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.

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

   The Accounts & Groups page for the organization opens on the Users tab.

3. Select the Groups tab.
4. Click Add 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 Users page are available.

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

7. Click 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, click 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. Click Save at the bottom of the panel.

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

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 & Groups.

   The Accounts & Groups page for the organization opens on the Users tab.

3. Select the Robot accounts tab.
4. In the top right, click 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.
   Important: Choose wisely. You cannot change the name of the robot account later. If you need to rename it, you must delete the account and create a new one with a new name.
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. Click 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.

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.

Note: You can check roles for a group from Orchestrator and you can check license allocation rules for the group.

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

   The Accounts & Groups page for the organization opens on the Users tab.

3. Select the Groups tab.
4. At the right end of the group row, click Edit.
5. In the Add Users and Groups text box, type to search for a user (local or directory account), directory group, or robot account.
   Note: You can add up to 20 users or groups. If you need to add more, edit the group again.

   Note:

   Auto-provisioned accounts are not shown

   If your organization is integrated with a third-party identity provider and if auto-provisioning was set up, directory accounts or directory groups that are being auto-provisioned may not be shown in the Add Users and Groups text box, even though they benefit from this group's resources.

   If so, a message appears under the text box:

   
   

   

   
   
6. Select the account from the list of results to add it to the group.
7. Click Save.

Editing an Account or Group

You edit user and robot accounts in the same way:

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

   The Accounts & Groups page for the organization opens on the Users tab.

3. If needed, switch to the appropriate tab.
4. At the right end of a row, click Edit.
5. Make changes as needed.
6. Click Save.

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.

Removing an Account or Group

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

   The Accounts & Groups page for the organization opens on the Users tab.

3. If needed, switch to the appropriate tab.
4. At the right end of the row, click Remove.
5. Confirm the action in the confirmation dialog.