Orchestrator uses an access-control mechanism based on roles and permissions. Roles are collections of permissions meaning that the permissions needed to use certain Orchestrator entities are assigned to roles.

Role-permissions and user-roles relationships allow for a certain level of access to Orchestrator. A user gets the permissions required to perform particular operations through one or multiple roles. Since users are not assigned permissions directly, but only acquire them through roles, management of access rights involves assigning appropriate roles to the user. See Modifying the Roles of a User.

Permission Types and Role Types

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There are two categories of permissions:

• Tenant permissions - Define a user's access to resources at the tenant level.
• Folder permissions - Define the user's access and ability within each folder they are assigned to.

Based on the permissions they include, there are three types of roles:

• Tenant roles, which include tenant permissions and are required for working at the tenant level.
• Folder roles, which include permissions for working within a folder.
• Mixed roles, which include both types of permissions.
  With mixed roles, for a global operation, only the user's tenant permissions are taken into consideration; for a folder-specific operation, if a custom role is defined, folder permissions are applied in favor of any tenant permissions present.

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Note:

Mixed roles are no longer supported and you cannot create new ones. If you have mixed roles, we recommend replacing them with a combination of tenant and folder roles to grant the required permissions.

The following resources are available to users depending on the type of roles they have:

You have the possibility to disable permissions completely from the user interface and API using the Auth.DisabledPermissions parameter in UiPath.Orchestrator.dll.config.

Assigning the Different Types of Roles

The type of role is important because you assign roles differently based on their type:

• If Activate Classic Folders is cleared under Tenant > Settings > General:
  You assign Tenant roles and Mixed roles from the Users page or from the Roles page.
  You assign Folder roles and Mixed roles from the Folders page or from the folder's Settings page.
• If Activate Classic Folders is selected under Tenant > Settings > General:
  You assign any of the three types of roles from the Users page or from the Roles page.
  You assign Folder roles and Mixed roles from the Folders page or from the folder's Settings page.

Permissions Without Effect

Although you can select all available rights (View, Edit, Create, or Delete) for any permission, the following rights have no effect for the listed permission:

This is because, for example, it is not possible to edit system-generated logs.

Default Orchestrator Roles

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By default, the following roles exist in Orchestrator:

Standard Roles for Folders

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For all users, you can automatically create the following roles:

See Default Roles for the permissions specific to each role.

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Note

The permissions associated with roles can change between versions as new features and integrations are added. When this happens, affected roles appear in red on your Tenant Settings page. Click on an affected role to add the missing permissions for each role.