID:

• Select the help icon in the header. Select the copy icon to copy your support ID.

• Go to Admin. The support ID is visible in the bottom left corner of the page.

Hiding services

Important:

The UI Customization feature is only available for Pro, Pro Trial and Enterprise users.

When rolling out Automation Cloud Public Sector, it is important to have control over the products and services that are accessible to your users.

For some products and services, you can choose to hide the left rail navigation icons from all non-administrator users in your organization. Users can still access the service if they have the direct URL to the service. This change only removes the navigation icon.

This menu allows you to also hide certain areas from the homepage.

To hide unused services:

1. Go to Admin, select your organization, and then select Settings.

   The Settings page for the organization opens.

2. Along the top, select the Advanced tab.
   
   

   

   
   

   Product/Service/Area	Behavior
   Academy	Hides the left navigation icon.
   Apps	Hides the left navigation icon and the home page widget.
   Marketplace	Hide the left navigation icon.
   Integration Service	Hides the left navigation icon.
   Insights	Hides the left navigation icon.
   Downloads	Removes the link to downloads which is accessible through the help menu in the header and the home page widget.

3. Under UI Customization, click the toggle for the service that you want to hide or show.

   A confirmation dialog opens.

4. Confirm the change. This does not immediately apply the change.

   The toggle updates and the selected setting (Shown or Hidden) is displayed next to the toggle.

5. Click Save Changes at the bottom of the page to apply your changes.

Hidden items are no longer visible in navigation for your users, only organization administrators can continue to see them. Shown items are visible in navigation to all users.

Changing the license management option

User license management allows you to get more out of user licenses because one license can be used across all tenants. When this setting is disabled, user licenses are bound to the tenant to which they are allocated.

For more information about this option, see User license management.

Enabling user license management

Important:

Only enable user license management if:

• you are not using classic folders
• your organization is using or can switch to using interactive authentication.

Enabling user license management automatically sets the Enforce user authentication, disable robot key authentication security setting in Orchestrator. Any users who use robot key authentication can no longer connect their robots to Orchestrator until they switch to interactive authentication. This setting is incompatible with classic folders.

Important: If you are now switching to secure authentication, this requires recompiling the workflows that use Orchestrator activities or make direct HTTP calls to the Orchestrator API utilizing 2020.10 activity packages or later.

1. In Orchestrator, make sure your organization is not using any classic folders and that interactive authentication is enforced.
2. Go to Admin, select your organization, and then select Settings.

   The Settings page for the organization opens.

3. Along the top, select the Advanced tab.
4. Under User License Management, click Enable.

   A warning message opens.

5. Click Enable to proceed.
6. Allocate user licenses to your users.

Disabling user license management

If user licensing was enabled for your organization, but you do not find it valuable, you can switch back to the legacy licensing model.

Step no.	What	Where
1	Disable user licensing.	Admin > Organization > Settings > Advanced > User License Management
2	Recreate your previous allocation schema, by re-allocating user licenses to each tenant.	Admin > Tenant > Licenses > Edit allocation
3	Disable the user authentication enforcement if you were not using interactive authentication before enabling user license management.	Orchestrator > Tenant > Settings > Security > Enforce user authentication, disable robot key authentication.

Deleting your organization

If you have duplicate organizations, you are moving from cloud to on-premises, or you just decided that you want to stop using the UiPath platform, as an organization administrator you have the option to explicitly delete the data for an organization.

Deleting organizations

If you are an organization admin, you can delete your organization and its data. To do that, take the following steps:

• Enterprise organizations

  To delete an organization for which you have an active enterprise license, you must fill out the Trust and security form to submit your deletion request.