By going through this chapter, you will understand the Tenant Portal’s features for each menu category, the tasks that an administrator can perform on the Tenant Portal, and how to perform such tasks.

“Using the Tenant Portal” explains the following topics:

• Starting the Tenant portal

• Monitoring

• Managing Users

• Managing Tenants

• Managing Tenant Users

• Managing Data Sources

• Viewing Reports

• Managing Notices

• Managing Licenses

• Managing Configurations

• Managing API Keys

Starting the Tenant Portal

This part explains the basic procedures you must take before using the Tenant Portal.

“Starting the Tenant Portal Server” explains the following topics:

• Browser Requirements

• Logging In

• Editing Personal Information

• Logging Out

• Checking Server Status

Browser Requirements

The Tenant Portal is optimized to Chrome browser.

Logging In

You can log into the Tenant Portal by entering the account ID and password on the login page. For your first login, contact the system administrator in advance to issue your account ID and password.

To log into the Tenant Portal, complete the following steps:

1. Go to the login page of Tenant Portal on your web browser. For the exact address of the login page, contact your system administrator.

2. Enter your account ID and password.

   To have your browser remember your account ID for the next login, select the Save ID checkbox.

3. Click Login.

   If you have forgotten your account ID or password, click Find ID/Password.

Find ID

Enter your name and email address to find the account ID you have forgotten.

Find Password

Enter your account ID and email address to find your forgotten password.

When you log in successfully, the main page will be displayed.

2-Factor Authentication

Two-factor authentication is possible according to the server settings (Using Tenant Portal - 10. Manage Settings) option (Administration Policy - 2-Factor Authentication).

Email is provided as the primary authentication method. SMS and KakaoTalk are displayed depending on the settings and whether the mobile phone is authenticated.

Editing Personal Information

You can change your personal information, such as name, position, phone number, and password.

To change your personal information, complete the following steps:

1. Click in the bottom-left corner of the Tenant Portal main page.

2. Click Personal Info. The “Personal Info” pop-up window will be displayed.

3. Edit information you want to change.

   To change photo click, Change photo, Change Password respectively.

4. Click Save.

5. Click OK on the save confirmation pop-up window.

6. Click OK on the save complete pop-up window.

Your personal information has been updated.

Change phone

Depending on the server settings, authentication may be required when entering a mobile phone. (For the setting method, refer to the setting management of the tenant portal)

The input part is deactivated with text showing whether the mobile phone is verified or not.

Mobile phone authentication via SMS is possible.

Messaging Service

To change and manage the Brity RPA messaging service, follow these steps:

1. Click on the Tenant Portal main page at the bottom left.

2. Click on Personal Info. The "Personal Info" pop-up window will be displayed.

3. Click the Update button at the bottom of the details area to display the Edit Personal Info pop-up window.

4. Click the Change (Messaging Service) button. The Change Messaging Service pop-up window is displayed.

API Key Management

Follow the below steps to manage the API Key for authentication when calling Brity RPA OpenAPI.

1. Click in the bottom-left corner of the Tenant Portal main page

2. Click Personal Info. The "Personal Info." pop-up window is displayed.

3. Click on the API Key tab, the API Key of the currently connected user is displayed in the form of a card list.

4. You can edit API Key information by clicking the edit button at the bottom of the details area . For more information on how to configure and use the API Key edit pop-up , refer to Managing API Keys

5. You can add API Key information by clicking the '+ Add API Key' card at the bottom of the card list. For configuration and usage of the Add API Key pop-up , refer to Adding API Key.

Logging Out

Click > Logout in the bottom-left corner of the Tenant Portal main page.

Checking Server Status

You can have an overview of memory and CPU status of all currently running servers.

These status are classified and expressed by each certificate name for service modules. Dashboard cards included in each classification indicate individual server nodes; the time the service module was uploaded on the node and the service access address (IP and Port) are displayed along with the nodes.

Click > About in the bottom-left corner of the Tenant Portal main page.

Monitoring

You can monitor the operating status of the RPA solution by tenant on the Tenant Portal main page. Through monitoring, you can check the execution status of jobs and bots by tenant, check bot operation rate, and find errors. By performing such tasks, you can increase the efficiency of work automation.
Click  in the top-left corner of the screen to enter the Tenant Portal main page.

Moving to Admin Portal Tenant

The Tenant Portal main page displays tenant-specific statistics.

Clicking on the name of the target tenant shows statistical information that may represent administrators, users of the tenant and displays the license information of the currently connected users of the tenant.

If you click the Move Tenant button, you can access and use the tenant in the Admin Portal based on the currently accessed user in a new browser tab.

Managing Users

You can manage RPA Solution users by registering users, searching users, editing user information, and deleting user information.

"Managing Users” explains the following topics:

• Registering Users

• Searching Users

• Editing User Information

• Deleting Users

• Mapping User Tenants

Click Tenant User on the Tenant Portal main page.

Tenant User management screen

You can check the list of the RPA solution users, and click a user to edit the user information. You can also assign a registered user as a tenant administrator, or remove from assigned administrators.

Registering Users

Users must first be registered to use RPA Solution.

To register a user, complete the following steps:

1. Click Tenant User > Add. The “Add User” pop-up window will be displayed.

2. Enter the user information.

3. Click Save.

4. Click OK on the save confirmation pop-up window.

5. Click OK on the save complete pop-up window.

The new user has been added.

Searching Users

You can enter conditions and search users.

To search a user, complete the following steps:

1. Click Tenant User

2. Enter search conditions.

3. Click Search.

Users that match the set conditions are displayed. To reset the search conditions, click Reset.
To check details about each user, click the ID of a user in the list.

Editing User Information

You can edit each user’s information and set permissions.

To edit a user’s information or set permissions, complete the following steps:

1. Click Tenant User.

2. Click the ID of the user you want to edit.

3. Edit the user’s information and set permissions on the pop-up window, and then click Save.

   If you want to assign the user to a tenant administrator, select the Tenant Admin checkbox.

4. Click OK on the save confirmation pop-up window.

5. Click OK on the save complete pop-up window.

The user information has been edited.

Deleting Users

You can delete users from the Tenant Portal.

To delete a user, complete the following steps:

1. Click Tenant User

2. Find the user you want to delete, and then select the checkbox next to the user’s name.

3. Click Delete.

4. Click OK on the delete confirmation pop-up window.

5. Click OK on the delete complete pop-up window.

The user has been deleted from the Tenant Portal.

Mapping User Tenants

You can map a tenant with a user, and manage the mapping by user.

To map a tenant, complete the following steps:

1. Click Tenant User.

2. Select the checkbox for the user you want to map, and then click Map Tenant. The “Map Tenant” pop-up window will be displayed.

3. Select the checkbox for the tenant you want to map in the Unmapped Tenants list, and then click ↑ Add.

4. Check if the tenant was added to the Mapped Tenants list.

5. Click Save.

6. Click OK on the save confirmation pop-up window.

7. Click OK on the save confirmation pop-up window.

The tenant has been mapped with the user.

Managing Tenants

You can manage RPA Solution users by registering tenants, searching tenants, and editing tenant information.

“Managing Tenants” explains the following topics:

• Registering Tenants

• Searching Tenants

• Editing Tenant Information

Click Tenant on the Tenant Portal main page.

Tenant management screen

You can check the list of the RPA solution tenants, and edit their information by clicking on their name. You can also manage users by tenant.

Registering Tenants

You can add new tenants.

To add a tenant, complete the following steps:

1. Click Tenant > Add. The “Add Tenant” pop-up window will be displayed.

2. Enter the tenant information.

3. Click Save.

4. Click OK on the save complete pop-up window.

5. Click OK on the save complete pop-up window .

The new tenant has been added.

Searching Tenants

You can enter conditions and search tenants.

To search a tenant, complete the following steps:

1. Click Tenant

2. Enter search conditions.

3. Click Search.

Tenants that match the set conditions are displayed. To reset the search conditions, click Reset.
For details about each tenant, click the name of a tenant in the list.

Editing Tenant Information

You can edit each tenant’s information.

To edit tenant information, complete the following steps:

1. Click Tenant

2. Click the name of the tenant to edit in the list. The “Edit Tenant” pop-up window will be displayed.

3. Edit the tenant information.

4. Click Save.

5. Click OK on the save Confirmation pop-up window.
6. Click OK on the save Complete pop-up window.

The tenant information has been edited.

Managing Tenant Users

You can manage users included in each tenant by adding, searching, and deleting them within each tenant.

"Managing Tenant Users” explains the following topics:

• Adding Tenant Users

• Searching Tenant Users

• Deleting Tenant Users

Tenant management screen(“Map User” screen)

You can search and manage users by tenant.

1. Click Tenant on the Tenant Portal main page.

2. Select the tenant of the users you want to change, and then click Map User.

3. Add, search, or delete tenant users on the “Map User” pop-up window.

Adding Tenant Users

You can add users to tenants.

To add a user to a tenant, complete the following steps:

1. Click Tenant.

2. Select the tenant to which you want to add the user, and then click Map User.

3. Select the checkbox for the user you want to add in the Addable Users list.

4. Click < Add.

5. Click OK on the add confirmation pop-up window.

6. Click OK on the addition complete pop-up window.

The selected user has been added to the tenant.

Searching Tenant Users

You can enter conditions and search users within the selected tenant.

To search a user within the selected tenant, complete the following steps:

1. Click Tenant.

2. Select the tenant you want to search users within, and then click Map User.

3. Enter search conditions in the search bar above the Addable Users list or the Tenant Users list. You can search by ID, name, and department.

4. Press Enter, or click in the search bar.

Tenant users that match the condition you have entered will be displayed.

Deleting Tenant Users

You can delete users from tenants.

To delete a user from a tenant, complete the following steps:

1. Click Tenant.

2. Select the tenant you want to delete the user from, and then click Map User.

3. Select the checkbox for the user you want to delete from the Tenant Users list.

4. Click Delete >.

5. Click OK on the delete confirmation pop-up window.

6. Click OK in the delete complete pop-up window.

The selected user has been deleted from the tenant.

Managing Data Sources

You can manage the data sources to use for tenants.

“Managing Data Sources” explains the following topics:

• Adding Data Sources

• Searching Data Sources

Click Data Source on the Tenant Portal main page.

Data Source management screen

You can check the details of each data source by clicking one on the list, and add new data sources.

Adding Data Sources

You can add new data sources.

To add a new data source, complete the following steps:

1. Click Data Source > Add. The “Add Data Source” pop-up window will be displayed.

2. Enter the data source information.

   If you want to test the data source, click Connect.

3. Click Save.

4. Click OK on the save confirmation pop-up window.

5. Click OK on the save complete pop-up window.

The new data source has been added.

Searching Data Sources

You can search data sources by name.

To search a data source, complete the following steps:

1. Click Data Source.

2. Enter the name of the data source to search.

3. Click Search.

Data sources that match the name are displayed. To reset the search conditions, click Reset.
For details about each data source. click the name of a data source in the list.

Viewing Reports

You can check the job execution and bot operation status in reports, and download them as Excel files.

Click Report on the Tenant Portal main page.

Checking job status by tenant

You can check the job execution status by tenant.

Click Report > Job Status By Tenant.

Checking job status by bot

You can check the job execution status by bot.

Click Report > Job Status By Bot.

Managing Notices

You can manage notices. Registered notices will be displayed in pop-up windows when users log in to RPA Designer.

“Managing Notices” explains the following topics:

• Registering Notices

• Searching Notices

• Deleting Notices

Click Notice on the Tenant Portal main page.

Notice management screen

You can add new notices, and check the details of each notice by clicking one on the list.

Registering Notices

You can register new notices.

To register a new notice, complete the following steps:

1. Click Notice > Add. The “Add Notice” pop-up window will be displayed.

2. Select the type of content to be entered (plain/HTML).

3. For Normal type, enter the content as text.

4. For HTML type, use the function at the top of the editor to enter the content in HTML

5. Click Save.

6. Click OK on the save confirmation pop-up window.

7. Click OK on the save complete pop-up window.

The new notice has been registered.

Searching Notices

You can enter conditions and search notices.

To search a notice, complete the following steps:

1. Click Notice.

2. Enter search conditions.

3. Click Search.

Notices that match the set conditions are displayed. To reset the search conditions, click Reset.
For details about each notice, click the name of a notice in the list.

Deleting Notices

You can delete notices.

To delete a notice, complete the following steps:

1. Click Notice.

2. Select the checkbox for the notice you want to delete.

3. Click Delete.

4. Click OK on the delete confirmation pop-up window.

5. Click OK in the delete complete pop-up window.

The selected notice has been deleted.

Managing Licenses

Administrators can manage licenses for RPA Designer (including Stand-alone Designer), RPA Bot (including Attended Bot) that are applied throughout the system. The license is granted one for each RPA Designer and RPA Bot, and the license is entered and activated by the client.

“Managing Licenses” explains the following topics:

• Applying Licenses

• Using Licenses

License List screen

You can check the list of licenses, view the license information, and initialize licenses. Click License > License List.

The activation date and time is the last time the activation was performed, and in the case of the end use date and time of token issuance, it is displayed only for clients that are activated online and can communicate with the server.

Information is not displayed if it is operated in an environment where communication with the Attended Bot/Stand-alone Designer and server is not enabled in an offline environment.

Applying Licenses

You can upload and apply the license files you have received upon Brity RPA license purchase.
The identifier of the license to be applied must include identifiers for all operating Brity RPA servers.
If you are running RPA Solution under a multi-server environment, make sure the license contains all identifiers for currently operating RPA servers when you receive it.

Upon applying the license, the number of client licenses displayed on the portal will be updated accordingly.

To register a license, complete the following steps:

1. Click License > License List or License > Tenant License Setting.

2. Click Apply license. The “Apply license” pop-up window will be displayed.

3. Click Select File and select the license file you have received.

4. Click Upload.

5. Click OK on the upload confirmation pop-up window. Once upload is complete, the license will be added to the list below, and the uploaded license will display UNAPPLIED under the Applied result column.

6. Click UNAPPLIED under the Applied result.

7. Click OK on the apply confirmation pop-up window.

The license has been applied.

Using Licenses

You can manage the licenses for all clients that are registered on the system.
License keys that have not been assigned to tenants cannot be activated.
Click License > Tenant License Settings.

Assigning Tenant Licenses

Client license keys must be assigned to the tenants in order to be used.

To assign a license key to a tenant, complete the following steps:

1. Click License > Tenant License Setting.

2. Find the card of the tenant to which you want to assign the license, and then click . The “Tenant license settings” pop-up window will be displayed.

3. Select the checkbox for the license you want to assign in the Unmapped licenses list, and then click < Add. The license will be added to the remaining license list on the left.

   If you want to remove the license from the tenant, select the checkbox for the license you want to remove in the remaining license list, and then click Release >.

4. Click OK on the add confirmation pop-up window.

5. Click OKon the addition complete pop-up window.

The license has been assigned to the tenant.

Activating or Initializing Licenses

Activating Client Licenses

When the client enters the license key, the server performs activation processing, at which time the client checks the license type and then performs subsequent actions (requesting issuance of certificates and authentication tokens as a result of activation).

However, in the case of the Attended Bot/Stand-alone Designer, it does not import the resource by requesting the API to the server when the actual automation process is executed after issuing the certificate through activation.

After the authentication token is issued, the client can update the PC environment information according to its own policy and check the license activation status and validity.

Initializing Client Licenses

To change the PC you want to use or initialize client information, you must initialize an enabled RPA Bot/Designer or Attended Bot/Stand-alone Designer license.

You can perform license initialization through Tenant Portal and direct deactivation requests from clients.
If the tenant is deleted while the client is active after the tenant has been assigned a license, the assigned license is initialized on the server.

However, for Attended Bot/Stand-alone Designer that supports offline mode, the server does not support the initialization function and a deactivation request must be made directly through the client. Since the Attended Bot/Stand-alone Designer is not managed by privilege, it is handled without special verification when requesting deactivation from the client.

License Expiry Information

Check the information about the expiration date of the applicable license

Based on the license applied to the current server, if there is a license that expires within 30 days based on the license period of the Orchestrator solution or individual Bot / Designer, the red color at the top of the menu title reads, "You have a license that expires in n days." A message is displayed.
Click on the text, and you will see a popup with license expiration information, as shown below.

The following information is provided for each Orchestrator solution license period and Bot / Designer (including Lite) so that you can respond before the license expires by providing the information about the expire license. For example, "M cases out of n cases (within seven days: o cases, within 30 days: p cases) will expire."

Managing Configurations

You can check and manage the configurations needed for RPA Solution operation.

Click Configuration mgmt. on the Tenant Portal main page.

Settings management items

Through setting management, it is possible to set up processes, bot monitoring, and linkages.

Managing API Keys

To call OpenAPI provided by Brity RPA, an authentication token is required, and when called, it operates with the privileges of the user-tenant specified in the authentication token.
These authentication tokens are managed in units of API Key, and the tenant administrator can manage the API Key status and status and check the API request history.

"Managing API Keys" explains the following topic:

• Managing API Keys

• Checking API request history

API Key Management page

You can check the list of API keys, add an API key, check details, or disable status. Click API Key > API Key Mgmt.

Adding API Key

Add an API Key that will be used to make OpenAPI requests to the Brity RPA server.

To add an API Key, follow the below steps.

1. Click API Key > API Key Mgmt. .
2. Click Add . The "Add API Key" pop-up window will appear.

3. Enter the user, tenant, token expiration date, and description to issue the API key.
4. Click Save .

Managing API Key Information

View the information of the API Key that will be used to make OpenAPI requests to the Brity RPA server, and change the description or status.

To view and manage API Key information, follow the below steps.

1. Click API Key > API Key Mgmt. .

2. Clickthe API Key ID data of the API Key found in the list . The "Edit API Key" pop-up window will appear.

3. Enter information to view API Key information and edit the description, or to disable status.
4. Click Save .

API Key information is modified.

Checking API request history

You can use the API Key to check the history of making API requests to the Brity RPA server.

API request history page

Click API Key > API Request History .

Monitoring Server

You can view the list of currently operating servers and the resource status of each server and download it in Excel through the server monitoring screen.

1. Click on the Server Monitoring menu through the menu on the left.

2. The list on the left shows the list of servers that are currently in operation.

3. Click the server you want to view in detail.

4. The calendar at the top of each chart displays data for the selected time period.

   You can download the data to Excel by clicking the Download button.