- Getting started
- About Automation Suite
- Getting started with the platform
- Exploring the user interface
- Managing user preferences
- Understanding authentication models
- Software requirements
- Host administration
- Organizations
- Authentication and security
- Licensing
- Accounts and roles
- External applications
- Notifications
- Logging
- Troubleshooting
Getting started with the platform
System administrators define settings at the host level that apply to all underlying organizations. However, in case a specific organization has unique needs, an organization administrator has the flexibility to modify or overwrite these inherited settings. This enables both uniformity and customization within the platform.
The below diagram depicts the hierarchical relationship between the host, organization, tenant, and service.
There are two primary user persona categories, administrators and non-administrators, and they encompass distinct roles and responsibilities within the platform. This page is dedicated to illustrating the typical journey taken by both personas when they first start using the platform.
The platform automatically categorizes users into different implicit user personas based on the type of license they possess. These implicit user personas are used to tailor the user experience to their specific needs and responsibilities.
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Admin users - are not mapped based on their licenses but based on their membership in the Administrators user group.
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Non admin users - Non-admin users are mapped based on their licenses.
|
User persona |
License |
|---|---|
|
Administrator - configures organization settings, user access controls, and oversees the efficient operation of the platform |
Not mapped based on license, but on their membership in the Administrators user group. |
|
RPA developer - designs automations in Studio that meet the organization automating requirements. |
Automation Developer - Named User and Multiuser |
|
Citizen developer - runs automations designed by RPA developers, completes actions, creates quick automations using StudioX. | Citizen Developer - Named User and Multiuser |
|
Business user - runs automations designed by RPA developers, completes actions |
Attended - Named User and Multiuser Action Center - Named User and Multiuser |
| Analyst - identifies processes that can be simplified, digitized, or eliminated, uses metrics to create reports |
Insights Designer User |
|
Tester - tests RPAs and other software within Studio, creates test environments. | Tester - Named User |
UiPath administration consists of two hierarchical levels, namely, host and organization. Each of these levels is configured via dedicated administration portals.
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Host portal: The host is the first level in the hierarchy. At this level, you can modify shared platform functionality like system administrator accounts, global authentication settings, global system email settings. Only system administrators can access the host portal. Host settings apply across all the organizations.
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Orchestrator host portal: The Orchestrator portal gives access to Orchestrator host settings. Only system administrators can access the Orchestrator host portal. Host settings apply across all the organizations.
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Organization admin portal: The Admin area at the organization level is where you can view and manage organization administrator accounts, organization authentication settings, organization system email settings, and other security settings. Only organization administrators (logged in to the organization) can access the organization Admin area.
The host portal is for system administrators to configure the Automation Suite instance.
The settings that you configure from this portal are inherited by all your organizations and some can be overwritten at the organization level.
For more information about how to use this portal, see the documentation under the Host Administration category of this guide.
Also see .
The UiPath Orchestrator host portal is available from within the Automation Suite host portal (see above). It allows system administrators to configure Orchestrator at the host level.
These settings are inherited by all your Orchestrator instances across the organization and some can be overwritten at the organization level.
For more information about how to use this portal, see the UiPath Orchestrator documentation.
Also see .
The Admin area at the organization level is where you can view and manage organization administrator accounts,organization authentication settings, organization system email settings and other security settings. Only organization administrators (logged in to the organization) can access the organization Admin area.
https://AutomationSuiteURL/ and log in to the organization with your organization administrator credentials. Once logged in, navigate to Admin from the left rail.
