UiPath Orchestrator

Managing Roles

Important!

If you are using Orchestrator through Cloud Platform, you cannot customize rights on Licenses and Users, and are only granted View permissions on both.

Creating a Role with Custom Rights

  1. Click Add. The Add Role window is displayed.
  2. In the Name field, type a custom name for the role.
  3. Select the Global and/or Folder rights that you want to assign to the new role, either individually or by category/type.
  1. Click Create. The Manage Users window now appears.
  2. Select the users you want to assign.
  3. Click Update. The new role is displayed in the Roles page.

Modifying the Roles of a User

  1. Click More Actions > Manage Users for a specific role. The Manage Users window is displayed.
  2. Select or clear the users whose roles you want to modify.
  1. Click the Update button.

Note:

Users can have more than one role.

Editing a Custom Role

To edit the permissions of an existing role click the More Actions > Edit button, change the permissions and click Update.

Removing a Custom Role

The Administrator role cannot be deleted.

To delete a role, click More Actions > Remove.

Alternatively, you can select multiple roles and click Remove.

Important!

Deleting a role also removes it from any user that had it assigned.
Users without an assigned role cannot access any resource.

Updated 2 months ago



Managing Roles


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