AD Group Management
Last updated
Last updated
As we analyzed earlier, there are various roles when interacting with RPA Connect, each with specific characteristics and functionalities. From Microsoft Entra ID, it is possible to create new groups with their respective permissions. Let's take a look at them:
Developers: These are the users who have access to the Build application () and are responsible for creating and editing forms. They can design new templates and, depending on their permissions, manage form instances. This role corresponds to the permission _Manage form definitions_.
Administrators: These users have access to the Admin application () and can manage user onboarding and offboarding, group configurations, role and permission assignments, as well as access to forms and workspaces. This role corresponds to the permission _Manage Admin settings_.
Connect Users: These are users who can be assigned forms defined as Connect Only and can access the Portal () to view them. This role corresponds to the permission _Connect user_.
To create a new group from Microsoft Entra ID, navigate to Enterprise applications > RPA Connect > Users and Groups and click Add user/group.
Next, select the user or group and their corresponding permissions. Click OK to confirm the process. Try creating a group for users responsible for generating new forms, which we will call "Developers." Assign the permission Manage form definitions to this group.
When a new group is created, a specific ID will be generated for it, which can be copied and used to manage this group on the RPA Connect platform.
Copy the ID corresponding to the group you created and go to the Admin App. Navigate to Users And Groups > Groups and click on New Group.
Fill in the defined name and role, and toggle the AAD Integration switch. A new field will appear where you can paste the corresponding ID.
This will import the group created in Microsoft Entra ID and activate the connection.
