Creating a User Group and a User - Creating a User Group and a User - Hyland RPA - Installation and Update - Hyland-RPA/Installation-and-Update/Foundation-25.2/Hyland-RPA-Installation-and-Update/Installation/Hyland-RPA-Platform-Installation/Hyland-RPA-Platform-Installation/Creating-a-User-Group-and-a-User - Foundation 25.2 - Foundation 25.2

Hyland RPA Installation and Update
Platform
Hyland RPA
Product
Installation and Update
Release
Foundation 25.2
License
ft:lastPublication
2025-12-09T23:20:48.864000
ft:locale
en-US
To create a user:
  1. In the upper-right corner, click and then click Administration.
  2. In the left pane, select Groups.
    The Groups pane is displayed.
  3. Click Add.jpg.
    The Create Group dialog box is displayed.
  4. 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.
    The Roles pane is displayed.
  8. Select the Role details role.
    The Roles pane is displayed.
  9. Select the Groups tab.
  10. Click Add.jpg.
    The Add groups to role dialog box is displayed.
  11. Select the Admin group that you previously created and then click Add groups.
  12. In the left pane, select Users.
    The Users pane is displayed.
  13. Click Add.jpg.
    The Create User dialog box is displayed.
  14. Enter First name, Last name, and Email in the fields provided.
  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 then 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.