In this menu you can get information and perform actions to manage your organization. Through it, you can define the preferences of your workspace, create and manage users, groups, and repositories, as well as get detailed information from your account and plan.
In the preferences tab, you can get data such as the label and the date of creation of your organization and can edit name, country, and default language.
Users and groups¶
Add new users, assign roles and permissions, and link them to groups.
Inviting new users¶
To invite a new user, click the
Invite user button and fill in the required fields.
Here is an example of a form to invite a user:
- Role: is the role of this user, being able to choose Administrator, Operator or Developer. See more details about the features available for each role in the table below.
- Full Name: the full name of the user to be invited.
- E-mail: the email of the user to be invited.
After filling in the data, click the
Send Invite and the new user will be invited to access this workspace, receiving in the registered email a temporary password that can be changed after the first access to BotCity Maestro.
As of now, the Maestro Orchestrator supports the following roles:
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Deleting users in bulk¶
BotCity Maestro also has the feature of deleting multiple users in just one action. Through the
Bulk Actions button, it is possible to access the option:
- Delete in bulk: where you will be asked to select the users to be deleted.
In the Information tab, you can view a user's data and also edit their full name, Slack ID, and default language.
To change your user's access password on BotCity Maestro, go to your user information through the Profile menu in the upper right corner.
You can configure a user to receive notifications based on BotCity Maestro events. BotCity Maestro can send emails (default) and Slack and Microsoft Teams messages for each enabled notification.
Here are the available events:
- All: all events defined below.
- Task completion: fired when a task is finished independent of the finish status.
- New result file: fired when a new result file is uploaded to BotCity Maestro.
- New bot release: fired when a new release version of a bot is configured.
- New error event: fired when an error is reported to BotCity Maestro.
- Runner Offline: fired when a Runner goes offline.
Each user or administrator can choose whether or not to receive each of the available notifications.
Configure your integration with Slack and Teams using the Integrations Page.
In the Groups tab, the workspace administrators can manage and view the groups a user has access to.
Adding users in bulk¶
BotCity Maestro also has the feature of adding multiple users to a specific group. Through the
Bulk Actions button, it is possible to access the option:
- Add to group: where you will be asked to select users to be added to a group, and subsequently, the group to which the users should be added is requested.
A user group can be considered a set of users with specific privileges to access and operate entities in BotCity Maestro.
In BotCity Maestro, user groups can be created, enabling the management and direction of resources to a specific team, sector, or area of your organization.
In this way, each group will have access only to the resources that relate to their area, bringing more organization and productivity to the teams and RPA flows.
Every workspace created in BotCity Maestro will have a default group with the GLOBAL identifier.
This group cannot be edited or deleted. If new groups are not created in the workspace, all users will be directed to this default group.
Creating a user group on BotCity Maestro¶
To create a group in BotCity Maestro, click
New group and fill out the form below:
By confirming the action by clicking
Create group, a new group will be created and added to the group list of this workspace.
Adding a user to a group¶
On the screen containing the group information, we can add new users to this group by clicking
Add user to group.
Once this is done, select all the users who will have access to the resources linked to this group.
Repositories can be considered as a set of resources that will be available for access and manipulation only for specific groups.
Through this functionality, it will be possible to link and view automation, robots, logs, and credentials related to a specific group, limiting users' access to only the information relevant to them.
As a result, certain resources will only be linked to a specific group and can only be viewed or operated by users from that specific group.
Creating a new repository¶
To create a new repository, click the
+ New Repository button, fill out the form with the requested information, and save.
Once that is done, a new repository will be added to your list of repositories.
Linking groups to repositories¶
After creating a new repository, you can give access to specific groups.
By giving access to the repository to a group, only users of that group will have access to resources linked to the repository.
When accessing a repository, you will have access to the screen below:
Where is possible:
- Edit information such as the name and description of the repository.
- Link groups to this repository using the
- Create or move resources such as robots and automation for this repository.
With your repository created and its resources properly configured, it can now be accessed in all functionalities through the
Associating entities with repositories¶
By creating new resources in BotCity Maestro, users should define which repositories these resources will be linked to.
The example below shows the field
Repository by deploying a new robot:
Thus, this robot will be in the configured repository, and only users of the group linked to it can view it on the platform.
Account and plans¶
In accounts and plans, It is possible to check which plan is linked to your organization and the limits of automation and Runners attached to it. This way, it is easy to understand if your plan meets your organization's needs and also manages its upgrade.
Through the buttons
Compare Plans and
Upgrade, you can access every detail of BotCity plans, compare with your current plan, and choose the best upgrade for your organization.
At the end of the page, you will see a
Danger Zone where it is possible to request the exclusion of your organization definitively.
Please be advised that this action is irreversible. Only use this feature if you want to exclude your organization and remove all data.