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Create Control Room user for RPA Bots for Salesforce

  • Updated: 5/13/2021
    • Automation 360 v.x
    • Manage
    • AARI
    • Process flow

Create Control Room user for RPA Bots for Salesforce

Create an Automation Anywhere Enterprise Control Room user to authenticate the connector with the Control Room. Assign login credentials to use in authentication of a secure connection between Salesforce and Automation Anywhere.

Prerequisites

Procedure

  1. Click Create user.
    The icon is located at the top-right of the Users table.
    The Create user page is displayed.
  2. 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.
  3. In the Select roles section, select the AAE_Basic role from the Available roles column.
    This user will be used later when you log in to Salesforce and launch bots using the connector.
  4. Click the right arrow to move the role to the Selected column.
  5. 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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