Organization¶

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.

Preferences¶

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:

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.

User roles¶

As of now, the Maestro Orchestrator supports the following roles:

Deleting users¶

To delete a user, click the icon , select the Delete option and then confirm the action.

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.

Editing users¶

To edit a user, just click on the icon and select the Edit option to access the page below:

Information¶

In the Information tab, you can view a user's data and also edit their full name, Slack ID, and default language.

Notifications¶

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.

User groups¶

In the Groups tab, the workspace administrators can manage and view the groups a user has access to.

To add a user to a group, click the icon from a user and select the Add to group option, select the groups you want to that user, and press the Add to groups to confirm the action.

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.

Groups¶

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.

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.

Group information¶

Accessing the option Information through the icon from a specific group, you can get detailed information from the group, edit the group in question, add users to this group and also delete it:

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¶

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 Give Access button.
• 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 Repository filter.

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.