Manage Control Room users

As an administrator, you can create, view, edit, delete, and enable or disable a user. Creating users steps vary depending on whether the user is a non-Active Directory, Active Directory, or single sign-on (SSO) user from an IdP server.

Column actions

  • Click a column header to sort by ascending or descending order.
  • Drag and drop a column header to move the column left or right.
  • Drag the end of a column corner to re-size.

Individual user actions

Perform the following tasks on an individual user:

View User
Opens the View user page in read-only mode. It shows user details, assigned roles, and general details such as User name, Description, First name, Last name, Email, Roles, Last Login, API Key expiration, Last Modified, Modified by, Object type , and User type.
You can edit a user detail and enable or disable a user.view-user-details
Note: The API key expiration column displays the date and time when the API key expires for users who have generated their API keys. You can use this information to notify the users to renew their API keys before the API keys expire so that the users can run their automations seamlessly.
Edit User
Opens the Edit user page in write mode. You can update user details, device login credentials, assigned roles, and device licenses.
Note: You cannot edit the username.
When you edit a user, an email is sent notifying the user if SMTP is enabled.
Only user devices with the Bot Agent installed at the system level are available for selection as the default device.
Enable User
Activates the user. When you enable or disable a user, an email is sent notifying the user if SMTP is enabled.
Disable User
Deactivates the user. When you enable or disable a user, an email is sent notifying the user if SMTP is enabled
Delete User
Deletes or removes the user account from the Control Room. When you delete a user, an email is sent notifying the user if SMTP is enabled. Administrators can use this feature, for example, when user account is no longer associated with the organization, if the associated role is no longer required. Deleting the user account frees up both the device to which the user was attached and the allocated license. For user deletion considerations in case an account is linked with credentials and lockers, see Delete a user.
If a user (administrator or Bot Creator) who started automation deployments is deleted, the following occurs:
  • An automation deployment that was initiated or is in progress, completes and the entry is removed from the In progress activity page.
  • Automations that were in queue or scheduled (unattended) are removed from the In progress activity page.

However, in both the above scenarios, the details are available in the Historical activity page.

Locker management permissions

Automation 360 sends emails whenever a user who owns a credential or locker is deleted. These alerts are sent to authorized users with Manage my lockers permissions. In cases where multiple users possess this permission, email notifications are sent to all the relevant users.

In the event that no users hold the locker management permissions, alerts are instead sent to users with User Management permissions.

Table-level actions

Perform the following tasks by hovering the mouse over the icons at the top-right of the User table. These actions can be performed only at a table-level and not on individual items.

Create user
Creates a user.
Create role with checked items
Adds a role and assigns the selected users.
Delete checked items
Deletes the selected users. You cannot delete a user who is currently logged in.
Export checked items to CSV
Exports the users listed in the table in CSV format.
Note: You can view the API key expiration information for users who have generated their API keys. You can use this information to notify the users to renew their API keys before the API keys expire.
Refresh table
Refreshes the table and reflects the latest data.
Customize columns
Select the columns to show or hide in the table.