Support Import

Managing Users Through Custom Authentication

In addition to importing Users from Active Directory, it is also possible to create ProcessRobot Users that do not need to belong to an Active Directory domain, by selecting the relevant option in the Add Users wizard.


Click "Add" to open the 'Select User' window. In this window, click 'Locations...' to choose the domain. Enter a User's name in the text box and click 'Check Names' to search for that User in the specified domain. Specify the Username, Password, and Password Expiration Date for each new User. Bear in mind that the default value in the 'Password Expires' field will be calculated based on the value in Settings > General.


You may add any number of Users you wish by pressing the "Add" button and repeating this process, or remove unwanted Users from the list by selecting them and pressing the "Remove" button.


When done, press "Next" to proceed to the next step.

Finally, select which Roles you wish to assign to the Users that will be added. The available Roles will be those that have been created in the Control Desk Settings > Roles Tab.


Note that all Users imported will be assigned these Roles. In order to customize individual Users' Roles, this will have to be done after the Users have been added; alternatively, they will have to be imported individually.

Check the "Create a new Sidebot for each added user" option in order to automatically create a Sidebot for each of the Users that will be added. These Sidebots may then be further edited in the Robots Tabof the Control Desk Settings.


When done, click "Next" and then "Finish" to complete the process.

The difference between the two User Types affects user authentication when launching a ProcessRobot component. Users added from the Active Directory will be able to choose 'Windows Authentication' and proceed without being required to enter a password, assuming they have the necessary Permissions for the ProcessRobot component they are accessing.


Users that have been added under the ProcessRobot User Type must select 'ProcessRobot Authentication'. These Users will then have to enter their Username and Password to proceed.


Custom Authentication - Reset Password

Custom Authentication Users who are already signed into a Client Tool, may click on their User name in the bottom right corner of the interface, to access the "Reset Password" option.


Click this option to open the "Reset Password" window, where the existing password must be entered before a new password can be specified.