- First Time Configuration
- Host Administration
- Organization Administration
- Accounts and Roles
- About Accounts
- Managing Accounts and Groups
- Managing Access
- Licensing
Managing Accounts and Groups
Organization administrators can view, add, edit, or remove accounts and groups for Automation Suite at the organization level.
The instructions on this page have been updated for the new admin experience and may not match your user interface if you are still using the old admin experience.
If you have chosen to turn off the new admin experience, the main difference compared to the instructions on this page is that after you navigate to Admin, you must select Accounts & Groups from the options on the left.
You can add new groups if you want to define a custom mix of roles and license allocation rules to use for a particular group of accounts. For example, the ones needed by your colleagues in the Accounting department to use Automation Suite.
- In the Accounts & Groups page, navigate to the Groups tab.
- Click Add Group. The Add Group window is displayed.
- Fill in the Name field.
- 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 allocate roles.
For information about the different account types, see About accounts.
The panel closes and the new account is available in the list of user accounts.
The robot account is added and is now visible on the Robot accounts page. It is also added to the groups you selected.
Continue the setup of the robot account in UiPath® Orchestrator as you would set up a user account for unattended use: Unattended Setup.
Adding an account - either user or robot - to a group means the account inherits the roles and licenses assigned to the group.
- Go to Admin > organization > Accounts & Groups and select the Groups tab.
- At the right end of the group row, click Edit.
- In the Group Members field, type to search for a user or robot account.
- Select the account from the list of results to add it to the group.
- Click Save.
You edit accounts and groups in the same way:
- Go to Admin > organization > Accounts & Groups and select the appropriate tab.
- At the right end of a row, click Edit.
- Make changes as needed.
- Click Save.
You can check the roles assigned to an account or group from UiPath Orchestrator.
Go to Tenant > Manage Access > Assign roles and click Check roles & permissions above the table. You can search for any account or group to see the assigned roles.
In the Check roles window, each permission is listed on a per-folder basis. Adjacent to each permission, you can see whether it has been explicitly assigned or inherited from the tenant.
- Go to Admin > organization > Accounts & Groups, and select the appropriate tab.
- At the right end of the row, click Remove.
- In the dialog, confirm the action to proceed with the removal.
For accounts: After the account is removed, the user or service can no longer log in to Automation Suite.
For groups, after the group is removed:
- Any roles, licenses, or robot setup for the removed group are revoked from all user accounts that belonged to the group.
- If a user account that was a part of the removed group does not have any other roles (either directly assigned or inherited from other groups), they can still log in to Automation Suite, but they have read-only rights.