Managing accounts and groups
Organization administrators can view, add, edit, or remove accounts and groups for the Automation Cloud organization from the Accounts & Groups page at the organization level.
Adding Groups
You can add new 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 Automation Cloud.
Your new group is now listed in the Groups page and the License Allocation Rules column shows the selected licenses, if you also created a rule.
Adding Accounts
For information about the different account types, see About accounts and groups.
Adding User Accounts
For information about working with user accounts in Automation Cloud, see Managing User Accounts.
Adding Robot Accounts
The robot account is added and is now visible on the Robot accounts page. It is also added to the groups you selected.
Adding Accounts to Groups
Adding an account - either user or robot - to a group means the account inherits the roles and licenses assigned to the group.
Editing an Account or Group
You edit user and robot accounts in the same way:
Checking the Roles for an Account or Group
You can check the roles assigned to an account or group from UiPath Orchestrator.
Go to Tenant > Manage Access > Assign roles and click Check roles above the table. You can search for any account or group to see the assigned roles.
In the User Permissions window, each permission is listed on a per-folder basis. Adjacent to each permission, you can see whether it has been explicitly assigned or inherited from the tenant.