Documentation

Platform overview, key features, and supported RPA tools

Register, create your first account, connect an RPA tool, and view your first dashboard

Tenants, accounts, processes, runs, robots, and how they relate to each other

Reading the dashboard: summary cards, job statistics, and robot usage charts

Process list, metadata (criticality, category, owner), process members, and job history

Job statuses, filtering, detail view, record-level details, and file downloads

Robot list, monitoring, connectivity status, and usage metrics from synced RPA providers

Viewing synced schedules, cron expressions, timezone handling, and active/inactive states

Missed schedule alerts, robot offline alerts, severity levels, and alert management

How multi-tenant isolation works: tenants, accounts, and data boundaries

Role hierarchy (tenant_admin to account_user), what each role can do, and scope-based access

Send invitations by email or shareable link, role assignment, and acceptance flow

Configure Azure AD single sign-on: app registration, tenant config, and Entra user sync

How context switching works for users with multiple memberships

Connect your Robomotion workspace: API URL, token setup, and what gets synced (processes, robots, jobs, schedules)

Connect UiPath Automation Cloud: External Application or User Key setup, folder selection, and data sync

Connect a self-hosted UiPath Orchestrator: client credentials, TLS configuration, and folder scoping

Background sync every 15 minutes, what gets synced, orphan detection, and manual sync trigger

Creating, managing, and revoking API keys for programmatic data ingestion

Choosing consulting_basic or consulting_pro, creating your first client accounts

Creating accounts per client, configuring RPA tools per account, and user isolation

How the consultant role works: cross-account access, process assignment, and visibility rules

Authentication methods, email provider configuration, and CAPTCHA setup

Per-account RPA credentials, tool selection, and connection testing

Trial period, license activation, renewal, and usage limits

Tracking user actions, filtering by resource and action type, and compliance