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Create a Bot Creator user for RPA Bots for Excel

  • Updated: 2/19/2020
    • Automation 360 v.x
    • Manage
    • AARI
    • Process flow

Create a Bot Creator user for RPA Bots for Excel

Create a Bot Creator user to create TaskBots for your Excel business processes.

Procedure

Create a Bot Creator user:
  1. Go to Administration > Users.
  2. Click Create user.
    The icon is located at the top-right of the Users table.
    The Create user page is displayed.
  3. In the General Details section, enter the following user details:
    Enable User
    Select the check box so that the user can log in immediately.
    Username
    Enter a unique user name.
    Description
    Optional: Enter a description for the user.
    First name
    Optional: Enter the first name of the user.
    Last name
    Optional: Enter the last name of the user.
    Password
    Enter and confirm a password for the user. Ensure that the password follows any necessary password policy.
    Email
    Enter and confirm the email address for the user. If SMTP is enabled, the user is sent an email to this address to confirm the account. All important Control Room notifications will be sent to this email address.
  4. In the Select roles section, select the AAE_Basic role from the Available roles column.
  5. Click the right arrow to move the role to the Selected column.
  6. Assign the Bot Creator - Development license to the user.
  7. Scroll up to the Device login credentials section.
  8. Enter the Username and Password for your Windows credentials to enable checking in and checking out TaskBots.
  9. Click Create user.
    The new user is displayed in the User table. If SMTP is enabled, an email will be sent to the new user inviting them to log in.
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