Automation Cloud
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Automation Cloud Admin Guide
Last updated Apr 26, 2024

Managing user preferences

The user menu is available from any page and you can access it by clicking the icon with your initials in the top-right corner of the screen.

From this menu you can open the Preferences page for your account, or sign out of Automation Cloud™.

Selecting the user language

By default, the language selected for your organization applies to the user interface. But you can choose a different language for the user interface for yourself.

To change the language of the user interface:

  1. Click the user icon in the top-right corner of the window and select Preferences:


    The Preferences page opens in a new browser tab.

  2. On the General tab, under the Preferences section, select an option from the Language list:


    The interface language changes to the selected language in both the current tab and other Automation Cloud tabs.

    You can close the Preferences browser tab.

When a page is not available in the selected language, the localization defaults to English.

For details about the supported languages across our products, see Localization Support.

Selecting the theme

By default, Automation Cloud pages are displayed in light theme. But you can choose to switch to the dark theme, which is more comfortable on the eyes in a dark ambiance.

To change the theme of the user interface:

  1. Click the user icon in the top-right corner of the window and select Preferences:


  2. On the General tab, under Theme, select your preferred option:

    Option

    Details

    Auto select theme

    The theme of Automation Cloud is automatically set to light or dark theme according to your current Windows theme setting.

    Dark theme

    All Automation Cloud pages display in dark theme, if available.

    If dark theme is not available for a service, the page displays in light theme, but dark theme is used whenever possible.

    Light theme

    This is the default setting.

Leaving an organization

You can choose to remove yourself from an organization to which you belong. By doing so, you no longer have the option to sign in to that organization.

By leaving an organization, you lose access to all the tenants and all the services (products) in that organization.

Note: This option is not available if a directory integration is active for the organization.

To leave an organization:

  1. If you belong to multiple organizations, make sure you are signed in to the organization that you want to leave.
  2. Click the user icon in the top-right corner of the window and select Preferences.

    The Preferences page opens in a new tab.

  3. On the General tab, under Organization, click Leave Organization.
    Note:

    If you are the only organization administrator in the organization, you cannot leave the organization. As alternatives, consider:

    • Assigning another user as organization administrator (by adding them to the Administrators group).
    • Deleting the organization, if neither you or others need to use it any more.

    A confirmation dialog opens.

  4. In the dialog, click Confirm.

You are signed out of Automation Cloud. When you sign in again, you will no longer be able to access the organization that you left.

Getting API access information

If you do not have access to the Admin > Tenants page, you can obtain API access information from the Preferences page as follows:

Note:
  • API access information is not available if you are logged in with a directory account.
  • The API access information obtained as described below is used to authorize API requests using ROPC, which is deprecated.

For both cases, we recommend using the OAuth flow instead.

  1. Click the user icon in the top-right corner of the window and select Preferences.

    The Preferences page opens.

  2. On the left, click Privacy & security.

    The Privacy & security page shows a list of Orchestrator services for each of your tenants.

  3. In the API column, click View API Access to get API access information for that service.

    The API Access dialog opens, listing the details for the service.

Customizing the Left Navigation Bar

To customize the left navigation bar:

  1. Click on your user account icon and select Preferences.

    docs image
  2. From the left side Preference menu, select Navigation.

  3. Drag-n-drop product icons to arrange them in your preferred order.

    Changes are automatically saved.

    You can choose which items are visible in the left navigation bar or hidden in the More options menu.
    docs image

Signing out

To sign out from your current Automation Cloud organization, click the user icon in the top-right corner of any page and select Sign out.

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