Exploring the user interface

As you explore the user interface, you'll discover various components and features that empower you to effectively manage your tasks and access the functionalities relevant to your user persona.

Portal navigation

The header

The portal header provides the context of your location inside the platform. It's a persistent element that remains at the top of every page. Depending on the service context you are in, the header bar provides additional navigation capabilities that are specific to that service.

It offers quick access to essential features and tools:

1. The app launcher - allows you to switch between different products or modules within the platform.

2. Your current location - shows your location within the platform.

3. The help menu - provides access to comprehensive documentation, support resources, and assistance channels for any questions or issues you may encounter.

4. The notification menu - keeps you informed about updates, alerts, and notifications relevant to your user persona and activities within the platform also allows you to configure notification settings. See details about reading notifications and managing them.

5. The tenant picker - displays the active tenant and enables swift tenant switching.

6. The user menu - grants you access to your user profile preferences, allowing you to customize your experience as needed.

The left rail

The left rail provides quick and easy access to core sections of the platform. We currently offer the following two navigation experiences:

• New navigation - The left rail only displays your favorite services.

• Classic navigation - The left rail displays all services to which you have access.

To switch between classic navigation and new navigation, select the ellipsis button, then use the dedicated toggle.

New navigation

The options you see in the left raildepend on your user persona and role.

When the left rail is not expanded, it displays the following options:

When the left rail is expanded, it displays the following options:

1. Home: Allows you to return to the Home page, your central hub for platform navigation and task management. The Home option is visible by default, and you cannot remove it from your favorites.

2. Favorite service icons: Help you switch between your favorite services and modules available within the platform, ensuring you can access the tools specific to your responsibilities. By default, you can see the following favorites: Home, Orchestrator, and Studio. Note that you can see only the favorite services relevant to your user persona.

3. Favorites: Shows the Home option and a maximum of three favorite services. You cannot remove the Home option from your favorites.

4. All services: Displays all services and modules to which you have access. This is where you can add or remove services from favorites using the Favorite icon. Services and modules are grouped as follows:

   • Services grouped by UiPath pillar: Build, Discover, Operate.

   • All the remaining navigation links, Admin included, are grouped in the More category. If you are an admin, the Admin section contains tools and controls for configuring and managing the platform according to your organization's needs.

Classic navigation

Depending on your user persona and role, you can find the following options:

1. Home: Return to the Home page, your central hub for platform navigation and task management. This option is visible in both classic and new navigation.

2. Service icons (you see all services relevant to your user persona): Allows you to seamlessly transition between the various services and modules available within the platform, ensuring you can access the tools specific to your responsibilities.

3. Admin (only for admins): If you are an admin, the Admin section contains tools and controls for configuring and managing the platform according to your organization's needs. Shown by default.

Home page

The Home page serves as the landing page for users after they log in. It is designed to provide a personalized experience based on your role within the organization and the services provisioned in the tenants you have access to.

For example, citizen developers see their automations, apps, job run history, pending actions, and automation ideas. As an administrator or a user with a non-Citizen Developer license, you can quickly access your Orchestrator services and see metrics on license consumption and distribution.

Note:

The Organization Administrator role gives you full View permissions for the Home page.

Users with the User role do not have View permissions on the follwing widgets on the Home page: usage trend and distribution of licenses.

Widget configuration by persona

The Home page is customized to cater to different user personas within your organization. Each user persona is associated with specific widgets that provide relevant information and functionalities. Below is a mapping table that illustrates the widgets available for each user persona:

	Admin	RPA developer	Citizen developer	Business user	Automation Express user	Tester	Analyst
Carousel banner
Start from popular templates (i)(ii)
Trending and Most Popular (i)(ii)
Journey cards
Jobs history
Automations - Recent
Automations - Projects				—		—	—
My actions	—				—	—	—
Apps by organization (i)	—	—			—	—	—
Orchestrator Services			—	—	—	—	—
License allocation		—	—	—	—	—	—

(i) - Admins can enable/disable these widgets from Admin > Settings > Advanced.

(ii) - These widgets are currently in preview.

Widget descriptions

Widget	Description
Orchestrator Services	Quick-access cards to your Orchestrator tenants. Click Manage to be redirected to the Tenants page , where you can edit the tenants and their enabled services if you have the required permissions.
License Allocation	The snapshot view of user and robot license allocations, displaying the total number of licenses available in your organization versus the total number of licenses allocated. A license is considered to be allocated if it belongs to a service. The following tabs are available: Users - for user specific licenses assigned to a user account, providing the right to use certain UiPath® functionality or products Robots & Services - for robot and service specific licenses, used for executing unattended processes, or to provide certain functionality
The right-hand panel	Find a couple of useful resources to get you started, such as download links for UiPath Studio, latest news, or quick links to our Community forums, UiPath Academy courses, and tech support.
Carousel banner	Promotes getting started experiences, announcements, webinars, feature releases, and other relevant content per your persona type.
Start from popular templates	Lists project templates you can use to get started with, including ready-to-go automations, or Marketplace templates.
Apps by organization	Provides quick access to the apps in your organization.
Automations - Recent	Displays the recently run or created automation and apps.
Automations - Drafts	Displays the recently created, but incomplete automation and apps.
Jobs history	See the job executions you initiated and their status.
My actions	See the list of all your pending actions. Click See all actions to see the unassigned actions and assign them to yourself, or see all your pending and completed actions.
Trending or Most Popular	Pulls in a real-time feed of the most popular components in the UiPath Marketplace. Only components built by UiPath and vetted partners are displayed. The items in the list are not localized.
Journey cards	A collection of helpful getting started tasks to guide you in your automation journey.

Search box

Important:

The search box feature is available in preview to a subset of community customers.

The search box is displayed in the homepage header, and it retrieves information from the Marketplace and UiPath® documentation databases.

Search box functionality

In the following functionality examples, designed to show the behavior of the search box feature, we use gmail as a keyword.

• Search

  The first four Marketplace results are shown at the top, followed by the first four UiPath documentation results.

  
  

  

  
  

• See all results

  Select See all to be redirected to the respective search surface on Marketplace or UiPath documentation. Once redirected, the gmail search keyword, shows up in the Marketplace and UiPath documentation search boxes as well.

Notifications panel

Notifications are displayed in the Notifications panel. To access the Notifications panel, click the bell icon, located in the top navigation bar.

Notifications settings page

You can modify the settings of your notifications from the Notifications settings page.

Select the user account icon, go to Preferences, and then go to Notifications.

You can also access the Notifications settings page through the Notifications panel. Click the settings icon in the Notifications panel. For more information about the Notifications panel, go here.

Notifications page

The Notifications page keeps track of all the notifications that your organization received. The page allows you to check notifications that you cleared, but want to revisit.

To access the Notifications page, select the Notifications page icon in the top-right of the Notifications panel.

Notification subscriptions

To personalize notifications received in the Notifications panel, you can subscribe to, or unsubscribe from events or severity types.

Data retention policy for notifications

Notifications clear after a 30 day period.