UiPath Orchestrator Guide

Managing Organization Units

Creating New Organization Units

  1. In the Units page, click Add. The Provision Unit window is displayed.
  2. In the Name field type a custom name for your unit.
  3. Click the Provision button. The organization unit is created, and the Manage Users window is displayed.
  4. Select the users you want to be assigned to the organization unit.
  5. Click Close. The users are now assigned to the organization unit.

Editing Organization Units Name

  1. Click the corresponding Edit edit_button button. The Edit window is displayed.
  2. Change the name of the organization unit.
  3. Click Update. The name of the organization unit is changed.

Managing Users to Units

  1. In the Units page, click the corresponding Manage Users manage_users button. The Manage Users window is displayed.
  2. Select all the users that you want to have access to this organization unit and click Close. Your changes are saved and the Manage Users window is closed.

Similarly, if you want to unassign a user from an organization unit, clear it from the Manage Users window and click Close.

Deleting Organization Units

Important!

You cannot delete an organization unit if it has users associated to it.

To delete an organization unit, click the corresponding Remove remove_button button.

To delete more than one organization unit, select them and then click the Remove button.


Managing Organization Units