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UiPath Orchestrator

The UiPath Orchestrator Guide

Enabling users to run personal automations

This article walks admins through the steps for enabling users to run 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. Learn about access control 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: See how to manually run a job or configure a trigger to launch jobs as yourself.

Enabling user groups to run personal automation


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. Reference a group in Orchestrator or edit an existing group and assign roles to it.
  2. Click the Personal automation setup tab to configure personal automation settings.
  3. Enable the Enable users in this group to run automations toggle. This enables 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.
  4. In the Settings section, enable the Enable Personal Workspaces for members of this group toggle. This enables users in that group to:
    • Manage automations in their personal workspace;
    • Run background personal remote automations in their personal workspaces.
  5. Click Add or Update. The group is referenced/updated.

 

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 enables 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.
  4. In the Settings section, enable the Enable a Personal Workspaces 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. Click Add or Update. The user account is created/updated.
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Updated about a month ago


Enabling users to run personal automations


This article walks admins through the steps for enabling users to run personal automations.

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