Introduction
Working with Orchestrator SaaS involves creating and managing a team of users. For this reason, Orchestrator SaaS currently has two roles:
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Admin— all Orchestrator SaaS functionality is available. Admins can publish and schedule bots, use API and webhooks, and use integrations and the multitenancy feature. -
Analyst— not all Orchestrator SaaS functionality is available. Analysts can monitor bot performance, view dashboards, and logs. However, they cannot modify settings and manage bots.
At the moment, when working in the "Teams" section, you can see two columns where the roles are displayed: Role and Job title.
Role — is the user's permission to work with the entire product.
Job title — specific roles in the product.
Note that to change the role of a user in Orchestrator, you must change the role in the Job title.
Adding a new user to Orchestrator SaaS
This functionality is available if you have the Admin role.
Firstly, you need to add a new user to a team first. You can learn more about how to add new team members in this article. After that, you can give roles in Orchestrator SaaS as well. When the user is already on the team, go to the Orchestrator SaaS tab and click the "Add users from team" button as shown below:
Clicking on "Add users from the team" will open a window with a list of users that you can add to Orchestrator SaaS. Select the checkbox to the left of the name of one or more users you want to add. In the same menu, you can also select roles for users. When you are ready, click the "Add" button.
Changing a user's role in Orchestrator SaaS
This functionality is available if you have the Admin role.
If you want to change the user's role, click the appropriate icon next to the user's name as follows:
Deleting a user from Orchestrator SaaS
This functionality is available if you have the Admin role.
To remove a user, click the appropriate icon next to the user's name. Then in the appeared window, select the "Yes" button to confirm the removal.