Managing users

About this task

This procedure shows how to create, view, edit, and remove a team. Move forward direct to the specific procedure:

• Procedure for creating user
• Procedure for creating multiple users at once
• Procedure for managing user's roles
• Procedure for managing user's teams
• Procedure for resetting user vault credentials
• Procedure for editing user's details
• Procedure for deactivating an existing user

Important: Versions later than 21.0.2 of IBM RPA implement a method of managing users based on three basic roles: Super Admins, Admins, and Users. For more information, see Managing users (IBM RPA version 20.12). This content is no longer regularly updated.

Before you begin

The user must have Tenant Administrator role permissions. For more information about roles and permissions, see Planning your environment to manage users.

Procedure for creating user

Creating a user

1. From the Access menu, click the Users tab.
2. Click the Create user button.
3. Select Manually add users.
4. Click Next.
5. On the Username field, enter the user name used to log in.
6. On the Email address field, enter the user's email.
7. Click Next.

Assigning a user to roles

1. On the Access pane from the Create user window, click Assign roles directly.
2. Click Next.
3. Select the roles that you want to assign to the user from the checkbox.
4. Click Next.
5. Review the summary from the user details and roles.
6. Click Create.

You can see the permissions in a granular mode expanding each permission assigned to the roles.

Assigning a user to teams

1. On the Access pane from the Create user window, click Add to a team.

2. Click Next.

3. Select the teams you want to assign to the user from the checkbox.

   If you haven't created any teams yet, click Create a new team button. For more information, see Managing teams.

4. Click Next.

5. Review the summary from the user details, teams, and roles.

6. Click Create.

Procedure for creating multiple users at once

1. Click the Create user button.
2. Select Bulk add users.
3. Click Next.
4. Click download our .csv template here link to download either one of the bulk user creation file templates.
5. Follow the template to create users. See Bulk user creation example.
6. Upload the bulk user spreadsheet.
7. Click Create.

Note: The server does not send confirmation emails to users created with the Bulk user creation option.

Procedure for managing user's roles

Viewing user's roles

1. Click on the user you want to edit or view the data.
2. Click the Roles tab.

Adding a new role

1. On the Roles tab, click Manage roles.
2. Select the roles you want to assign to the user from the checkbox.
3. Select the confirmation checkbox.
4. Click Save.

Removing user's roles

From the Roles tab, click the subtract icon on the role you want to remove. Your user must have at least one role assigned.

Procedure for managing user's teams

Viewing user's teams

1. Click the user you want to edit or view the data.
2. Click the Teams tab.

Adding a new team

1. On the Teams tab, click Manage teams.
2. Select the teams you want to assign to the user from the checkbox.
3. Click Save.

Removing user's teams

1. On the Teams tab, click Manage teams.
2. Clear the teams you want to remove from the checkbox.
3. Click Save.

Procedure for resetting user vault credentials

On the user you want to reset vault credentials, click the vertical ellipsis button ⋮ > Reset Vault Credentials.

Procedure for editing user's details

1. On the Details tab, click the pencil icon.
2. Optional: Enter a new user name.
3. Optional: Select the language preference from the list.
4. Click Save.

Procedure for deactivating an existing user

On the Details tab from the Danger zone section, click Deactivate Then, click Deactivate again.

Important: The deactivated user no longer has access to any feature within IBM RPA. Only users with permission to manage tenants can reactivate this account

What to do next

The new user receives an email to confirm the account creation and to reset the password. Remember to follow the password complexity policy. For more information, see Password complexity policy.

Related links

Parent topic:

• Access

Related topics:

• Planning your environment to manage users
• Managing users and teams