User management

With user management in multi-user environments, you can perform the following actions: 

Only members of the Admins user group are allowed to manage users and user groups.

Access user management functions

To access user management functions in RPA Studio, follow the steps below:

  1. In the Home menu, click on Project.

  2. Check out the project root element.

    To do so, select the project root element in the project tree and click on Checkout in the Home menu.

  3. Click on the Usermanagement tab.

Usermanagement tab in RPA Studio

By default, RPA Studio contains the user groups Admins and All users. You can't delete either group.

Columns in the Usermanagement tab

The following columns contain relevant information for RPA Studio:

Column

Description

Domain

Shows the domain from which you have synchronized the user (see "Synchronize user groups").

Description

Enter a description of a particular user or user group.

Enabled

Enable or disable users (see "Remove a user").

Level

Use the drop-down menu to classify users:

  • Basic: limited access to functions and limited objects in the Search.

  • Advanced: limited access to objects in the Search.

  • Expert: access to all functions and operations.

The default level is Expert.

Owning Group

Use the drop-down menu to select an Owning Group for a particular user group (see "Manage write permissions for user groups").

Check in changes

Once you have performed your user management actions, you need to check the project root element back in.

To do so, select the project root element in the project tree and click on Checkin all in the Home menu.

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Tricentis RPA Studio Manual 2019.05 © Tricentis GmbH