Test Cloud admin guide

Managing accounts and local groups for Test Cloud and Test Cloud Public Sector

Creating local groups​

1. Go to Admin and select the organization at the top of the panel on the left.

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. Fill in the Name field.

6. In the Names field, type to search and then select an entry from the results to add it to the group.

   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.

   The panel displays a success message and offers the option to create a license allocation rule for the group.

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

   Otherwise, select Close at the bottom of the panel and skip the remaining steps.

9. Select the checkboxes for the user licenses that you want to automatically assign to current and future members of this group.

10. Select Save at the bottom of the panel. Your new group is now listed in the Local groups page.

Creating accounts​

Creating user accounts​

Creating robot accounts​

1. Navigate to Admin and select the organization.

2. Select Accounts & local groups.

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

3. Select the Robot accounts tab.

4. Select Add robot account.

   The Add Robot Account panel opens.

5. In the Name field, type a descriptive name for the account.

6. Optionally, under Group membership, select the checkbox for groups to which you want to add the account.

   Adding the account to one or more groups means it inherits any roles, user licenses, or robot settings defined for the group.

7. Select Add.

   A success message appears and further guidance is displayed.

   The robot account is added and is now visible on the Robot accounts page. It is also added to the groups you selected.

   Continue the setup of the robot account in UiPath® Orchestrator as you would set up a user account for unattended use: Configuring robot accounts to run unattended automations .

Removing an account or group​

1. Go to Admin and select the organization at the top of the panel on the left.
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. Confirm the action in the confirmation dialog.

Managing user accounts​

Inviting users​

1. Go to Admin and select the organization at the top of the panel on the left.

2. Select Accounts & local groups.

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

3. In the top right of the tab, select Invite users.

   The Invite users panel opens at the right of the window.

4. In the Email field, type and email address and then press Space.

   Continue to add email addresses if you want to invite multiple users.

5. (Optional) Select the checkbox for one or more groups to which you want to add the users. Refer to User Group Considerations for more information.

6. Select Invite.

   The Invite Users panel closes and the invited users are displayed on the Users page.

   In the Last active column, Pending is displayed until each user accepts the invitation and logs in.

   You can continue with assigning roles and allocating user licenses, even if a user hasn't accepted the invitation yet.

Inviting users in bulk​

• email - must be populated with the email addresses of the users to be invited.

• group membership - must be populated with the user groups each user should belong to. If left empty, the user is invited with no associated parent group. It allows for multiple groups, separated by a comma (for example, "automation developers, administrators") The CSV file validation is not case sensitive. "Automation Users" and "automation users" are both valid. You can invite up to 1000 users simultaneously with one CSV file.

  

1. Go to Admin and select the organization at the top of the panel on the left.

2. Select Accounts & local groups.

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

3. In the top right of the tab, select Invite users in bulk.

   The Upload CSV dialog opens.

4. Select Upload file and select the CSV file to be uploaded.

   Upon upload, file validation is performed:

   1. If the file meets the requirements, the upload operation is performed successfully, and the users in the CSV file are invited to the organization as part of the corresponding user groups.
   2. If the file does not meet the requirements, the Error Summary window is displayed with the reason for failure: Invalid email format, Some or all groups were invalid, or API error. Corrupted user entries are not considered and the corresponding users are not invited.

User group considerations​

Leveraging groups​

• Default user groups (i.e. groups provided by UiPath®) are automatically referenced in newly created services, and they are configured with a set of default permissions. You can change this default configuration at any moment if you choose so.
• For services created before the User Groups feature was launched, default user groups are not referenced. They must be added manually.
• Custom user groups (i.e. your own custom groups) must be added manually to your services irrespective of when they have been created. The following table describes where you can learn about adding user groups for each service:

  Service	Learn
  Orchestrator	Adding user groups at the tenant level in Orchestrator services. Adding user groups to folders in Orchestrator services.

  Not leveraging groups​

  If you do not want to use groups, leave any user to the default Everyone group, which comes with no roles attached by default. This implies access control is performed on a per-user basis; users must be granted roles individually in each service.

  The following tables describes where you can learn more about granting access rights to users:

  Service	Learn
  Orchestrator	Granting access-rights to users at the tenant level in Orchestrator services. Granting access-rights to users at the folder level in Orchestrator services.

  Removing users​

  To remove a user, select the corresponding Delete button in the Users page, and then Delete to confirm. Alternatively, select one or multiple users, and select the Delete button. The deleted user/users are no longer displayed on the Users page and they cannot access your organization.

  Note:

  • When you invite someone to join your organization, a new user account is created. Should you remove this user from your organization, they can log in independently by creating a new organization. While they can't access your organization's data post-removal, they may still use their account in a new organization.
  • You cannot delete your own user. Ask another organization administrator to perform the changes for you.

  Creating custom user groups​

  1. In the Accounts & local groups page, go to the Local groups tab.
  2. Select Add local group. The Add group window is displayed.
  3. Fill in the Name field.
  4. On the Names field, add users to the group. Only users that have been invited to your organization beforehand are listed.

  Unlike default user groups, custom groups need to be added manually to your services to ensure the correct mapping between the group membership and the corresponding roles in those services.

  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. You can perform the following operations:

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

    • You cannot delete or rename directory users or the last admin.
    • An organization must always have at least one admin. If you need to replace the current administrator, first add the new user to the Administrators group (Admin > Accounts & local user groups > User accounts > Group memberships > Add memberships). After the new admin is assigned, open the previous administrator's account and remove their Administrators group membership. This ensures that the role is transferred while always keeping at least one active organization admin.

  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. You can perform the following operations:

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

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

    Important:

    Known limitation: The search results for local group members are not displayed beyond the first page, regardless of whether the query matches the search result.

  • In the Licenses tab: View, assign, or remove license allocation.
  • In the Access tab: View or export access details.
  • In the Group info tab: Rename or delete local groups.
    Note:

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