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  • ✨What's New in Enate
  • Work Manager
    • 💻Work Manager
      • User Roles in Work Manager
      • Home Page
        • Bar Chart and Grid
        • Team Bar - Viewing Your Team
          • Team Bar for Team Members
          • Team Bar for Team Leaders
      • Setting Teams and Queues
      • Quickfind
        • Quickfind Searches with Custom Data Fields
        • How Quickfind works - specifics
      • Managing Contacts
        • Adding, Editing and Deleting Contacts
        • Contacts Page
        • Contact Activity Page
        • Contact Tags
        • Contacts Card
      • Emails
        • Composing Emails
        • Canned Texts
        • Email Attachments
        • Saving an Email as a Draft
        • Scheduling Emails
        • Email Inbox View
        • Sent Items View
        • Outbox View
        • Unhandled Emails
          • Creating New Email Routes from Unhandled Emails
          • Viewing Deleted Emails
          • Unhandled Emails Further Specifics
        • Blocked Email Addresses
      • Using Multiple Tabs
      • Focus List
      • Notifications
      • Getting New Work
      • Creating New Work
        • Bulk Create Work Items
        • Creating a Work Item from an Existing Email
      • Work Item Overview
        • Overview of Work Item Types
        • Adding a Note
        • Defects Card and Recording Defects
        • Timeline
        • Files Tab
        • Time Tracking
        • Forecasting for Cases
        • Custom Cards
        • Viewing Recently Accessed Work Items
      • Processing a Ticket
        • The Ticket Screen
        • Processing a Ticket
        • Merging a Ticket into another Ticket/Case/Action
        • Splitting a Ticket
        • Converting a Ticket into a Case
      • Processing a Case
        • The Case Screen
        • Processing a Case
        • Manually Launching An Action
        • Reworking a Case
        • Sub Cases
      • Processing an Action
        • The Action Screen
        • Processing an Action
        • 'Wait for Sub Cases to Complete' Actions
        • 'ABBYY FlexiCapture' Actions
        • 'Document Extraction' Actions
        • 'Peer Review' Actions
        • 'Send Email' and 'Send Email and Wait' Actions
        • 'Trigger External API' Actions
        • Approval Actions
      • Working with Linked Work Items
        • Linking Existing Work Items
        • Creating New Linked Work Items
        • Viewing Linked Work Items
        • Sharing Emails between Linked Work Items
        • Related Group vs Linked Work Items
      • Working Between Teams
      • Assigning / Reassigning / Unassigning Work
      • Feedback Features
      • Reports
        • Team View Report
        • User's Overview Report
        • Sentiment Analysis Report
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      • User Availability Insights
        • The Insights Popup
        • Main Insights Page
        • Main Insights Page: Team Leader Features
        • The User Insights Report
      • Advanced Search
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        • Email Signature Optimisation
      • Test Mode
      • Multilingual Support
      • Appendix
        • How to enable spell check in Enate
        • Potential Validation Errors for Bulk Creation of Work Items
        • Search terms ignored - further details
        • System behaviour for Determining Assignee, Owner & Queue for Work Items
        • Screen Resolution Support
  • Builder
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      • Navigating Builder
      • Service Lines Screen
        • Creating New Ticket Types in a Service Line
        • Creating New Case Types in a Service Line
        • Creating New Action Types in a Service Line
      • Service Matrix Screen
        • Screen Overview
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        • Creating and Editing Services
        • Adding new Tickets & Cases
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        • Process Grouping Work Items
      • Ticket Configuration
        • Cloning from existing Ticket settings
        • The Ticket Screen
        • Adding a Ticket Category Row & Settings
        • Configuring Ticket Attributes
        • Setting a Ticket Live
      • Case Configuration
        • Creating a New Case Process
        • Case Screen Overview
        • Case-level Settings - Case Info Tab
        • Adding Actions to a Case
          • Manual Actions
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          • Send Email Actions
          • Send Email and Wait Actions
          • Start Case Actions
          • Approval Actions
          • Trigger External API Actions
          • IDP Data Extraction Actions
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          • Wait for Sub-Cases to Complete Actions
          • Adding Ad-hoc Actions
          • Adding Action Checklists
        • Case Conditionality
          • Case Conditionality - Formatting Examples
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          • Conditionality – Advanced Mode C# Tips
        • Merging Branches in a Case
        • Ending a Case Early
        • Setting a Case Live
      • Email Mailbox Configuration
        • Email Connectors
        • Email Routes
        • Microsoft Office 365 Email Integration with Enate via Graph API model
        • Setting up your Email Infrastucture
          • Inbound Email Setup
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        • Incoming Emails - Processing Logic
          • Wildcard Routes for incoming BCC Emails
          • Wildcard Email Routes - Possible Scenarios
          • Subsequent Email Responses - Scenarios
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        • Enate via Graph API model
      • Email Template Configuration
        • Default Email Templates
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        • 'Reply Instructions' Email Template - 'Expression of Intent' Instructions
        • Viewing Where Email Templates Are In Use
        • Comparing & Merging Email Templates
        • Canned Response Configuration
      • Custom Data and Custom Card Configuration
        • Creating Custom Data Fields
        • Creating a Custom Card
        • Importing / Exporting Custom Cards
        • Advanced Custom Cards
        • Linking Custom Cards to Cases / Tickets / Actions
        • Quickfind with Custom Data – Configuration and Rules
        • Extension Properties
      • Schedules and Triggers
        • Schedule Setup
          • Creating a Schedule Structure
          • Creating a Schedule
          • Linking a Schedule to a Case
        • Schedule Behaviour for Auto-Launching Cases
        • Triggers
          • Creating a New Trigger
          • Editing an Existing Trigger
          • Viewing Cases Launched by Triggers in Work Manager
      • Shared, Standardised Settings – ‘Flavours’
        • Due Date Flavours
        • Allocation Flavours
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        • Follow Up Settings
        • Exception Activities – Creating and Cloning New Flavours
      • Case and Ticket Configuration Validation
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      • Integrations - Marketplace
      • User Management
        • Service Agents
        • Robots
        • Self Service Users
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        • Application Credentials
      • Working Calendar Management
      • Adding Localizations
      • Viewing Deleted Items
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        • Enate System Setup Requirements / Whitelisting
        • Binary Data Storage Options - 'Bring Your Own Bucket'
        • Files: Anti-Malware Scanning
        • Activities Audited in Enate
        • 2021.1 Engine Descriptions
        • Open Source Components
        • SSO Configuration
  • EnateAI
    • EnateAI
      • EnateAI for Email
        • Enate AI - Email Classification
        • EnateAI - Email Data Extraction
        • Enate AI Sentiment Analysis
        • EnateAI - 'Thank You' Email Evaluation
        • Email Connector-level control over Email Integrations
      • EnateAI - Document Classification
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      • EnateAI - AI Analyst (Beta)
        • AI Prompts
          • Bank File Reconciliation
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      • Set Confidence Thresholds for your Integrations
  • Enate BI
    • Enate Data Dictionary
  • Integrations
    • Enate Integration Services powered by SnapLogic
      • SnapLogic Overview
        • Using SnapGPT to help you in SnapLogic
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      • Build your Pipeline - Enate Integration Pattern 1
      • Enate Integration Services FAQs
      • Resources and Links
    • Enate Integrations
      • Set Confidence Thresholds for your Integrations
      • Email Connector-level control over Email Integrations
      • Auto-classify emails - Email Classification
      • Auto-populate Custom Cards with Email Info - Email Data Extraction
      • Analyse sentiment in emails - Sentiment Analysis
      • Auto-evaluate 'Thank You' emails -Thank You Email Evaluation
      • Auto-tag email attachments - Document Classification
      • Auto-extract document data - Document Extraction
      • Set up a Bot status monitor in Power Automate
      • Integrate third-party WebApps by Iframe with Enate's Advanced Custom Cards
      • Extract Emails & Attachments to SharePoint with Power Automate
      • Auto-notify other apps of new Cases, Tickets & comms with Enate's Webhooks
      • Auto-populate row data into an Enate Case with UiPath
      • Create a Webform that turns requests into Tickets with Enate's APIs
      • Default Current Date & Time into a Field with Enate's Advanced Custom Cards
      • GPT Providers
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        • API Changes
        • API Enums
      • ABBYY FlexiCapture
        • Setting up Enate & ABBYY Integration
        • How ABBYY FlexiCapture Actions Work At Runtime
      • Webhooks
        • How to work with Enate's Webhooks
        • List of Enate's Webhooks
        • API Webhook Subscription
        • Webhook Troubleshooting
      • UiPath
        • Setting Up Enate & UiPath Integration
        • Enate UiPath Activity Libraries
        • Enate & UiPath Orchestrator Synchronization
          • UiPath Synchronization V4
          • UiPath Cloud Synchronization V3
          • UiPath Cloud Synchronization V2
          • General Questions and Issues, Debugging and Troubleshooting
      • UiPath Communications Mining
      • Blue Prism
        • Setting Up Enate & Blue Prism Integration
        • Enate Blue Prism Connectors
      • Automation Anywhere
        • Getting Started with Automation Anywhere
      • Power Automate
      • Advanced Custom Card Code
        • Custom Card Validation
        • Custom Card HTML
        • Custom Card CSS
  • WHITE PAPERS
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  • Implementation
    • Enate Implementations
    • Enate Academy Training Courses
  • 📙Glossary of Enate Terms
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On this page
  • Overview
  • Creating a Robot
  • General Settings
  • Access Settings
  • Password
  • Adding a New Robot Farm
  • Editing a Robot
  • Deleting a Robot
  • Reactivating a retired Robot
  • Resetting a Robot's password

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  1. Builder
  2. Builder
  3. User Management

Robots

Overview

The Robots page, accessed via the User Management section of Builder, is where you can add, edit and manage your Robots. Robots are the account for RPA bots to let them interact with the system.

You can see a list of your existing Robots, and information such as their name, their farm and whether or not they are externally managed.

You can customise the order in which you want to view your Robots by clicking on each column header.

You can also use the search function at the top of the page.

Please note that if a Robot is Externally Managed (e.g. it is managed via a different robotics platform such as UiPath Orchestrator), you will be able to see the Robot in this list, but you will not be able to modify any of its attributes directly in Enate.

Creating a Robot

To add a new Robot, go to the ‘Robots’ page in Builder’s User Management section and click on the '+' icon at the top of the screen. This will bring up the ‘Add Robot’ pop-up where you can enter the person's details.

General Settings

In the General tab you can add the following details:

Attribute

Description

Notes

Username

Auto-generated username

This cannot be manually set, but is viewable here after robot creation. You can copy the Username by clicking on the copy icon.

First Name

The robot’s name, for use when tracking in Work Manager

Mandatory

Total Capacity

The number of working hours per day that the robot can work for.

Cost per Hour

The cost of the Robot resources

Allowed Work Types

Whether the Robot is set to work on Live work items, Test work items, or both.

Time zone

The user’s local time zone

Mandatory

Calendar

The working calendar for this user

Mandatory

Farms

The farm(s) this robot belongs to

Note that a robot can belong to more than a single farm.

Access Settings

Enate allows for a granular level of granting access to people based on their role and business requirements. These settings are defined in the Access tab. Here you mu choose which Builder role to assign to the robot by selecting from the dropdown menu. This determines which Builder role the user has and therefore which Builder features the user will have access to. User roles are configured in the User Roles section of User Management in Builder. Select either a standard or custom role from the dropdown.

Password

In the Password Tab you must set the Robot's password according to your password policy.

See here for more information about setting your password policy:

Adding a New Robot Farm

When linking a robot to a farm, you may need to create a new Farm. This can be done by clicking the link in the farm dropdown.

You will be presented with a popup where you can define the name of the farm, a description, and choose the technology which it uses (current options: UiPath, BluePrism, Automation Anywhere).

Editing a Robot

You can edit the details of an existing Robot by clicking on the menu link on the right-hand side of the contact. All attributes can be modified with the exception of the Robot's username.

You can also see what edits have been made to a Robot and when, as well as when the Robot was created, by clicking on the Show Activity button.

Deleting a Robot

You can delete a Robot by clicking on the menu link on the right-hand side of the contact.

Reactivating a retired Robot

Resetting a Robot's password

You can reset a Robot's password by clicking on the menu link on the right-hand side of the contact and selecting 'Change password'. You can then give them a password according to your password policy.

See here for more information about setting your password policy:

PreviousService AgentsNextSelf Service Users

Last updated 1 year ago

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Note that when linking a robot to a farm, you may need to create a new farm. See here for .

Note: deleting a Robot is a logical delete only; the user account is effectively retired. The account can be at any point.

You are able to reactivate or "undelete" retired Robots by activating the system-wide ‘’ button. This will show you your retired Robots which will be greyed out in your grid. Clicking on the menu option of a retired user will shows you an option that allows you to reactivate that Robot and set them as active.

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Password Policy
Password Policy
reactivated
more information
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