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About Blueprint Settings

The Administration Portal allows Blueprint Administrators to manage users, groups, projects, workflows, and also edit instance email settings. To access the Administration Portal, click the Admin icon in the upper-right corner of any Blueprint page.

Stefenie Stockbridge
Updated by Stefenie Stockbridge

Blueprint Settings centralizes system administration: define global preferences, assign and manage user- and project-level roles, access real-time audit and activity reporting, configure RPA integrations (including Microsoft 365 authentication and federated sign-on). Instance Administrators can also enable bulk activation controls, customizable Export Wizard defaults, and review enhanced security logging.

To access Settings, click the hamburger menu in the top left corner and select Settings.

  1. System Reports
  2. User Management
    1. Creating and Managing Users
    2. Creating and Managing Groups
    3. Creating and Managing Instance Administrator Roles
    4. Creating and Managing Project Administrator Roles
  3. RPA Management
    1. Integration Reporting
    2. PAD Export - Link Microsoft 365 to Blueprint
    3. Migrate
  4. Advanced Settings
    1. Instance Settings
    2. Federated Authentication Settings
  5. Projects

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