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 when linking a robot to a farm, you may need to create a new farm. See here for more information. Note that a robot can belong to more than a single farm.

Access Settings

You then need to set the levels of access for the new Robot in the 'Access' tab:

Attribute	Description	Notes
Can Access Builder	Whether the Robot has access Builder in addition to Work Manager
Can Edit Shared Configuration	Whether the Robot can change data which is shared between business areas.	When shared data such as Due Date rules, Tags etc. are changed, they affect multiple areas - as such a specific permissions exists to say whether an Admin can make such changes.
Can Access User Management	Whether the Robot can access the User Management screen in Builder
Can Set Live	Determines whether the Robot can set Case, Ticket processes to live.

Password

In the Password Tab you must set the Robot's password.

As per password policy, the password:

• Should not contain username, first name and surname.

• Should contain at least contain 8 characters.

• Should not exceed 16 characters.

Adding a New 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.

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

Reactivating a retired Robot

You are able to reactivate or "undelete" retired Robots by activating the system-wide ‘Show deleted items’ 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.

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 as per password policy.