- Getting started
- Data security and compliance
- Organizations
- Authentication and security
- Licensing
- Tenants and services
- Accounts and roles
- AI Trust Layer
- External applications
- Notifications
- Logging
- Troubleshooting
- Migrating to Automation Cloud™
Managing accounts and groups
Organization administrators can view, add, edit, or remove accounts and groups for the organization from the Accounts & Groups page at the organization level.
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 the UiPath platform.
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.
For information about the different account types, see About accounts and groups.
For information about working with user accounts, see Managing user 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 an account - either user or robot - to a group means the account inherits the roles and licenses assigned to the 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.