Managing organization settings

Organization settings are broadly-applicable and impact everyone who the UiPath platform. 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 space, which includes 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.

• If you are already browsing the Admin pages, select your organization name at the top of the panel on the left:

  
  

  

  
  

Changing the organization name or URL

1. Go to Admin, select your organization, and then select Settings.
   
   

   

   
   

   The Settings page for the organization opens.

2. 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 _.
3. In the URL field, you can modify the URL for your organization.

   Rules:

   • up to 15 lowercase alphabetical or numeric characters
   • start with a letter
   • no spaces or special characters are allowed.
     
     

     

     
     
4. When you're finished editing, select Save Changes to apply the new name or URL.

Changing the URL

Changing the URL for your Automation Suite 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.
• Mobile Orchestrator users are disconnected. Send them the new URL to connect again.

Changing localization settings

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.

Note:

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 Suite and other services to your users.

If a service has a different language setting for system emails, that setting takes precedence.

User language settings

Each user can localize the user interface for themselves by selecting the desired language from the Preferences page. For details, refer to Selecting the user language.

For details about the supported languages across our products, refer to Localization Support .

Adding your company logo

You can display your own company logo in the header:

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, select 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, select Upload dark theme logo to also add an alternative image to use when users select the dark theme.
   
   

   

   
   
4. Select Save to add your logo.

The appropriate logo for your current theme appears in the header.

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, refer to User license management.

Enabling user license management

Important:

Only enable user license management if:

• you are not using classic folders
• your organization is using or can switch to using interactive authentication .

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.

Important: 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 no.	What	Where
1	Disable user licensing.	Admin > Organization > Settings > Advanced > User License Management
2	Recreate your previous allocation schema, by re-allocating user licenses to each tenant.	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.