orchestrator

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Getting started
- Introduction
- Robots
  - Robot Statuses
  - Robot Settings
- Auto Updating Client Components
- Time-to-live Periods
- Orchestrator Outbound IP Addresses
- Notifications
Best practices
- Organization Modeling in Orchestrator
- Automation Best Practices
- Optimizing Unattended Infrastructure Using Machine Templates
- Unattended automation
- Organizing Resources With Tags
- Orchestrator Read-only Replica
- Exporting grids in the background
Tenant
- About the Tenant Context
- Searching for Resources in a Tenant
- Robots
- Folders
  - Managing Folders
  - Organizing Folders
  - Personal Workspaces
  - Managing Personal Workspaces
- Monitoring
- Access control
- Configuring automation capabilities
- Machines
- Packages
- Audit
- Credential Stores
  - Integrating credential stores
  - Managing credential stores
- Webhooks
  - Types of Events
  - Managing Webhooks
- Licensing
  - Managing Your Licenses
- Settings
Cloud robots
- Automation Cloud™ Robots - VM
- Configuring VPN for cloud robots
- My notifications
Folders Context
- About the Folders Context
- Home
Automations
- About Automations
Processes
- About Processes
- Managing Processes
- Managing Package Requirements
- Recording
Jobs
- About Jobs
- Managing Jobs
- Job States
- Working with long-running workflows
- Running Personal Remote Automations
- Process Data Retention Policy
Apps
- About Apps
- Publishing an App to a Tenant
- Managing Apps
- Running a Deployed App from a Folder
Triggers
- About triggers
- Managing triggers
- Managing Non-Working Days
- Using Cron Expressions
  - Triggering jobs on the last day of the month
Logs
- About Logs
- Managing Logs in Orchestrator
- Logging Levels
Monitoring
- About Monitoring
- Machines
- Processes
- Queues
- Queues SLA
Queues
- About Queues and Transactions
- Bulk uploading Queue Items using a CSV file
- Managing Queues in Orchestrator
- Managing Queues in Studio
- Managing Transactions
  - Editing Transactions
  - Field Descriptions for the Transactions .csv File
- Review Requests
Assets
- About Assets
- Managing Assets in Orchestrator
- Managing Assets in Studio
- Storing Assets in Azure Key Vault (read only)
- Storing Assets in HashiCorp Vault (read only)
- Storing Assets in AWS Secrets Manager (read only)
Storage Buckets
- About Storage Buckets
  - CORS/CSP Configuration
- Managing Storage Buckets
Test Suite - Orchestrator
- Test Automation
- Test Cases
  - Field Descriptions for the Test Cases Page
- Test Sets
  - Field Descriptions for the Test Sets Page
- Test Executions
  - Field Descriptions for the Test Executions Page
- Test Schedules
  - Field Descriptions for the Test Schedules Page
- Test Data Queues
- Testing Data Retention Policy
Resource Catalog Service
- About Resource Catalog Service
Authentication
- About Authentication
Integrations
- About Input and Output Arguments
  - Example of Using Input and Output Arguments
Classic Robots
- Robots
- Environments
  - Managing Environments
- Jobs
- Triggers
- Monitoring
  - Robots
- Resources
Troubleshooting
- About Troubleshooting
- Frequently Encountered Orchestrator Errors

Orchestrator User Guide

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DELIVERY:

Automation Cloud Automation Cloud Public Sector Automation Suite Standalone

Last updated Nov 25, 2024

Organizing Folders

Utilizing folder features and capabilities, your Orchestrator and Tenant administrators are able to delegate the administration of automation solutions according to department (or any other manner in which you want to organize your deployment).

This configuration only needs to be performed once, after which the automations are managed on a folder basis by your designated folder administrators. Thereafter, the only occasion where an Orchestrator or Tenant administrator must intervene is the creation of new folders if there are new departments added to the organization.

To configure your Orchestrator for such delegation, follow these steps:

Make sure you use standard roles:
Create a folder for each set of automations that are to be managed separately.
This division can be done in whatever manner is best suited to your needs, whether by departments (i.e. Finance, HR, Sales) or by specific automations (i.e. Earnings Reports, Onboarding, Expense Reports).
Assign the Tenant Administrator role, at the tenant level, to the user(s) you are delegating the management of all tenant entities (e.g. Machines, Users, Roles, etc.) to, if not performing this function yourself.

Note:
If you are delegating Tenant administration, the remaining steps can be performed by these designated users.
For the Orchestrator users that need to manage their own folders and subfolders, assign the following roles:
- Allow to be Folder Administrator at the tenant level; and
- Folder Administrator at the folder level.
For the Robot users that need to execute the automations, assign the following roles:
- Allow to be Automation User at the tenant level; and
- Automation User at the folder level.

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