Assistant Governance

You can use UiPath Automation Ops to govern UiPath Assistant. Automation Ops allows you to manage and implement governance policies based on user profiles. Governance policies offer control over various functionalities, and make sure that the rules are followed.

Create and configure a governance policy

You can create and deploy policies per tenant for each type of license, per group, or per user. You must configure the policy details and the product settings for each policy you create or edit.

More information on how to Create a Governance Policy.

Assistant governance via Automation Ops (both in Cloud and Automation Suite)

The policy you create for the UiPath Assistant allows you to:

• Choose if you allow users to install their own custom widgets.
• Choose if you want to use the UiPath Official widget feeds. If you choose Yes, the widgets will be downloaded from either the official feed or your Orchestrator libraries feed. If you choose No, then only the Orchestrator library feeds will be enabled.
• List the widgets that you want your users to have access to by simply adding the name and the version of the NuGet package.
  Note: When switching the tenant from UiPath Assistant, the Automation Ops policy from the new tenant applies.

The Widgets Tab

Widgets are plugins that add functionality to the Assistant. The Widgets tab enables you to control user access to widgets.

Some widgets are added by default. On the Widgets tab, you can choose the widgets you want to deploy to your users.

See the Settings for Assistant Policies for more details.

Note: If you set the governance policy to not allow custom widgets, users are not able to add custom widgets, and are only able to install widgets if they are deployed via Orchestrator or from official feeds. Additionally, if you choose to not allow both custom widgets and official feeds, users only have access to widgets published in the Orchestrator feed.

The Feature Toggles tab

To further configure the Assistant, from the Governance tab, select a policy, navigate to the Feature Toggles tab and choose your setup:

• Enable Task Capture: You can show/hide the Task Capture button.
• Group processes by folders: This option enables you to group processes in Assistant by Orchestrator folder. You can now change this option directly from Assistant by selecting the appropriate check box in the policy.
• Minimize Assistant while a process is running: You can enable/disable the minimization of Assistant while running a process.
• Automatically launch Assistant at startup: You can enable/disable the Assistant launch at sign in. If you enable this option, the Assistant will start at the moment of sign in, in tray mode.
• Use local user preferences: Allows you to manually modify this option form Preferences.
• Allow users to change the logging level in Assistant: You can enable/disable the Log Level picker from Assistant. By default, Log Level changes are enabled, but they can be disabled by switching to No.
• Allow users to run automations outside Personal Workspace: If enabled, you will be able to run automations from your Personal Workspace and from other Orchestrator folders.
• Enable Action Center: You can enable/disable the Action Center connection to UiPath Assistant.
• Allow users to share an automation URL: If you enable this option, the Copy button will appear next to the automations installed in shared folders. Click this button to create a link that opens the automation in Assistant. Make sure you choose the 23.4.0 policy template, or higher.

Assistant governance without Automation Ops

When UiPath Assistant is not governed via policies set in Automation Ops, or the policy cannot be applied, the agent-settings.json configuration is used. If neither of those can be used, the Assistant uses a default policy which contains the latest versions of Marketplace and Apps Widgets.

This can be modified by opening the agent-settings.json located in %userprofile%\AppData\Roaming\UiPath and adding the defaultNugetWidgetConfig property under the agent tag.

Important: When setting up the policy in agent-settings.json, make sure to also configure the expiration date. Otherwise, if an Automation Ops policy exists, it takes precedence until it expires.

"defaultNugetWidgetConfig": {
    "widgets": {
        "UiPath.Marketplace.Widget": "internal",
        "UiPath.Apps.Widget": "internal"
    },
    "enableOldWidgets": true,
    "enableFallbackFeed": true,
    "expires": "2100-01-01T00:00:00.000Z",
    "policy": "My custom default policy",
    "allowTaskCapture": true,
    "enableGroupByFolder": false,
    "setGroupByFolderLocally": true,
    "launchAtStartup": false,
    "setLaunchAtStartupLocally": true,
    "minimizeWhileRunning": false,
    "onlyUiPathContentInMarketplace": false,
    "actionCenterUrl": "",
    "allowActionCenter": true,
    "allowLoggingChanges": true,
    "allowAutomationsOutsidePw": true
}

Important:

To enable the Action Center widget in an on-premises environment without Automation Ops, you must add the following parameters to the agent-settings.json file:

• "actionCenterUrl": "https://example.com"
• "allowActionCenter": true.

To find the Action Center URL, go to the Action Center widget.

To enable the EDR protection status message from Assistant > Preferences > General tab, you must add the following parameters to the agent-settings.json file:

• "displayEdrMessage": true