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UiPath Automation Cloud™

UiPath Automation Cloud™ 指南

有关 Automation Cloud 和我们的云服务当前状态的信息,请参阅“状态”页面。

管理帐户和组

Organization administrators can view, add, edit, or remove accounts and groups for the Automation Cloud organization from the Accounts & Groups page at the organization level.

添加组


如果要定义角色和许可证分配规则的自定义组合,以用于特定帐户组,则可以添加新组。例如,您的会计部门同事使用 Automation Cloud 时需要的那些组。

  1. Go to Admin and select the organization at the top of the panel on the left.
  2. Click Accounts & Groups.
    The Accounts & Groups page for the organization opens on the Users tab.
  3. Select the Groups tab.
  4. 单击“添加组”。系统将显示“添加组”窗口。
  5. 填写“名称”字段。
  6. In the Group Members field, type to search and then select an entry from the results to add it to the group.
    Only accounts that already exist on the Users page are available.
    If you have enabled a directory integration, you can also search for users and groups from the linked directory.
  7. Click Add at the bottom of the panel to create the group.
    The panel displays a success message and offers the option to create a license allocation rule for the group.
  8. If you want to create a license allocation rule for this group, click Create Allocation Rule.
    Otherwise, click Close at the bottom of the panel and skip the remaining steps.
  9. Select the checkboxes for the user licenses that you want to automatically assign to current and future members of this group.
  10. Click Save at the bottom of the panel.

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.

 

添加帐户


For information about the different account types, see About accounts.

添加用户帐户

For information about working with user accounts in Automation Cloud, see Managing user accounts.

添加机器人帐户

For more information about this type of account, when and why to use it, see Robot accounts.

  1. Go to Admin and select the organization at the top of the panel on the left.
  2. Click Accounts & Groups.
    The Accounts & Groups page for the organization opens on the Users tab.
  3. Select the Robot accounts tab.
  4. 单击右上角的“添加机器人帐户”。
    系统将在页面右侧打开“添加机器人帐户”面板。
  5. 在“名称”字段中,键入帐户的描述性名称。
    请谨慎选择。您日后无法更改机器人帐户的名称。如果需要重命名,则必须删除帐户并使用新名称创建一个新帐户。
  6. 或者,在“组成员身份”下,选中要向其中添加帐户的组的复选框。
    将帐户添加到一个或多个组意味着其将继承为该组定义的任何角色、用户许可证或机器人设置。
  7. 点击添加
    面板顶部会显示一条成功消息,并会显示进一步的指导。

系统将添加机器人帐户,现在可在“机器人帐户”页面上看到该帐户。它还会添加到您选择的组中。

Continue the setup of the robot account in UiPath Orchestrator as you would set up a user account for unattended use: Configuring robot accounts to run unattended automations.

 

向组中添加帐户


将(用户或机器人)帐户添加到组中意味着该帐户将继承分配给该组的角色和许可证。

You can check roles for a group from Orchestrator and you can check license allocation rules for the group.

  1. Go to Admin and select the organization at the top of the panel on the left.
  2. Click Accounts & Groups.
    The Accounts & Groups page for the organization opens on the Users tab.
  3. Select the Groups tab.
  4. 在“组”行的右侧,单击“编辑”
  5. 在“添加用户和组”文本框中,键入内容以搜索用户(本地或目录帐户)、目录组或机器人帐户。
    You can add up to 20 users or groups. If you need to add more, edit the group again.
  6. 从结果列表中选择帐户,然后将其添加到组中。
  7. 单击“保存”

Auto-provisioned accounts are not shown
If your organization is integrated with a third-party identity provider and if auto-provisioning was set up, directory accounts or directory groups that are being auto-provisioned may not be shown in the Add Users and Groups text box, even though they benefit from this group's resources.
如果是这样,文本框下方会显示一条消息:

300300

 

编辑帐户或组


您可以通过以下同样的方式编辑用户和机器人帐户:

  1. Go to Admin and select the organization at the top of the panel on the left.
  2. Click Accounts & Groups.
    The Accounts & Groups page for the organization opens on the Users tab.
  3. If needed, switch to the appropriate tab.
  4. 在一行的右端,单击“编辑”
  5. 根据需要进行更改。
  6. 单击“保存”

 

检查帐户或组的角色


您可以从 UiPath Orchestrator 查看分配给帐户或组的角色。
转到“租户”>“管理访问权限”>“分配角色”,然后单击表格上方的“检查角色”。您可以搜索任何帐户或组以查看分配的角色。

在“用户权限”窗口中,系统会按文件夹列出每个权限。在每个权限旁边,您可以查看它是被显式分配还是从租户继承。

602602

 

删除帐户或组


  1. Go to Admin and select the organization at the top of the panel on the left.
  2. Click Accounts & Groups.
    The Accounts & Groups page for the organization opens on the Users tab.
  3. If needed, switch to the appropriate tab.
  4. 在行的右端,单击“删除”
  5. 在确认对话框中确认操作。

2 个月前更新


管理帐户和组


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