Creating a User - Installation and Update - Foundation 23.2 - Foundation 23.2 - Ready - Hyland RPA - external - Hyland-RPA/Installation-and-Update/Foundation-23.2/Hyland-RPA-Installation/Hyland-RPA-Platform/Hyland-RPA-Platform-Installation/Creating-a-User - 2025-04-03

Hyland RPA Installation
Platform
Hyland RPA
Product
Installation and Update
Release
Foundation 23.2
License
To create a user:
  1. In the upper-right corner, click and then click Administration.
  2. In the left pane, select Groups.
  3. In the Groups pane, click Add.jpg.
  4. In the Create Group dialog box, in the Name field, enter admin.
  5. (Optional) In the Description field, enter a descriptive text.
  6. Click Create group.
  7. In the left pane, select Roles.
  8. In the Roles pane, select the administrator role.
  9. In the Role details pane, select Groups.
  10. In the Groups tab, click Add.jpg.
  11. In the Add groups to role dialog box, select the admin group that you previously created and the click Add groups.
  12. In the left pane, select Users.
  13. In the Users pane, click Add.jpg.
  14. In the Create User dialog box, enter First name, Last name, and Email.
  15. In the Password field, either enter a password or click to create a password.
  16. From the User groups list, select the admin group that you previously created and the click Create user.
  17. In the upper-right corner, click and then click Sign out.
  18. In the Hyland RPA Identity page, log on with the newly created user and password.
  19. In the upper-right corner, click and then click Administration.
  20. Verify that your user has access to Users, Roles, User Groups and Settings.
  21. To verify that your user has the correct role, in the upper-right corner, click and then click Web Manager.
    The Hyland RPA Web Manager page opens.