Add Custom Governance Rules for Specific Users [When Governance is configured from Orchestrator]

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How to Set Custom Governance Rules for Specific Users in UiPath Studio/StudioX.

Issue description:

When the customer wants to have a different set of governance rules for some specific users, which will bypass the Global governance rules.

Prerequisites:

  • Administrative access to UiPath Orchestrator.
  • UiPath Studio/StudioX installed.
  • Access to governance-related settings in Orchestrator.

Resolution:

Step 1: Generate the Governance File

  1. Open UiPath Studio/StudioX.
  2. Go to the Backstage view.
  3. Click on Help.
  4. Select Generate Governance File.
  5. In the Governance File generation screen, choose Classic Policy.
  6. A file named "uipath.policies.config" will be automatically downloaded.

Step 2: Modify the Governance File

  1. Navigate to the "uipath.policies.config" file that was downloaded.
  2. Open the file using a text editor (e.g., Notepad++).
  3. Make the necessary changes to the governance rules according to your requirements.
  4. Once the changes are made, copy the entire content of the modified file.

Step 3: Configure Custom Governance Rules in Orchestrator

  1. Open UiPath Orchestrator and log in.
  2. Navigate to the "uipath.settings.config" folder in Orchestrator.
    2. Note: If the folder is not present, governance may be applied via different methods, such as Local/External Files or Automation Ops.
  3. Navigate to Assets in the folder.
  4. Look for the asset named "uipath.studio.governancepolicy" and click on Edit.
  5. Click on add robot asset value.
  6. In the User section, select the specific User for whom you want to apply the custom governance rules.
  7. In the Text section, paste the modified governance file content that you copied earlier.
  8. Click Update to save the changes.

Step 4: Restart Studio/StudioX

  1. Ask the specific user to restart Studio/StudioX.
  2. The custom governance rules should now be applied for this user, overriding the global governance policies.