Managing organization settings
Organization settings are broadly-applicable and impact everyone who uses Automation Cloud. 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
Changing the URL
Changing the URL for your Automation Cloud 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- User invites that were sent before the URL change are no longer valid.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.
Changing localization settings
You can change the language either globally, with the change being propagated to all the users accessing your organization, or at a local level, for yourself only. The default language is English.
In some cases, you might need to refresh the page or log out and then log back in so that all elements on the page are localized.
Global language settings
You can change the language used for system emails sent by Automation Cloud and other services to your users.
If a service has a different language setting for system emails, that setting takes precedence.
User language settings
Each user can localize the user interface for themselves by selecting the desired language from the Preferences page. For details, see Selecting the user language .
For details about the supported languages across our products, see Localization Support .
Adding your company logo
You can personalize Automation Cloud to also display your own company logo in the header:
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).
To view your Support ID, go to Admin, select your organization, and then select Settings. The Settings page for the organization opens and the Support ID is shown in the top-right of the page.
Alternatively, click the Help button on the header. The Help menu opens and the Support ID is shown first in the menu.
Hiding unused services
For organization-wide 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.
To hide unused services:
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
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.
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. |
Automation Cloud > Admin > Organization > Settings > Advanced > User License Management |
2 |
Recreate your previous allocation schema, by re-allocating user licenses to each tenant. |
Automation Cloud > 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. |
Configuring system email notifications
System email notifications help keep your organization informed about important events and updates. When it comes to email configuration, administrators can choose between custom mail settings or default settings provided by UiPath. You can change email settings from Admin, the Mail settings tab.
Notifications can be related to user accounts (password recovery), or be related to events from services such as Orchestrator.
Using default email settings
- Go to Admin, select your organization, and then select Settings. The Settings page for the organization opens.
- Along the top, select the Email tab. The SMTP Options page opens.
- Select the Use default mail settings checkbox. The default SMTP settings are described on the page.
- If you are satisfied with using the default settings, click Save to apply changes. This will apply the default UiPath configuration to all emails sent within the context of the organization.
Default email settings
The default mail settings use the SendGrid SMTP server with the following settings:
Setting |
Description |
Value |
Sender address |
The email address that is used as the source of the emails being sent. It represents the identity of the sender and is displayed in the recipient's inbox as the address from which the email originated. |
admin@mydomain.com |
Sender name |
The human-readable name associated with the sender's email address. It appears alongside the sender's email address in the recipient's inbox. |
mydomain.com mailer |
Using custom email settings
- Go to Admin, select your organization, and then select Settings. The Settings page for the organization opens.
- Along the top, select the Email tab. The SMTP Options page opens.
- Select the Use custom mail settings checkbox.
- Configure the custom email settings, by providing the neccessary information for your SMTP configuration.
- After entering the SMTP details, click Test mail settings to validate your settings. The Test mail settings page opens.
- Add an email address for sending the test email, and click Send. This will send a test email to a designated email address to ensure that your configuration is correct and functioning as expected. Make sure to check your inbox for the test email.
- Once the test email is successfully sent and received, click Save to save the SMTP settings. This will apply the custom configuration to all emails sent within the context of the organization.
Custom email settings
To configure custom email settings for your own SMTP server, provide the necessary information for your SMTP configuration.
Setting |
Description |
Example |
Hostname |
The SMTP server that handles the sending of your emails. |
Smtp.office.com |
Domain |
The email server responsible for handling emails. |
Provider.com |
Port |
The communication port used for sending emails. Port 25 is commonly used, but some email providers also offer ports like 587. |
25 |
Timeout |
Maximum duration that the system waits for a response from the SMTP server. If the server does not respond within the specified timeout period, the attempt is considered unsuccessful. |
180,000 ms |
Use TLS encryption |
When enabled, it ensures that sensitive data remains confidential during transit. |
N/A |
Require authentication |
When enabled, you should provide valid credentials (username and password) before the system is allowed to send emails through the SMTP server. |
Username: name@name.com Password: ******** |
Sender address |
The email address that is used as the source of the emails being sent. It represents the identity of the sender and is displayed in the recipient's inbox as the address from which the email originated. |
admin@mydomain.com |
Sender name |
The human-readable name associated with the sender's email address. It appears alongside the sender's email address in the recipient's inbox. |
mydomain.com mailer |
Moving data to a different region
This feature is currently in preview and only available on request.
If you want to try out this feature, contact Support to request that we enable it for your organization.
You can choose to move your organization-level data to a different region. Doing so does not affect service-level data, which remains in the region that is set for each tenant. For more information, see Organization data and service data.
Before you begin
Your organization will be unavailable for the duration of the migration process, which typically takes under 30 minutes. We recommend performing the migration outside business hours to avoid disruptions to your users and announcing planned downtime for Automation Cloud beforehand.
Before starting the migration, we calculate and show you the estimated duration.
After your tenant goes through a data transfer to a different region, the robots logs history is reset. We recommend you export the logs before moving data to a new region.
To move your organization-level data to a different region:
While the migration is in progress, you cannot connect to your organization. An email message is sent to all organization administrators after the migration completes, at which point you can sign back in.
If the migration was successful, you can see the new region listed in Admin > Organization Settings.
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 Automation Cloud, as an organization administrator you have the option to explicitly delete the data for an organization.
Deleting organizations
If you want to delete your Automation Cloud organization and its data, please open a Support ticket to request that we delete your organization for you.
Community, Free, and Pro Trial organizations
If you are the organization administrator for an organization that is on the Community, Free, or Pro Trial licensing plan, you can delete your organization yourself.
We initially perform a soft delete, meaning that the organization, services, and data are no longer accessible to any of your users. For seven days, you can choose to undo the deletion, but we do not guarantee that all data can be restored.
After a seven-day grace period, your data is no longer accessible.
To delete your organization:
The organization is deleted and no longer accessible to any of your users, and you are logged out of the Automation Cloud organization.
A confirmation email message is sent to the email address of the organization administrator, containing details on how to undo the deletion within seven days, if needed.
- Accessing organization settings
- Changing the organization name or URL
- Changing the URL
- Changing localization settings
- Global language settings
- User language settings
- Adding your company logo
- Finding your support ID
- Hiding unused services
- Changing the license management option
- Enabling user license management
- Disabling user license management
- Configuring system email notifications
- Using default email settings
- Using custom email settings
- Moving data to a different region
- Deleting your organization
- Deleting organizations
- Community, Free, and Pro Trial organizations