Managing settings

You can manage user, system and security settings from the UI.

The Settings page is your central hub to customize the UI and the system and security settings according to your needs.

To access the Settings page, click the user icon in the top-right corner of the UI, and select Settings. The page is organized by sections, and the number of sections you see depends on your user permissions:

Personal: From the Personal section, you can view account information, customize UI preferences, and manage your own API Keys. For more information, see Personal settings.
System: From the System section, you can manage auditing preferences, customize workload and planning settings, and define GenAI options.; The System section appears only if you have ADMIN permission for the FOLDER item on the root folder.; For more information, see System settings.
Security: From the Security section, you can manage security roles, access control lists and API Keys.; The Security section is available only if you have an access control list (ACL) configured for the FOLDER item on at least one folder.; For more information, see Security settings.

Personal settings

The Personal section helps you manage your user information and is divided into the following subsections:

Account: View your personal information, such as your Name and User ID, and group memberships.
Preferences: Customize UI settings, such as the time zone and its display options, font and row size, and the theme.
API keys: Manage your API keys.

System settings

The System section helps you customize system-wide preferences and contains the following subsections:

Auditing

Configure auditing preferences for your environment. Enable the Justification option to require users to provide a reason when they change items, such as a ticket number, a description, or a justification category. By default, auditing data is stored for 400 days before it is removed, but you can customize the Retention days value.

For more information, see Keeping track of changes in your environment.

Workload orchestration

Manage orchestration preferences. You can set the maximum number of nested workflows, and customize the following human tasks settings:

The undo time limit for an action.
The two email templates that users receive upon task creation or assignment.

Planning

Manage the performance and data lifecycle of your plan. You can configure the active window for the processing of workflow instances, define how far in advance to prepare future workflows, and set the retention policies for completed and failed tasks.

GenAI

Manage the behavior of the UnO AI Pilot. You can set limits on its conversational memory and define the maximum number of actions it can perform, both with and without user intervention.

Tenant

This subsection is available only for multitenant environments. Use the Tenant subsection to manage tenancy preferences, such as the tenant name, display name, and the domain of the allowed users. You can also view and copy the tenant removal token.

Security settings

The Security section helps you manage workload security and is organized into the following subsections:

Roles: Manage security roles. You can filter and sort the table of existing roles using the column headers.; To create a new role, click Add new, then define the role name and the role type, whether Administrator or Standard. For each system item that you select, assign permissions from the available categories.; To manage an existing role, select it from the table and use the action buttons to edit, copy, or delete.; You can also manage security roles from the Orchestration CLI. For more information, see Managing security roles from the Orchestration CLI.
Access control list: Manage Access control lists (ACLs). You can filter and sort the table of existing ACLs using the column headers.; To create an ACL, click Add new and define the required permissions.; To manage an existing ACL, select it from the table and use the action buttons to edit, copy, or delete.; You can also manage ACLs from the Orchestration CLI. For more information, see Managing access control lists from the Orchestration CLI.
API Keys: Add new API keys or manage the existing ones. You can filter and sort the table of existing API Keys using the column headers.; To create an API Key, click Add new and define the API Key type and name.; You can delete an existing API Key by selecting it from the table and using the delete action.; For more information about using API Keys to authenticate the Orchestration CLI, see Managing API Keys from the UI.