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UiPath Automation Cloud™

UiPath Automation Cloud™ Guide

For information about the current status of Automation Cloud and our cloud services, see the Status page.

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 pages, 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.
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  • If you are already browsing the Admin pages, click your organization name at the top of the panel on the left:
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Changing the organization name or URL


  1. Go to Admin, select your organization, and then select Settings:
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The Settings page for the organization opens.

  1. In the Organization Name field, you can edit the name of your organization.
    You can enter up to 30 characters of any type, but the last character cannot be an underscore _.
  2. In the URL field, you can modify the URL for your organization.
    Before proceeding, see impact of changing the URL.
    Rules:
    • up to 15 lowercase alphabetical or numeric characters
    • start with a letter
    • no spaces or special characters are allowed.
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  1. When you're finished editing, click Save Changes to apply the new 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  • User invites that were sent before the URL change are no longer valid.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.

 

Localization


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.

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User language settings

Each user can localize the user interface for themselves by selecting the desired language from the Preferences page.
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:

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To add your logo

  1. Go to Admin, select your organization, and then select Settings.
    The Settings page for the organization opens.
  2. Under Company Logo, click Upload light theme logo and select the logo image.
    You can upload an image file with a size of up to 3000 x 3000 pixels. We support formats that allow for transparent pixels, such as PNG. The image is automatically resized proportionally to a maximum width of 151 pixels.
  3. If your logo does not look good against a dark background, click Upload dark theme logo to also add an alternative image to use when users select the dark theme.
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  1. Click Save 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:

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.

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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:

  1. Go to Admin, select your organization, and then select Settings.
    The Settings page for the organization opens.
  2. Along the top, select the Advanced tab.
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  1. Under UI Customization, click the toggle for the service that you want to hide or show.
    A confirmation dialog opens.
    If you are hiding Apps, make sure to provide the direct URL to Apps to your users who need it. They will no longer be able to navigate to the service otherwise.
  2. Confirm the change. This does not immediately apply the change.
    The toggle updates and the selected setting (Shown or Hidden) is displayed next to the toggle.
  3. Click Save Changes at the bottom of the page to apply your changes.

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

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Only enable user license management if:

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.

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.

  1. In Orchestrator, make sure your organization is not using any classic folders and that interactive authentication is enforced.
  2. Go to Admin, select your organization, and then select Settings.
    The Settings page for the organization opens.
  3. Along the top, select the Advanced tab.
  4. Under User License Management, click Enable.
    A warning message opens.
  5. Click Enable to proceed.
  6. Allocate user licenses to your users.

 

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

Where

1

Disable user licensing.

Automation Cloud > Admin > Organization > Settings > Advanced > User License Management

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.

 

Moving data to a different region


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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.
Organization data and service data

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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.

To move your organization-level data to a different region:

  1. Go to Admin, select your organization, and then select Settings.
    The Settings page for the organization opens.
  2. Along the top, select the Advanced tab.
  3. Under Data residency for your organization, click Request Move:
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The Migrate organization to new region wizard opens.

  1. On the first step, review the information about what data is subject to the migration, and then click Next in the bottom right.
  2. On the second step, select the region to which you want to move your data from the New Region list.

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For the time being, the Singapore region is not available for moving organization data.

  1. When you're ready to start the migration within the next 15 minutes, click Calculate migration time.
    It may take several minutes to calculate how long the migration would take. When ready, the estimated duration is displayed:
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  1. Click Next to proceed to the next step.
    You have 15 minutes to start the migration, otherwise you must start over. Your remaining time is shown in the bottom right.
  2. Review the migration details and, when you're ready to begin, click Start migration.
    When the migration starts, you are logged out of Automation Cloud.

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.

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Note:

This operation deletes the organization, not the user accounts. The UiPath user accounts that were members of the deleted organization are not deleted as part of this operation. Users can continue to use their accounts to log in to the UiPath Forum, Academy, or any other Automation Cloud organizations of which they are members.

Enterprise and Enterprise Trial 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 organizations

If you are the organization administrator for a Community organization, you can delete your organization yourself.

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Important

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:

  1. Go to Admin, select your organization, and then select Settings.
    The Settings page for the organization opens.
  2. Along the top, select the Advanced tab.
  3. At the bottom of the page, click Delete. The Delete Organization dialog opens.
  4. Select the reason why you decided to delete your organization and then click Continue to move to the next step.
  5. In the field, type the name of your organization, respecting punctuation and capitalization, and then click Delete.
    If any tenant operations - such as enabling a tenant - are still in progress, you cannot go through with the deletion. If this happens, allow some time for the operation to conclude and try again later.

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.

Updated 19 days ago


Managing organization settings


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