Settings Overview
The Settings section lets you view and manage information about your organization, RPA Flow execution history, cloud app connections, and agents and members on Zoho RPA. To access Settings, click the gear icon on the left sidebar.
The Settings section contains the following subsections
Organization Profile Management
The Organization profile section lets you view and edit various details, such as the organization name, time zone, and date format. You can also switch to another organization and manage all your organizations that you own. Learn how to manage your Organization Profile
Zia
Zia allows you to execute advanced, AI-driven tasks in the Zoho RPA platform. By integrating a Large Language Model(LLM), Zia enables a powerful layer of artificial intelligence to be used by supported actions and workflows across your organization.
History
The History page provides a comprehensive record of all flow executions within your organization. It displays detailed information about each execution, including the flow name, executing agent, timestamp, and execution status. Learn more about History
Connections
The Connections section allows you to manage cloud app connections that you create in your Zoho RPA Account. These connections are powered by Zoho Flow and enable your flows to interact with various cloud applications. You can create, test, share, and manage all your organization's connections on this page. For example, you can connect your Trello account or your team's Gmail account to Zoho Flow and utilize these connections within your Zoho RPA flows. Learn more about Connections
Agents
The Agents section provides a centralized page for managing all RPA agents within your organization. Each listed agent displays relevant details, including agent name, host, last updated timestamp, and status (active or inactive). You can perform various actions to effectively manage your agents:
Ping: Verify the connectivity of the agent with the RPA server to ensure uninterrupted communication.
View Details: Access detailed information about the agent, including:
- Agent Name: The name of the agent.
- Created by: The organization member who created the agent.
- Created at: The timestamp indicating when the agent was created.
- Auto-Update: Enable or disable the auto-update feature. When enabled, the agent will automatically update to the latest version whenever a new agent release becomes available.
- Installation key: The unique key used to identify the agent for your organization. This key is required for installing or reinstalling the agent on client (desktop) machines. Learn more about Agents
Members
Members are the users of your organization in your Zoho RPA account. This section allows you to manage the users within your Zoho RPA organization. You can create new members, assign different roles and permissions, and manage their access to your RPA flows. Additionally, you can be a member of multiple organizations, expanding your collaborative capabilities. Learn more about Members
Notifications
Notifications are alerts that keep you informed about important events related to your RPA account. These notifications can help you stay up to date and address any issues promptly. Here, you can configure to receive alerts when new versions of your agents are available. This is particularly useful if you've chosen manual updates, or if there are issues with automatic updates for your RPA agents. Learn more about Notifications
Audit Trail
The audit trail acts as a centralized log, recording all activities within your Zoho RPA organization. This comprehensive log records all user actions and system events, enabling you to track changes, identify potential issues, and maintain comprehensive oversight of your RPA activities. Filter activities by date for focused monitoring and analysis. Learn more about Audit Trail
Support Access
Enabling support access allows the Zoho RPA team to use your connections to edit and debug your flows.
Click the checkbox next to Allow support access to grant the Zoho RPA team access to your organization's connections so we can work to resolve your issue faster.
Support access will expire automatically after 15 days from the date you enabled it. You can also uncheck the box to disable support access manually.Support access can only be enabled by the owner or admins of an organization.
Custom Functions
You can write your own custom functions to extend the functionality of Zoho RPA. You can write them in Deluge to perform complex operations that cannot be done with the built-in logic elements or actions and triggers in Zoho RPA. You'll find the list of all the custom functions created in your organization in this page. Learn more about custom functions
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