Managing accounts and local groups

Organization administrators can view, add, edit, or remove accounts and groups for the organization from the Accounts & local groups page at the organization level.

Creating local groups

You can add new local groups if you want to define a custom mix of roles and license allocation rules to use for a particular group of accounts. For example, the ones needed by your colleagues in the Accounting department to use the UiPath platform.

1. Go to Admin and select the organization at the top of the panel on the left.
2. Select Accounts & local groups.

   The Accounts & local groups page for the organization opens on the User accounts tab.

3. Select the Local groups tab.
4. Select Add local group. The Add Group window is displayed.
5. Fill in the Name field.
6. In the Group Members field, type to search and then select an entry from the results to add it to the group.

   Only accounts that already exist on the User accounts page are available.

   If you enabled a directory integration, you can also search for users and groups from the linked directory.

7. Select Add at the bottom of the panel to create the group.

   The panel displays a success message and offers the option to create a license allocation rule for the group.

8. If you want to create a license allocation rule for this group, select Create Allocation Rule.

   Otherwise, click Close at the bottom of the panel and skip the remaining steps.

9. Select the checkboxes for the user licenses that you want to automatically assign to current and future members of this group.
10. Select Save at the bottom of the panel. Your new group is now listed in the Local groups page

Creating accounts

For information about the different account types, see About accounts and groups.

Creating user accounts

For information about working with user accounts, see Managing user accounts.

Creating robot accounts

For more information about this type of account, when and why to use it, see Robot accounts.

1. Go to Admin and select the organization at the top of the panel on the left.
2. Click Accounts & local groups.

   The Accounts & local groups page for the organization opens on the User accounts tab.

3. Select the Robot accounts tab.
4. In the top right, select Add robot account.

   The Add Robot Account panel opens at the right of the page.

5. In the Name field, type a descriptive name for the account.
6. Optionally, under Group membership, select the checkbox for groups to which you want to add the account.

   Adding the account to one or more groups means it inherits any roles, user licenses, or robot settings defined for the group.

7. Select Add.

   A success message appears at the top of the panel and further guidance is displayed.

The robot account is added and is now visible on the Robot accounts page. It is also added to the groups you selected.

Continue the setup of the robot account in UiPath® Orchestrator as you would set up a user account for unattended use: Configuring robot accounts to run unattended automations .

Removing an account or group

To remove an account or group, take the following steps:

1. Go to Admin and select the organization at the top of the panel on the left.
2. Select Accounts & local groups.
3. To remove a user account, select the User accounts tab. Alternatively, to remove a local group, select the Local groups tab.
4. Look for the user account or group you want to remove, then at the right end of the row, select the three-dot button, then choose Delete.
5. Confirm the action in the confirmation dialog.

Alternatively, you can remove accounts and groups using the user and group profiles. For details, refer to Managing user and group profiles.

Managing user and group profiles

As an organization admin, you can manage user and group profiles from a single location that allows you to customize group memberships, handle licenses, monitor access, and update user and group info.

To access user and group profiles, navigate to Admin > Accounts & local groups > User accounts, then select the user account or group you want to manage.

Managing user profiles

To manage the profile of a user account, navigate to Admin > Accounts & local groups > User accounts, then select the user account you want to manage. Here are the operations you can perform:

• In the Group memberships tab: View, add, or remove group memberships.

• In the Licenses tab: View, modify or remove license allocation.

• In the Access tab: View or export details on permissions and role assignment.

• In the Info tab: Rename or delete local users.

  Note:

  You cannot delete or rename directory users or the last admin.

  As a safety method, any organization must have at least one organization admin. This means that you cannot delete the last organization admin, nor can you remove the role assignments for the last user that has this role.

Managing group profiles

To manage the profile of a user group, navigate to Admin > Accounts & local groups > Local groups, then select the group you want to manage. Here are the operations you can perform:

• In the Members tab: Add or remove users to or from a local group.

  Note:

  All local or directory users added to Automation Cloud are part of the Everyone group. You cannot view the members in the Everyone group.

• In the Licenses tab: View, modify, or remove license allocation.

• In the Access tab: View or export access details.

• In the Group info tab: Rename or delete local groups.

  Note:

  You cannot delete or rename directory groups or built-in groups (Everyone, Automation Users, Administrators, etc.).