The steps shown below will provide a clear understanding on how to add a new user to the BOT Manager. In order for a user to have access to the features of BOT Manager, the user must be first added by the admin.
Once we click on the Designer option, it will redirect to AppForm’s designer window.
On the top left of the window, you will have to click on Manage Security Tab.
Manage Security Wizard will be displayed after clicking on Manage security.
From the available options, click on the User Management Icon and then click on the ADD user at the bottom of the manage security window.
Provide the required User details, select appropriate role, create a password and then click on save button.
You will see four roles while adding a new user. Select the appropriate user role as mentioned below.
Default Roles | Permission |
User | This role has the limited permission in BOT Manager. This role can access only home page and workflow dashboard where the forms are hosted. |
Administrator | This role has full permission in Bot Manager. |
Designer | This role can view the designer as well as home page but No Access to ”Security”, “Navigation Settings” and “Manage Tenant”. |
Limited Access | The user will have the Designer privilege without workflow feature access. |
While adding a new user, in the “Is ADUser” field you will see a dropdown in which you can select Yes or No. If you select ‘Yes’ then user can login via windows authentication and it is not required to create a separate password. If you select ‘No’, user can login via Forms authentication and password has to be created for the same.
After completing the steps, a new user will get added and the details will be shown in the list of users in BMT.
To set the permission, Go to security tab in BOT Manager and under the user tab click on edit button next to the user.
Note: A user without any roles does not have access to any resource.
Here you can search the user with the username and assign the roles.
Here you can assign the appropriate role to the user and click on save button to provide the permission to the user.
Note: Authorized users or admins can only add roles and manage permissions for the users in Roles.
Default Roles | Permission |
Administrator | Full access to Studio and Bot Manager. |
BOT Monitor Administrator | Full access only to BOT Manager. |
RPA Developer | Full access to BOT Manager (except security) and Studio. |
BOT Monitor User | Full access to BOT Manager (except security) and no access to studio. |
Robot | All permission required for the execution of processes. |
Admin is authorized to change password of all the users who are login through Forms authentication using the below steps.
NB: The password will be automatically updated for the Windows authenticated users when it is changed in the active directory. Here you will be able to change passwords for Forms Authentication users only.
Manage Security Wizard will be displayed after clicking on Manage security.
You will see the list of active users here, find the user for whom you want to change the password and click on the edit user next to the username.
The user information form appears. Enter the new password in the password and retype password fields. Then Click on Update Button.
NB: Clear the fields before entering a new password.
New password is updated for the user.