This section displays information about user and bot groups. Here you can create new groups, change the existing ones, manage the access rights to the processes, and define:
- what processes can be edited and published in ELMA RPA Designer by a particular user;
- what tasks can a particular bot perform.
Creating a group
To create a new group, click on the button in the top panel. In the window that opens enter the group name and its description if needed. Then click Save.
The Groups page displays the list of all created groups. To edit a group name or description, click on the icon.
A group page displays detailed group information. To open the card, click on the group name. After that, you can view the group description (if available), creation and editing date and time, information about included users and bots, as well as the processes, to which users and bots have access.
The information about users, bots, and processes is displayed in tables. You can change the way data is displayed:
- select the number of rows displayed in each table in the Number field;
- update the data in the table using the button;
- sort the data in ascending and descending order. To do this, click on the column name. Click once more to change the sorting order.
Depending on the tab you are in, you can search by user's full name, bot name, or process name available. Begin entering the name in the search bar. The search results will immediately be displayed in the table.
The Users tab displays the user's name, email, role, and the groups he or she belongs to. Read more about users in the "Users" article.
For each bot, this tab shows the name, status, and the group the bot belongs to. Read more about bots in the "Bots" article.
The Processes tab displays the process name, its version, as well as the groups, users, and bots that have access to this process. Read more about working with processes in the "Processes" article.
You can search for a group by its name in the Group section page. Start entering the name in the search bar. The search results will immediately be displayed in the table.