The administrator can manage the RPA solution on the Admin Portal (Admin Portal site) or on the Tenant Portal (Tenant Portal site). 
By learning about the main features of the Admin Portal and the Tenant portal, you can understand what sort of tasks an administrator can carry out on the RPA Solution, and what permissions are granted to each administrator type.

This chapter "Overview" explains the following topics:

Introduction to RPA Solution
Components of RPA Solution
Introduction to the Admin Portal
Main Features of the Admin Portal
Introduction to the Tenant Portal
Main Features of the Tenant Portal
Administrator Types and Permissions
Terminology

Introduction to RPA Solution

RPA Solution automates standardized and repetitive tasks that used to be carried out manually, by converting them into automatic tasks carried out by bots. Bots learn the actions input by the user and mimic the actions they learned to perform the same. While the bots automatically process the simple and repetitive jobs, the solution user can focus on the works that require more creativity—and thus achieve higher work productivity, accuracy, and efficiency while reducing costs. 

The RPA Solution supports environments including the Windows app, Internet Explorer, Excel, and SAP. You can utilize the solution for a wide range of works including: handling simple and repetitive tasks that are based on rules, inputting/outputting standardized data between systems, comparing certain source data to the processed data, and so on.

Components of RPA Solution

RPA Solution consists of four components: RPA Designer for designing the automated processes, RPA Bot for carrying out the designed processes, the Admin Portal for managing the overall RPA Solution, and the Tenant Portal for managing tenants.

Figure 1

Introduction to the Admin Portal

Admin Portal is a program that allows administrators to operate and manage the RPA Solution. The administrator can manage users, processes, and licenses on the Admin Portal. The administrator can also effectively carry out the jobs necessary for achieving smoother operation of the RPA solution, such as monitoring the solution and creating reports.

Main Features of the Admin Portal

The task manager can activate processes that have been distributed to the server. The administrator can register users and licenses, and manage them. The administrator can also monitor the execution status of processes/bots, and extract any information you want to create reports.

The main features of the Admin Portal are as follows:

Figure 3

No.	Description
1	You can activate projects and process flows, and manage them. • Project Management: You can activate or delete the projects that have been distributed to the server via RPA Designer. • Process flow Management: You can manage process flows, which define process schedules and events.
2	You can check the status of processes and bots. • Bot status: You can monitor the status of bots carrying out processes and control the bots. • Job execution history: You can check the history of processes carried out. • Process flow history: You can check the history of process flows carried out.
3	You can schedule process executions. • Scheduled job: You can schedule certain projects to be executed at set times. • Bot scheduling: You can schedule certain processes to be executed at set times by certain bots. • Anniversary mgmt.: You can manage anniversaries that are used in job scheduling.
4	You can create reports you need and share them.
5	You can manage the cluster of the data that can be shared between multiple processes via the queue.
6	You can define images as OCR templates and use the templates. • Template mgmt.: You can register images as templates, add fields to the registered templates, edit the fields, and delete the fields. • OCR Report: You can check the results of template executions on RPA Designer in a report. • Category mgmt.: You can manage categories that were defined during template creation.
7	You can manage notices. • Add : You can register notices to the logged-in tenant. For notice management menu, you need to add permission in group screen management.
8	You can manage user accounts and resources, and view certificates. • User: You can register new users and licenses, edit user information, and set permissions for registered users. • Group mgmt.: You can manage groups and set permissions for each group. • Settings: You can manage shared data used in the RPA Solution, such as licenses, messages, shared resources, and anniversaries. • History: You can view certificates and tokens, and their issuance history.

Introduction to the Tenant Portal

Tenant Portal is a program in which administrators can manage the users and tenants of the RPA Solution. The administrator can manage users, tenants, data sources, and licenses on the Tenant Portal. The administrator can also effectively carry out the jobs necessary for achieving smoother operation of the RPA solution, such as checking reports and entering notices.

Main Features of the Tenant Portal

The administrator can register and manage users, tenants, data sources, reports, and notices on the Tenant Portal. The administrator can also check the job execution/bot operation status in detail.

The main features of the Tenant Portal are as follows:

Figure 5

No.	Description
1	You can register new users, edit registered user information, and set permissions for tenant administrators.
2	You can register new tenants, edit registered tenant information, and manage users in each tenant.
3	You can register new data sources and check registered data source information.
4	You can check job execution status in detail by tenant or bot. • Job Status By Tenant: You can check the current job performance status of each tenant in detail(operating time, number of jobs completed, average number of jobs per day, number of job successes and failures, success rate). • Job Status By Bot: You can check the current job performance status of each bot in detail(operating time, number of jobs completed, average number of jobs per day, number of job successes and failures, success rate).
5	You can register notices that are displayed when users log in to RPA Designer, and edit the registered notices.
6	You can manage licenses for RPA Designer clients, Bot clients, and Attended Bot clients. • Tenant License Setting: You can assign remaining licenses to each tenant, or initialize licenses within each tenant. • License List: You can check the overall status of all licenses registered on the server along with details (applied tenant, applied target, period, activation state, applied client).
7	You can check and edit configurations for server operation. You can also check mail transfer service settings, remote monitoring settings, messaging service settings, and process timeouts.
8	You can manage API keys for each user-tenant so that you can use Brity RPA's OpenAPI. • API Key Management : You can check the API Key issuance information for each user-tenant and manage the status. • API Request History : You can search the history of making API requests by using the API Key to the Brity RPA server.

Administrator Types and Permissions

'Administrator' refers to all users who can access the Admin Portal and Tenant Portal. Administrators are classified into four types depending on their role: task manager, operator, system administrator, and tenant administrator.

Task Manager: Being in charge of work automation, a Task Manager approves and activates the processes that were designed via RPA Designer.
Operator: Being in charge of operating RPA Solution, an Operator manages the overall operation of the RPA Solution, monitors the performance of the bots and processes, and checks errors.
System Administrator: Granted with the highest-level permission, a System Administrator performs all the tasks that require the Operator permission, and, additionally, manages licenses and edits metadata information.
Tenant Administrator: Being in charge of managing tenants, a Tenant Administrator manages tenants on the RPA solution; the permission for this administrator type is set via the DB. A Tenant Administrator can log into all tenants, manage tenants and data sources, and edit tenant user settings.

Terminology

The following explains the terms used in Brity RPA Administrator Manual.

Term	Description
RPA	Robotic Process Automation. An automation software, combined with AI, that automates and performs simple, repetitive tasks.
IPA	Intelligent Process Automation. The RPA technology combined with AI technology. The abbreviation "IPA" is also used as a filename extension.
Bot	Replacing human, a bot performs repetitive actions that are set in processes. The repetitive actions a bot can perform include searching, saving, managing, and so on.
Orchestrator	Enables operation tasks to be carried out on the server: bot monitoring, job execution management, job schedule management, and so on.
Activity Card	Task features provided in each library category.
Headless	Tasks that are performed without requiring UI.
Process Flow	A processing order and flow made by combining existing processes. Allows you to search and reuse processes that have been distributed to the server.
.PROJ	Filename extension of a Brity RPA project.
Library	A set collection of activity cards that perform tasks.
Process	A unit of processing that performs a certain set of task units at once.
Task	A unit of processing that performs a certain set of module units at once.
Shared Task	Allows RPA solution users to import and perform tasks that are registered on the portal.
Custom Library	A feature to allow users to refer to and utilize external libraries, including JavaScript, MS Workflow Activity, and MS .NET Library.
Resource	Allows RPA solution users to save files, such as documents and images, and use them when working on projects.
OCR	Optical Character Reader. A technology that reads images from a document and converts them into text strings.
FlowControl	A library of the activity cards that control the data flow and allow tasks that match set conditions to be performed.
ImageRecognition	A library of the activity cards that recognize the target objects as image and allow RPA solution users to use them.
Target	Selectable target objects on screen.
WebDriver	An open source tool for testing web apps automatically via ChromeDriver. Only available in Chrome at the moment.
Remote process	Allows RPA solution users to import processes that have been distributed to the server, thus enabling solution users to perform the same tasks without manually calling the target processes via CallProcess activity card.
Event	Allows RPA solution users to create and use common events, which handle errors that occur during process executions.
XPath	XML Path Language. XPath uses path expressions to specify the nodes in an XML document.
CSS Selector	An indicator to apply the CSS styles to HTML tags. Singular or multiple tags can be defined.
Hierarchy	The hierarchy structure of an application written in XML.
Selenium	A web driver that enables web scraping and web crawling, the features that automatically browse the web and collect the necessary information.