DocsManage users
Users and the associated roles that grant them permissions within the Blue Prism platform are managed from the System > Security - Users screen.
The Security - Users screen displays the existing users organized into their groups in a tree view on the left-hand side. Selecting a group in the tree shows the members of that group in a list on the right, whereas selecting a user in the tree shows the user details pane on the right.
The Users root node allows users to be organized or grouped into a hierarchical tree structure. The actions that can be taken are available via right-click context menus.
User list view
This displays a list of users and summary information about each user record, such as full name, dates between which the user account is valid, password expiry date, last time the user signed in, and the authentication type used.
The context menu displays the options available based on the authentication type used and provides different options based on whether a user is currently selected.
The search field at the top allows administrators to search for specific users in the tree view.
User details view
This displays read-only information about the user, such as authentication type, dates between the user account is valid, password expiry date, and the last time the user signed in.
The context menu displays the options available based on the authentication type used and provides different options based on whether a user is currently selected.
Context menu options
Group users
Users may be organized into groups using the context menu of the Users tree root node on the left-hand side, or the context menu of an existing group.
Show all users
The context menu on the user tree has an option to show all users, which toggles the tree and list view to display users who have been deleted from the system.
Create a new user
This allows administrators to create new users and assign them roles and permissions in Blue Prism based on the authentication type configured for them.
Edit an existing user
Administrators can edit existing users' details based on the authentication type configured for them.
Delete an existing user
Administrators can delete a user who no longer needs access to the system. Deleted users do not show in the user list but can be made visible by right-clicking the users tree and selecting to show all users.
Only users configured to use Blue Prism native authentication and multi-authentication Active Directory environments can be deleted.
Unlock a user
Administrators can unlock users who have locked themselves out by entering the incorrect password too many times, as configured in the login options.
This is only available for users configured to use Blue Prism native authentication.
Refresh user list
This is only available for users configured to use single sign-on for Blue Prism in a single-authentication environment, and refreshes the current user list based on Active Directory group membership.
View user's group membership
This is only available for users configured to use single sign-on for Blue Prism in a single-authentication environment, and displays a user's Active Directory security groups.
Configure process alerts
Administrators can configure process alerts for a selected user.
