Managing teams

Teams are the main way to organize users and assign them roles. This is the best way to define and revoke permissions to a group of users that need to have the same privileges. Learn more about how to create, view, edit, and delete teams in IBM RPA.

About this task

This procedure shows how to create, view, edit, and remove a team. Move forward direct to the specific procedure:

Before you begin

The user must have Tenant Adminstrator role permissions. For more information about roles and permissions, see Planning your environment to manage users.

Procedure for creating teams

  1. From the Access menu, click the Teams tab.
  2. Click the Create team button.
  3. On the Name field, enter the team's name.
  4. Optional: In the Description, enter the team's description.
  5. Click Next.
  6. Select the roles you want to assign to the team from the checkbox.
  7. Click Next.
  8. Review the summary from the team details and roles.
  9. Click Create.

Procedure for managing team's users

Viewing teams

From the Access menu, click the Teams tab to view the team you want to edit or view the data.

Assigning a new user

  1. From the Access menu, click the Teams tab to view the team you want to edit or view the data.
  2. On the Users tab, click Manage users.
  3. Select the users you want to assign to the team from the checkbox.
  4. Click Save.

Removing a user

  1. From the Access menu, click the Teams tab to view the team you want to edit or view the data.
  2. On the Users tab, click Manage users.
  3. Clear the teams you want to remove from the checkbox.
  4. Click Save.

Procedure for managing team's roles

Assigning a new role

  1. From the Access menu, click the Teams tab to view the team you want to edit or view the data.
  2. On the Roles tab, click Assign roles.
  3. Select the roles you want to assign to the user from the checkbox.
  4. Select the warning checkbox.
  5. Click Save.

Removing team's roles

  1. From the Access menu, click the Teams tab to view the team you want to edit or view the data.
  2. On the Roles tab, click Assign roles.
  3. Clear the teams you want to remove from the checkbox.
  4. Select the warning checkbox.
  5. Click Save.

Important: If you remove roles from a team they might not have the same access permissions. This action might impact their ability to work.

Procedure for editing team's details

Editing team details

  1. From the Access menu, click the Teams tab to view the team you want to edit or view the data.
  2. On the Details tab, click the pencil pencil to edit user's details icon.
  3. Optional: Enter the team name.
  4. Optional: Enter the team description.
  5. Click Save.

Procedure for deleting an existing team

  1. From the Access menu, click the Teams tab to view the team you want to edit or view the data.
  2. On the Details tab from the Danger zone section, click Delete.
  3. Click Delete.

Important: Deleting a team permenantly delete the team. This action cannot be undone.

Migration from computer groups to teams

Starting from version 21.0.3, you can no longer create computer groups to group users. You group users by creating teams. With this change, IBM Robotic Process Automation migrated all existing group of users inside computer groups to teams, creating these teams automatically. These teams have the following name pattern: <original_group_name>_<id>_group.

The migration did not assign roles to these migrated teams to avoid applying incorrect roles to users. With this in mind, it is possible that some of your launchers are now associated with teams that does not have the proper right to use the launcher. You can verify this condition by going to the Launchers page on the IBM RPA Control Center and checking the status of the Is Functional column. If launcher has a red marker, it means the team assigned to the launcher does not have the proper roles. See The Is Functional column has a red marker to resolve the problem.