About Blueprint Settings

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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