Enabling personal automations

Personal automations are automations that can run under a user's identity either locally on the user's machine, or remotely (personal remote automations) on server-side resources to which the user has no direct access to. User accounts and their association with roles allows for a certain level of access to resources in Orchestrator.

This article describes how to enable your users to:

• Run automation on their local machine via the UiPath® Assistant;
• Run background personal remote automations in folders where the user has the necessary permissions and in their personal workspaces;
• Run and debug in UiPath Studio, both desktop and web;
• Manage automations in their personal workspace.

For developers and business users, check how to manually run a job or configure a trigger to launch jobs as yourself.

Enabling user groups to run personal automations

This procedure walks admins through the steps for enabling personal automation capabilities for a group of users. Groups are used to simplify administration for accounts with similar needs, that are managed together.

1. Under Manage Access - Access Rules, select Groups.
2. Then, either select Assign group, to assign a new group and add roles, or edit an existing group.
3. On the Assign access rules page, under Personal automation setup, select the Enable user to run automations option.
   The option allows users in that group to:

   • Run automation on their local machine via the UiPath Assistant.
   • Run background personal remote automations in folders where the user has the necessary permissions.
   • Run and debug in UiPath Studio, both desktop and web.

   Attention:

   The option only applies to users that already pertain to the group. If a user is added to the group later on, it needs to be manually modified for compliance with the setting.

4. Alternatively, still under Personal automation setup, select the Enable user to run automations + Personal Workspace option.
   This options allows users in that group to:

   • Manage automations in their personal workspace;
   • Run background personal remote automations in their personal workspaces.
5. Select Update.

Enabling Individual Users to Run Personal Automation

This procedure walks admins through the steps for enabling personal automation capabilities for individual user accounts. This is recommended if group members require additional capabilities on top of those granted by group membership and it helps achieve granular control in terms of user configuration.

1. Reference an existing user in Orchestrator or edit an existing user account and assign roles to it.
2. Click the Personal automation setup tab to configure personal automation settings.
3. Enable the Enable user to run automations toggle. This allows the user to:
   • Run automation on their local machine via the UiPath Assistant;
   • Run background personal remote automations in folders where the user has the necessary permissions;
   • Run and debug in UiPath Studio, both desktop and web.

   Attention:

   This setting is applied at the time that the user is provisioned. After that point, the setting does not change automatically if the user is added to a group where a different rule is enforced, and can only be toggled manually.

4. In the Settings section, enable the Enable a Personal Workspace for this user toggle. This enables the user to:
   • Manage automations in their personal workspace;
   • Run background personal remote automations in their personal workspaces.
5. In the License Type section, select the license to be used when running automations. The license is taken from the tenant pool.
6. Click Add or Update. The user account is created/updated.