Orchestrator
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Managing Access and Automation Capabilities - Automation Cloud latest
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Orchestrator User Guide
Last updated Nov 28, 2023

Managing Access and Automation Capabilities

On the Manage Access page you can define and assign roles as well as configure the automation capabilities of your accounts. In Orchestrator, you use roles to control the level of access a user should have. On this page we go over the notions you need to understand to effectively plan and implement your access control strategy.

The level of access and the actions that your users can perform is controlled using two elements:

  • accounts, which establish the identity of a user and are used to log in to your UiPath applications
  • roles, which are assigned to accounts in order to grant them certain permissions within the UiPath ecosystem.

Accounts are not created or managed in Orchestrator, only roles and their assignments are.

This page, and the following pages, describe:

  • how to manage roles
  • how to manage automation capabilities, which are configured as part of role setup.

About Roles

Orchestrator uses an access-control mechanism based on roles and permissions. Roles are collections of permissions meaning that the permissions needed to use certain Orchestrator entities are assigned to roles.

Role-permissions and user-roles relationships allow for a certain level of access to Orchestrator. A user gets the permissions required to perform particular operations through one or multiple roles. Since users are not assigned permissions directly, but only acquire them through roles, management of access rights involves assigning appropriate roles to the user. See Modifying the Roles of a User.



Permission Types and Role Types

There are two categories of permissions:

  • Tenant permissions - Define a user's access to resources at the tenant level.
  • Folder permissions - Define the user's access and ability within each folder to which they are assigned.

Based on the permissions they include, there are three types of roles:

  • Tenant roles, which include tenant permissions and are required for working at the tenant level.
  • Folder roles, which include permissions for working within a folder.
  • Mixed roles, which include both types of permissions.

    With mixed roles, for a global operation, only the user's tenant permissions are taken into consideration; for a folder-specific operation, if a custom role is defined, folder permissions are applied in favor of any tenant permissions present.

    Note: Mixed roles are no longer supported and you cannot create new ones. If you have mixed roles, we recommend replacing them with a combination of tenant and folder roles to grant the required permissions.

The following resources are available to users, depending on the type of roles they have:

Tenant Resources

Folder Resources

  • Alerts
  • Audit
  • Background tasks
  • Libraries
  • License
  • Machines
  • ML Logs
  • ML Packages
  • ML Skills
  • Packages
  • Robots
  • Roles
  • Settings
  • Folders
  • Users
  • Webhooks
  • Assets
  • Storage Files
  • Storage Buckets
  • Connections
  • Environments
  • Execution Media
  • Folder Packages
  • Jobs
  • Logs
  • Monitoring
  • Processes
  • Queues
  • Triggers
  • Subfolders
  • Action Assignment
  • Action Catalogs
  • Actions
  • Test Case Execution Artifacts
  • Test Data Queue Items
  • Test Data Queues
  • Test Set Executions
  • Test Sets
  • Test Set Schedules
  • Transactions

Permissions Without Effect

Typically you can select all available rights (View, Edit, Create, or Delete) for any permission, but the following rights have no effect for the listed permission, and therefore you cannot edit them:

Permission type

Permission

Unavailable rights

Tenant

Alerts

  • Delete
 

Audit

  • Edit
  • Create
  • Delete

Folder

Execution Media

  • Edit
 

Logs

  • Edit
  • Delete
 

Monitoring

  • Create
  • Delete
  Connections
  • View
  • Edit
  • Create
  • Delete

This is because, for example, it is not possible to edit system-generated logs.

  • About Roles
  • Permission Types and Role Types
  • Permissions Without Effect
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