Managing user accounts

Adding users for any of the services in your organization is done from the Admin section. You cannot add users to a service from the service itself.

Inviting users

With this method, you can invite up to 20 users or 20 groups at one time. If you need to invite more, use the bulk operation instead.

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

   The Accounts & local groups page for the organization opens on the User accounts tab.

3. In the top right of the tab, click Invite users.

   The Invite users panel opens at the right of the window.

4. In the Email field, type and email address and then press Space.

   Continue to add email addresses if you want to invite multiple users.

5. (Optional) Select the checkbox for one or more groups to which you want to add the users. See User Group Considerations for more information.
6. Select Invite.

The Invite Users panel closes and the invited users are displayed on the Users page.

In the Last active column, Pending is displayed until each user accepts the invitation and logs in.

You can continue with assigning roles and allocating user licenses, even if a user hasn't accepted the invitation yet.

Inviting users in bulk

To invite up to 1000 users simultaneously, use a .csv file containing the users to be invited and the user groups they belong to. Using this method, you can configure distinct group settings for users. See User Group Considerations to choose the access control strategy best suited for your needs.

CSV file requirements

Download .CSV Example

The CSV file allows for two columns. Any extra columns are not considered. The two columns must be named and populated as follows:

• email - must be populated with the email addresses of the users to be invited.

• group membership - must be populated with the user groups each user should belong to. If left empty, the user is invited with no associated parent group. It allows for multiple groups, separated by a comma (for example, "automation developers, administrators")

  The CSV file validation is not case sensitive. "Automation Users" and "automation users" are both valid. You can invite up to 1000 users simultaneously with one CSV file.

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

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

3. In the top right of the tab, click Invite users in bulk.

   The Upload CSV dialog opens.

4. Click Upload file and select the CSV file to be uploaded.

   Upon upload, file validation is performed:

   1. If the file meets the requirements, the upload operation is performed successfully, and the users in the CSV file are invited to the organization as part of the corresponding user groups.

   2. If the file does not meet the requirements, the Error Summary window is displayed with the reason for failure: Invalid email format, Some or all groups were invalid, or API error. Corrupted user entries are not considered and the corresponding users are not invited.

User group considerations

Leveraging groups

By leveraging user groups you can grant default access to all group members without the need to set the access level for each user individually. By granting roles and permissions to groups in your services and adding users to the desired groups in Cloud Portal (be it when inviting them, or by editing them afterward), all group members inherit that access level with no further configuration required You just need to ensure the groups are referenced in the services you use.

• Default user groups (i.e. groups provided by UiPath®) are automatically referenced in newly created services, and they are configured with a set of default permissions. You can change this default configuration at any moment if you choose so.
• For services created before the User Groups feature was launched, default user groups are not referenced. They must be added manually.

• Custom user groups (i.e. your own custom groups) must be added manually to your services irrespective of when they have been created.

  Service	Learn
  Orchestrator	Adding user groups at the tenant level in Orchestrator services. Adding user groups to folders in Orchestrator services.

Not leveraging groups

If you do not want to use groups, leave any user to the default Everyone group, which comes with no roles attached by default. This implies access control is performed on a per-user basis; users must be granted roles individually in each service.

Service	Learn
Orchestrator	Granting access-rights to users at the tenant level in Orchestrator services. Granting access-rights to users at the folder level in Orchestrator services.

Removing users

To remove a user, click the corresponding Delete button in the Users page, and then Delete to confirm. Alternatively, select one or multiple users, and click the Delete button above the user list. The deleted user/users are no longer displayed on the Users page and they cannot access your organization.

Note:

• When you invite someone to join your organization, a new user account is created. Should you remove this user from your organization, they can log in independently by creating a new organization. While they can't access your organization's data post-removal, they may still use their account in a new organization.

• You cannot delete your own user. Ask another organization administrator to perform the changes for you.

Creating custom user groups

1. In the Accounts & local groups page, go to the Local groups tab.
2. Select Add local group. The Add group window is displayed.
3. Fill in the Name field.
4. On the Group members field, add users to the group. Only users that have been invited to your organization beforehand are displayed here.

Unlike default user groups, custom groups need to be added manually to your services to ensure the correct mapping between the group membership and the corresponding roles in those services.