Managing accounts and local groups

Organization administrators can view, add, edit, or remove accounts and groups for the organization from the Accounts & local groups page at the organization level.

Creating local groups

You can add new local groups if you want to define a custom mix of roles and license allocation rules to use for a particular group of accounts. For example, the ones needed by your colleagues in the Accounting department to use the UiPath platform.

1. 转到“管理员”，然后选择左侧面板顶部的组织。
2. Select Accounts & local groups.

   The Accounts & local groups page for the organization opens on the User accounts tab.

3. Select the Local groups tab.
4. Select Add local group. The Add Group window is displayed.
5. 填写“名称”字段。
6. 在“组成员”字段中，输入要搜索的内容，然后从结果中选择一个条目以将其添加到组中。

   Only accounts that already exist on the User accounts page are available.

   If you enabled a directory integration, you can also search for users and groups from the linked directory.

7. Select Add at the bottom of the panel to create the group.

   该面板将显示一条成功消息，并提供用于为组创建许可证分配规则的选项。

8. If you want to create a license allocation rule for this group, select Create Allocation Rule.

   否则，请单击面板底部的“关闭”，并跳过其余步骤。

9. 选中要自动分配给该组当前和未来成员的用户许可证所对应的复选框。
10. Select Save at the bottom of the panel. Your new group is now listed in the Local groups page

Creating accounts

有关不同帐户类型的信息，请参阅“关于帐户和组”。

Creating user accounts

有关使用用户帐户的信息，请参阅管理用户帐户。

创建机器人帐户

有关此类型帐户的详细信息、使用时间和原因，请参阅“机器人帐户”。

1. 转到“管理员”，然后选择左侧面板顶部的组织。
2. Click Accounts & local groups.

   The Accounts & local groups page for the organization opens on the User accounts tab.

3. 选择“机器人帐户”选项卡。
4. In the top right, select Add robot account.

   系统将在页面右侧打开“添加机器人帐户”面板。

5. 在“名称”字段中，键入帐户的描述性名称。
6. Optionally, under Group membership, select the checkbox for groups to which you want to add the account.

   将帐户添加到一个或多个组意味着其将继承为该组定义的任何角色、用户许可证或机器人设置。

7. 选择“添加”。

   面板顶部会显示一条成功消息，并会显示进一步的指导。

系统将添加机器人帐户，现在可在“机器人帐户”页面上看到该帐户。它还会添加到您选择的组中。

继续在 UiPath™ Orchestrator 中设置机器人帐户，就像设置用户帐户以供 Unattended 使用的操作一致：配置机器人帐户以运行 Unattended 自动化。

删除帐户或组

To remove an account or group, take the following steps:

1. 转到“管理员”，然后选择左侧面板顶部的组织。
2. Select Accounts & local groups.
3. To remove a user account, select the User accounts tab. Alternatively, to remove a local group, select the Local groups tab.
4. Look for the user account or group you want to remove, then at the right end of the row, select the three-dot button, then choose Delete.
5. 在确认对话框中确认操作。

Alternatively, you can remove accounts and groups using the user and group profiles. For details, refer to Managing user and group profiles.

Managing user and group profiles

As an organization admin, you can manage user and group profiles from a single location that allows you to customize group memberships, handle licenses, monitor access, and update user and group info.

To access user and group profiles, navigate to Admin > Accounts & local groups > User accounts, then select the user account or group you want to manage.

Managing user profiles

To manage the profile of a user account, navigate to Admin > Accounts & local groups > User accounts, then select the user account you want to manage. Here are the operations you can perform:

• In the Group memberships tab: View, add, or remove group memberships.

• In the Licenses tab: View, modify or remove license allocation.

• In the Access tab: View or export details on permissions and role assignment.

• In the Info tab: Rename or delete local users.

  备注：

  You cannot delete or rename directory users or the last admin.

  As a safety method, any organization must have at least one organization admin. This means that you cannot delete the last organization admin, nor can you remove the role assignments for the last user that has this role.

Managing group profiles

To manage the profile of a user group, navigate to Admin > Accounts & local groups > Local groups, then select the group you want to manage. Here are the operations you can perform:

• In the Members tab: Add or remove users to or from a local group.

  备注：

  All local or directory users added to Automation Cloud are part of the Everyone group. You cannot view the members in the Everyone group.

• In the Licenses tab: View, modify, or remove license allocation.

• In the Access tab: View or export access details.

• In the Group info tab: Rename or delete local groups.

  备注：

  You cannot delete or rename directory groups or built-in groups (Everyone, Automation Users, Administrators, etc.).