UiPath Orchestrator

The UiPath Orchestrator Guide

Managing Users

Important!

Adding directory users or groups requires enabled Windows Authentication in your Orchestrator instance.

Adding Users by Type

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Note: Group configuration (roles, web login, robot settings) is passed-on to any directory user that belongs to that group, and is later on added or auto-provisioned.

On the Users page, click the Add button, and select Add Directory User or Group. The Add Directory User or Group window is displayed.

User Details

1. Use the Domain name drop-down to select the Active Directory domain from where you want to add the user or group. All domains and subdomains from forests that are 2-way trusted with the domain specified in the WindowsAuth.Domain parameter are available when adding directory users/groups. Please note that it can take up to an hour to update the domain list with newly added two-way trusted domains.

2. In the Group or Username field, enter the the Active Directory group or user you want to add. To refine the search results and improve the search performance in case of large deployments, it is recommended to select the user type from the User Type drop-down.

3. From the Roles drop-down, select the role(s) for this group or user.

4. Use the Allow Web Login toggle to select if this user/group is able to log into Orchestrator.

Attended Robot

1. Use the toggle to select whether or not to automatically create an attended robot for the directory user or directory group.

2. Select the License Type for the robot to be created. Click here for details about license types.

3. For Studio/StudioX/StudioPro licenses, select the Stand-alone license check box if the robots are licensed locally such that Orchestrator doesn't allocate a license from its pool of licenses.

Unattended Robot

Not available for directory groups.

1. Use the toggle to select whether or not to automatically create an unattended robot for the directory user or directory group.

2. Select the credential store to be used for your password. Click here for details about credential stores.

3. Fill in the password used to log on to the machine on which UiPath Robot is installed.

4. Select the The password represents a SmartCard Pin option, if the password is in fact a SmartCard PIN.

Robot Settings

Not available for directory groups.

Configure execution settings for the corresponding UiPath Robot.

Note: Groups are added with the default execution settings. These are described here. To customize execution settings for directory users, you have to make the adjustments explicitly for them, once they have been auto-provisioned or added individually.

Click Add. The user/group is created and displayed in the Users page. One floating robot is created for each one you configured above. They are displayed on the Robots page, the Monitoring menu.

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On the Users page, click the Add button, and select Add Local User. The Add Local User window is displayed.

User Details

1. In the Username field, fill in a username for the user.

2. In the Name, Surname, Email fields, enter the corresponding user details.

3. In the Password and Confirm Password fields, enter the password this user logs in with on their machine. Note that it must be at least 8 characters long and contain at least one lowercase letter and one number.

3. From the Roles drop-down, select the roles for this user.

4. Use the Allow Web Login toggle to select if this user is able to log into Orchestrator.

Use the Allow Basic Authentication toggle to select if this user is able to authenticate to Orchestrator using basic authentication. This toggle is only available if the Auth.RestrictBasicAuthentication setting in web.config is set to false. Click here for details.

Attended Robot

1. Use the toggle to select whether or not to automatically create an attended robot for the directory user or directory group.

2. In the Domain\Username field, fill in the domain and username of the corresponding user.

3. Select the License Type for the robot to be created. Click here for details about license types.

4. For Studio/StudioX/StudioPro licenses, select the Stand-alone license check box if the robots are licensed locally such that Orchestrator doesn't allocate a license from its pool of licenses.

Unattended Robot

1. Use the toggle to select whether or not to automatically create an unattended robot for the directory user or directory group.

2. In the Domain\Usernamefield, fill in the domain and username of the corresponding user.

3. Select the credential store to be used for your password. Click here for details about credential stores.

4. Fill in the password used to log on to the machine on which UiPath Robot is installed.

5. Select the The password represents a SmartCard Pin option, if the password is in fact a SmartCard PIN.

Robot Settings

Configure execution settings for the corresponding UiPath Robot.

These are described here.

Click Add. The user is created and displayed in the Users page. One floating robot is created for each one you configured above.

Editing a User

To edit a user entity (be it a local user, a directory user, or a directory group), click the corresponding More Actions button in the Users page, and then Edit. Make the desired changes and click Update.

Checking User Permissions

To check the permissions of a user entity (be it a local user, a directory user, or a directory group), do the following:

  1. Click the More Actions button corresponding to the desired user entity in the Users page.
  2. Click Check Permissions.
  3. The User Permissions window is displayed. Each permission is listed on a per folder basis. Adjacent to each permission you can see whether it has been explicitly assigned or it inherited from the tenant.

Removing a User

To remove a user entity (be it a local user, a directory user, or a directory group), click the corresponding More Actions button in the Users page, and then Remove.

Alternatively, select one or multiple users, and click the Remove button.

Important!

You cannot delete a user having the Administrator role.

Updated 17 days ago



Managing Users


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