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Automation Cloud Admin Guide
Last updated 2024年5月10日

Managing organization settings

Organization settings are broadly-applicable and impact everyone who uses Automation Cloud™. 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 include 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, click 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.
    Important: Before proceeding, see impact of changing the URL.

    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, click Save Changes to apply the new name or URL.

Changing the URL

Changing the URL for your Automation Cloud 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.
  • User invites that were sent before the URL change are no longer valid. You must send new invites for the colleagues who haven’t joined yet.
  • 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.

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 Cloud 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, see Selecting the user language .

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

Adding your company logo

Important: Adding your company logo is only available for pro, pro trial and enterprise users.

You can personalize Automation Cloud to also 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, click 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, click Upload dark theme logo to also add an alternative image to use when users select the dark theme.


  4. Click Save to add your logo.

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

Finding your support ID

The Support ID uniquely identifies your organization. You must provide this ID if you want to:

There are two ways to find your support ID:

  • Select the help icon in the header. Select the copy icon to copy your support ID.

  • Go to Admin. The support ID is visible in the bottom left corner of the page.

Hiding unused services

Important:

The UI Customization feature is only available for pro, pro trial and enterprise users.

For organization-wide services, you can choose to hide the left rail navigation icons from all non-administrator users in your organization. Users can still access the service if they have the direct URL to the service, this change only removes the navigation icon.

To hide unused services:

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

    The Settings page for the organization opens.

  2. Along the top, select the Advanced tab.


  3. Under UI Customization, click the toggle for the service that you want to hide or show.

    A confirmation dialog opens.

    Note: If you are hiding Apps, make sure to provide the direct URL to Apps to your users who need it. They will no longer be able to navigate to the service otherwise.
  4. Confirm the change. This does not immediately apply the change.

    The toggle updates and the selected setting (Shown or Hidden) is displayed next to the toggle.

  5. Click Save Changes at the bottom of the page to apply your changes.

Hidden items are no longer visible in navigation for your users, only organization administrators can continue to see them. Shown items are visible in navigation to all users.

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, see User license management.

Enabling user license management

Important:

Only enable user license management if:

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.

Automation Cloud > Admin > Organization > Settings > Advanced > User License Management

2

Recreate your previous allocation schema, by re-allocating user licenses to each tenant.

Automation Cloud > 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.

Configuring system email notifications

System email notifications help keep your organization informed about important events and updates. When it comes to email configuration, administrators can choose between custom mail settings or default settings provided by UiPath. You can change email settings from Admin, the Mail settings tab.

Notifications can be related to user accounts (password recovery), or be related to events from services such as Orchestrator.

Using default email settings

Default email settings are preconfigured parameters provided by UiPath for sending system email notifications. Default settings use the SendGrid SMTP server and are designed to work out of the box, requiring no additional customization.
  1. Go to Admin, select your organization, and then select Settings. The Settings page for the organization opens.
  2. Along the top, select the Email tab. The SMTP Options page opens.
  3. Select the Use default mail settings checkbox. The default SMTP settings are described on the page.
  4. If you are satisfied with using the default settings, click Save to apply changes. This will apply the default UiPath configuration to all emails sent within the context of the organization.

Default email settings

The default mail settings use the SendGrid SMTP server with the following settings:

Setting

Description

Value

Sender address

The email address that is used as the source of the emails being sent. It represents the identity of the sender and is displayed in the recipient's inbox as the address from which the email originated.

admin@mydomain.com

Sender name

The human-readable name associated with the sender's email address. It appears alongside the sender's email address in the recipient's inbox.

mydomain.com mailer

Using custom email settings

Customizing mail settings helps you tailor your email communication to precise specifications.
  1. Go to Admin, select your organization, and then select Settings. The Settings page for the organization opens.
  2. Along the top, select the Email tab. The SMTP Options page opens.
  3. Select the Use custom mail settings checkbox.
  4. Configure the custom email settings, by providing the neccessary information for your SMTP configuration.
  5. After entering the SMTP details, click Test mail settings to validate your settings. The Test mail settings page opens.
  6. Add an email address for sending the test email, and click Send. This will send a test email to a designated email address to ensure that your configuration is correct and functioning as expected. Make sure to check your inbox for the test email.
  7. Once the test email is successfully sent and received, click Save to save the SMTP settings. This will apply the custom configuration to all emails sent within the context of the organization.

Custom email settings

To configure custom email settings for your own SMTP server, provide the necessary information for your SMTP configuration.

Setting

Description

Example

Hostname

The SMTP server that handles the sending of your emails.

Smtp.office.com

Domain

The email server responsible for handling emails.

Provider.com

Port

The communication port used for sending emails. Port 25 is commonly used, but some email providers also offer ports like 587.

25

Timeout

Maximum duration that the system waits for a response from the SMTP server. If the server does not respond within the specified timeout period, the attempt is considered unsuccessful.

180,000 ms

Use TLS encryption

When enabled, it ensures that sensitive data remains confidential during transit.

N/A

Require authentication

When enabled, you should provide valid credentials (username and password) before the system is allowed to send emails through the SMTP server.

Username: name@name.com

Password: ********

Sender address

The email address that is used as the source of the emails being sent. It represents the identity of the sender and is displayed in the recipient's inbox as the address from which the email originated.

admin@mydomain.com

Sender name

The human-readable name associated with the sender's email address. It appears alongside the sender's email address in the recipient's inbox.

mydomain.com mailer

Moving data to a different region

Note:

This feature is currently in preview and only available on request.

If you want to try out this feature, contact Support to request that we enable it for your organization.

You can choose to move your organization-level data to a different region. Doing so does not affect service-level data, which remains in the region that is set for each tenant. For more information, see Organization data and service data.

Important:

Before you begin

Your organization will be unavailable for the duration of the migration process, which typically takes under 30 minutes. We recommend performing the migration outside business hours to avoid disruptions to your users and announcing planned downtime for Automation Cloud beforehand.

Before starting the migration, we calculate and show you the estimated duration.

After your tenant goes through a data transfer to a different region, the robots logs history is reset. We recommend you export the logs before moving data to a new region.

To move your organization-level data to a different region:

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

    The Settings page for the organization opens.

  2. Along the top, select the Advanced tab.
  3. Under Data residency for your organization, click Request Move:


    The Migrate organization to new region wizard opens.

  4. On the first step, review the information about what data is subject to the migration, and then click Next in the bottom right.
  5. On the second step, select the region to which you want to move your data from the New Region list.
    Note: For the time being, the Singapore region is not available for moving organization data.
  6. When you're ready to start the migration within the next 15 minutes, click Calculate migration time.

    It may take several minutes to calculate how long the migration would take. When ready, the estimated duration is displayed:



  7. Click Next to proceed to the next step.
    Note: You have 15 minutes to start the migration, otherwise you must start over. Your remaining time is shown in the bottom right.
  8. Review the migration details and, when you're ready to begin, click Start migration.

    When the migration starts, you are logged out of Automation Cloud.

While the migration is in progress, you cannot connect to your organization. An email message is sent to all organization administrators after the migration completes, at which point you can sign back in.

If the migration was successful, you can see the new region listed in Admin > Organization Settings.

Deleting your organization

If you have duplicate organizations, you are moving from cloud to on-premises, or you just decided that you want to stop using Automation Cloud, as an organization administrator you have the option to explicitly delete the data for an organization.

Note: This operation deletes the organization, not the user accounts. The UiPath user accounts that were members of the deleted organization are not deleted as part of this operation. Users can continue to use their accounts to log in to the UiPath Forum, Academy, or any other Automation Cloud organizations of which they are members.

Deleting organizations

If you want to delete your Automation Cloud organization and its data, please open a Support ticket to request that we delete your organization for you.

Community, Free, and Pro Trial organizations

If you are the organization administrator for an organization that is on the Community, Free, or Pro Trial licensing plan, you can delete your organization yourself.

Important:

We initially perform a soft delete, meaning that the organization, services, and data are no longer accessible to any of your users. For seven days, you can choose to undo the deletion, but we do not guarantee that all data can be restored.

After a seven-day grace period, your data is no longer accessible.

To delete your organization:

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

    The Settings page for the organization opens.

  2. Along the top, select the Advanced tab.
  3. At the bottom of the page, click Delete. The Delete Organization dialog opens.
  4. Select the reason why you decided to delete your organization and then click Continue to move to the next step.
  5. In the field, type the name of your organization, respecting punctuation and capitalization, and then click Delete.
    Note: If any tenant operations - such as enabling a tenant - are still in progress, you cannot go through with the deletion. If this happens, allow some time for the operation to conclude and try again later.

The organization is deleted and no longer accessible to any of your users, and you are logged out of the Automation Cloud organization.

A confirmation email message is sent to the email address of the organization administrator, containing details on how to undo the deletion within seven days, if needed.

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