I need to add a new user/tennant? instance?

Help Orchestrator
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I’m very new to UiPath and have taken various courses, but am still very green. We have a process set up that was written for us by an outside vendor and it is running in orchestrator under the default tenant.
My bosses have now asked me to add a new user who would be developing something completely unrelated to the current system that we are running.
Do I create a new tenant? what do i need to create/set up to get this new user up and ready to work?
is there a course that would help me with this?

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Hi @mjohnson

Here are your options in this scenario:

→ If the new development work requires complete isolation from the existing system/If the new development is unrelated and independent, and there is a need for strict separation of resources, data, and permissions, creating a new tenant might be appropriate. Otherwise, you can proceed with creating a new folder within the existing tenant.

→ If you decide to create a new tenant, you’ll need to have the necessary permissions to do so. Check your access level and consult with the admin if needed. Creating a new tenant typically involves setting up a new Orchestrator instance with its own database and resources.

→ Once you have the new tenant or folder created, you’ll need to set up the new user. This involves creating a new user account and assigning the appropriate roles and permissions. The exact steps depend on whether you create a new tenant or a new folder within the existing tenant.

i. New tenant: If you create a new tenant, you’ll need to create a new user account at the tenant level.
ii. New folder: If you decide to create a new folder within the existing tenant, you can create a user account specifically for the new developer within that folder.

The following resource might help you with this:

https://docs.uipath.com/orchestrator/standalone/2023.4/user-guide/managing-tenants#

Best Regards.

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Hi @mjohnson

To set up a new user in UiPath Orchestrator and enable them to start developing their own automation projects, you don’t necessarily need to create a new tenant. You can add the new user to the existing tenant and provide them with the necessary permissions and resources.

Here are the steps you can follow to get the new user up and ready to work:

  1. User Creation: Create a new user account for the developer in UiPath Orchestrator. This can be done by navigating to the “Users” page in Orchestrator and selecting “Add User”. Fill in the required details such as username, email, and password for the new user.
  2. Role Assignment: Assign an appropriate role to the new user based on their requirements. Roles determine the permissions and access levels for users in Orchestrator. You can create a custom role or assign an existing role such as “Developer” or “Robot Developer” to the user. Ensure that the assigned role has the necessary permissions for developing automation projects.
  3. Folder Creation: Create a new folder for the new user to work in. Folders in Orchestrator provide a logical separation of resources and permissions. This will allow the new user to have their own isolated workspace for developing automation projects. You can set up folder-specific permissions to control access to resources within the folder.
  4. Provision Robots: If the new user needs to execute automation processes using Robots, make sure to provision Robots for them. Assign the Robots to the appropriate folder and ensure that the user has the necessary Robot permissions to interact with the Robots.
  5. Provide Resources: If there are specific libraries, assets, or other resources that the new user will need for their automation projects, make sure to provide access to those resources

Thanks!!

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