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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 your Automation Cloud experience at the account level, so for all tenants, all services, and all users, except where options exist to customize more granularly.

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Note:

To access the Organization Settings page, you need the Organization Administrator role.

 

Changing the organization name or URL


To edit your organization settings:

  1. Click Admin in the left navigation bar and select the Organization Settings option. The Organization Settings page is displayed.
  2. In the Organization Name field, modify the name of your organization.
    You can enter up to 30 characters of any type, but the last character can not be an underscore _.
  3. In the URL field, you can modify the URL of 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. Click Save to apply your changes.

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  • User invites that were sent before the URL change are no longer valid.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 your organization's language settings on the Organization Settings page. This requires Organization Administrator privileges.

Global language settings apply to all user profiles in Cloud Portal and propagate to all Orchestrator services unless local changes have been made. Local language changes or service-level changes take precedence over global settings.
Newly created Orchestrator services inherit the language setting configured on the Organization Settings window.
All the emails sent to the organization's users use this same language.

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User language settings

By default, the language selected for your organization applies to the user interface. But all users can localize the user interface for themselves by selecting the desired language from the Language sub-menu of the User menu, which you can access from the the top-left corner of any page:

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The sub-menu shows (a) the current language, (b) other supported languages for the current page, and (c) languages that are not yet supported on the current page, which are shown as grayed out.

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.

 

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 > Organization Settings. The Organization Settings page 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 the Organization Settings page (Admin > Organization Settings):

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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 > Organization Settings and scroll to the Advanced Settings section:
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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 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


You can enable or disable user license management from the Admin > Organization Settings page.
For more information about this setting, see License management options.

What is my current user licensing model?

 

Moving data to a different region


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 > Organization Settings.
  2. Scroll to the bottom and, 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 > Organization Settings. The Organization Settings page opens.
  2. At the bottom of the page, click Delete. The Delete Organization dialog opens.
  3. Select the reason why you decided to delete your organization and then click Continue to move to the next step.
  4. 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 2 months ago


Managing organization settings


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