Managing access

Roles

Roles are a collection of permissions and represent a more granular layer for managing user access, following the broader option of maintaining access through groups. You can add roles to either groups so that all member accounts inherit them, or to individual accounts.

Roles can include several permissions at either the organization level, or at the service level, so there are:

• organization-level roles: these roles control the permissions that accounts have on organization-wide options; they are available in the Automation Cloud™ portal by default and you cannot change them, nor can you add new ones;
• service-level roles: these roles control the access rights and actions that accounts can perform in each UiPath® service you own; they are managed from within each service and can include default roles which you cannot change, as well as custom roles that you create and manage in the service.

Accounts and groups typically have an organization-level role and one or more service-level roles.

Groups and roles

In the following table you can see the roles that are assigned to accounts when they are added to a group. For example, adding an account to the Administrators default group grants them the Organization Administrator role for the organization and the Administrator role within your services. So this user can manage both organization-level roles from Admin > Accounts and Groups, as well as service-level roles.

Group Membership	Organization-level Role	Service-level Roles for Orchestrator
Administrators	Organization Administrator	Administrator
Automation Users	User	Automation User at folder level 1 Allow to be Automation User at tenant level
Automation Developers	User	Automation User at folder level 1 Folder Administrator at folder level 1 Allow to be Automation User at tenant level Allow to be Folder Administrator at tenant level
Everyone	User	No roles.
Automation Express	User	Allow to be Automation User at tenant level
[Custom group]	User	No roles by default, but you can add roles to the group as needed.

¹ The roles are assigned for the Shared modern folder, if it exists.

Note: For information about roles across UiPath services, see Role management .

Organization-level roles

Accounts can have only one organization-level role. This role controls the access that the account has to options within the portal area, such as the tabs they can see on the Admin page or the options available to them on the Home and Admin pages.

At organization level, the roles Organization Administrator and User are available.

You cannot change these roles or add new roles at the organization level.

Organization administrator

This role grants access to every organization- and service-level feature within the organization. An account with this role can perform all administrative actions for the organization, such as creating or updating tenants, managing accounts, viewing organization audit logs, and so on. There can be multiple accounts with this role.

Note: This is the only role that allows access to the Admin section.

The first organization administrator for any given organization is appointed when the organization is created.

To grant this role to others, the organization administrator can add user accounts to the Administrators group, which is one of the default groups .

The organization administrator role includes the following organization-level permissions, which cannot be changed:

	View	Edit	Create	Delete
Usage charts and graphs
Tenants
Accounts and groups
Security settings
External applications
Licenses
API keys
Resource center (Help)
Audit logs
Organization settings

User

This is the basic level of access within the UiPath ecosystem. Local user accounts automatically become members of the Everyone group , which grants them the User role.

This role is granted to all accounts that are in the default groups Everyone,Automation Users, or Automation Developers.

This role provides read-only access to pages, such as the Home page, Resource Center (if available).

They can see and access the provisioned services for their current tenant. However, the content they can see and the actions they can perform within each service depends on the service-level roles assigned to their account.

Role management

You can manage and assign service-level roles from within each service and you need the appropriate permissions in the service.

For example, users with the Administrator role in Orchestrator can create and edit roles, and assign roles to existing accounts.

There are two ways to assign roles to an account:

• Direct provisioning implies manually assigning roles to an existing account. You can do this by adding the account to a group, by assigning service-level roles to the account directly, or a combination of both.
• Auto-provisioning is only applicable if your UiPath organization is integrated with a third-party identity provider (IdP), such as Azure AD). In this case, to fully hand off identity and access management to the external provider, you can set up the UiPath platform so that any directory account can receive the appropriate roles without the need for any actions in the UiPath platform. The IdP administrator then has control over a user's access and rights in the UiPath organization by creating and configuring the account in the external provider alone.

Direct provisioning

Assigning organization-level roles

Organization-level roles are predefined and cannot be changed.

Organization administrators can assign organization-level roles to individual accounts from Admin > Accounts and Groups by adding accounts to a default or custom group.

See Groups and roles for more information about the organization-level roles tied to each type of group.

Note:

If you have linked your UiPath organization to a directory, such as Azure Active Directory (Azure AD), then it is possible to also assign organization-level roles to directory groups by adding them to groups, same as with accounts. This is not possible with local groups.See Types of groups.

Managing service-level roles

You manage and assign service-level roles from within the services. You can assign roles to groups (recommended), or to accounts that have already been added.

For information and instructions, see the applicable documentation:

Service	Details
Orchestrator	Managed from Orchestrator. Learn more about roles.
Actions	Managed from Orchestrator. For the list of permissions required, see Roles and permissions . For instructions on assigning roles, see Assigning roles.
Processes	Managed from Orchestrator. For the list of permissions required, see Roles and permissions in the Action Center documentation. For instructions on assigning roles, see Assigning roles.
Test Manager	Managed from Test Manager. For information and instructions, see User and group access management .

Assigning roles to an account

If you want to granularly control the access a certain account has in a service, but you don't want to add new roles to an entire group, you can explicitly add the account to the service and assign one or more service-level roles to it directly. For example, you can add an account to the Orchestrator service .

For information about the available roles and instructions, see the documentation for the target service, as described above.

Auto-provisioning

Through auto-provisioning, any directory account can be set up with access and rights for using the UiPath platform directly from the external identity provider (IdP).

Auto-provisioning requires a one-time setup after you enable an integration with a third party IdP: Azure AD or other IdPs that are connected used SAML integration.