UiPath Automation Cloud

The UiPath Automation Cloud Guide

Check the current status of the Automation Cloud here.

Managing Users

Adding users in your Automation Cloud organization is done from Cloud Portal. You cannot add users directly to a Cloud Orchestrator service from the service itself.

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Note:

The Organization Admin role gives you Create, Edit and Delete permissions on the Users page.

Adding Users


Default User Groups

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New Services

Default user groups are automatically added in services within new tenants and are granted the default roles both at tenant level and folder level (to the automatically created Shared modern folder). In order to take advantage of them, simply add the users to the group you want them to inherit roles from.
  1. In the Users page, click Invite Users. The Invite Users window is displayed.
  2. Fill in the Email field. You can invite more colleagues, entering their email addresses one by one, separated with spaces or commas. Enter the correct email address. You cannot edit this field later. If entered incorrectly, delete the user and invite them again.
  3. Select one or more groups to add the invited users to. Note that Everyone is selected by default and cannot be deselected.
  4. Click Invite. The Invite Users window is closed and the invited persons are displayed in the Users page. The group membership is displayed on the Groups column.

Existing Services

Because default user groups are not automatically added in services within existing tenants, you have to manually add each group in each Orchestrator service before inviting any new users or configuring the membership of existing ones. For each Orchestrator service you want to add the groups to, follow the below procedure.

Tenant Level Roles

  1. In Orchestrator, navigate to the Users page.
  2. Click the Add button, and then Add User or Group. The Add User or Group window is displayed.
  3. In the User Details section, in the Group or Username field, fill in the name of the group as found in Automation Cloud.
  4. From the Roles drop-down, select the service level role for that group. This role is inherited by each member of this group.
  5. Click Add to save the changes.

Note: You can automatically create the new roles for modern folders within the Settings page of each Orchestrator service.

Folder Level Roles

  1. On the Folders page, select the folder you want to grant a group permissions to.
  2. Click Assign User > Assign User or Group. The Assign User window is displayed
  3. Select the user group from the Group or username drop-down.
  4. From the Roles drop-down, select the folder level role for that group. This role is inherited by each member of this group.
  5. Click Add to save the changes.
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New Services

If you do not want to leverage default user groups, leave any user to the default Everyone vanilla group, which comes with no roles attached by default. In this scenario, users must be granted roles individually in each service.
  1. In the Users page, click Invite Users. The Invite Users window is displayed.
  2. Fill in the Email field. You can invite more colleagues, entering their email addresses one by one, separated with spaces or commas. Enter the correct email address. You cannot edit this field later. If entered incorrectly, delete the user and invite them again.
  3. Leave Everyone as the only parent group for the user.
  4. Click Invite. The Invite Users window is closed and the invited persons are displayed in the Users page. The group membership is displayed on the Groups column.
  5. Proceed to grant roles to the user individually as described below.

Tenant Level Roles

  1. In Orchestrator, navigate to the Users page.
  2. Click the Add button, and then Add User or Group. The Add User or Group window is displayed.
  3. In the User Details section, in the Group or Username field, fill in the name of the user as found in Automation Cloud.
  4. From the Roles drop-down, select the service level role for that user.
  5. Enable automatic robot creation and customize Robot settings in the next sections if desired.
  6. Click Add to save the changes.

Folder Level Roles

  1. On the Folders page, select the folder you want to grant a group permissions to.
  2. Click Assign User.The Assign User window is displayed
  3. Select the user from the Group or username drop-down.
  4. From the Roles drop-down, select the folder level role for that user.
  5. Click Add to save the changes.

Existing Services

Because default user groups are not automatically added for services in existing tenants, there is no change required from your side as the old behavior is preserved by default. That means that both folder and service level roles must be granted individually per user in each service. The procedure above for granting service and folder level roles applies here as well.

Custom User Groups

  1. In the Users and Groups page, navigate to the Groups tab.
  2. Click Add 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 in Orchestrator to ensure the correct mapping between the group membership of a user and the corresponding roles in Orchestrator.

Editing Users


To edit a user, click the corresponding Edit button in the Users page. In the Edit User window, make the desired changes and click Save.

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Note:

The email cannot be changed.

You cannot change your role. Ask another person with Organization Admin role to perform the changes for you.

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.

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Note:

You cannot delete your own user. Ask another person with Organization Admin role to perform the changes for you.

The deleted user/users are no longer displayed in the Users page and they cannot access your Automation Cloud organization.

Updated 9 days ago


See Also

About Users

Managing Users


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