Adding Individual Users

As an Organization Administrator you can add individual users to your Automation Hub service from an Automation Cloud tenant in two ways:

• Add the new user accounts to the Automation Hub service.
• Add the new user accounts to your Automation Hub platform and sync them with your Automation Hub cloud tenant;

Adding Users to the Automation Hub Service

You can add new user accounts to your Automation Hub cloud instance. To do this follow the steps below:

Note: When adding users only to Automation Hub (the users that are added already exist in Automation Cloud) the operation can be done by a user that has System Admin roles in Automation Hub, regardless of what permissions he has in Automation Cloud.

1. Access your Automation Hub instance.
2. Access Admin Console > Manage Access > Assign Roles.

3. Click Add a new member.

   
   

   

   
   
4. The Add User form is displayed.

5. In the e-mail field you have the option to search for users that are already added in Automation Cloud

   
   

   

   
   
6. If the user is already added, the entry from the list will be greyed out in the results dropdown
7. After the user has been selected, you can add details, set up their Roles, and define their Status. Check the Completing the User Account Form page for step by step information.

8. Click Save.

   
   

   

   
   

Adding Users to the Automation Hub Platform

You can add new user accounts to your Automation Hub instance and then sync them with your Automation Hub cloud account. To do this follow the steps below:

Note: Steps 1-3 are the steps already performed for adding an individual user into an Automation Hub instance. If you are familiar with the process, go directly to step 4.

1. Click Add new member.
2. Enter the user's e-mail address
3. If no results will be displayed in the drop-down, it means that the e-mail address does not exist in Automation Cloud
4. In the Add User form, continue to add the user's details, set up their Roles, and define their Status. Check the Completing the User Account Form page for step by step information.
5. The new user account is added at the end of the list, below the existing accounts, and without deleting existing data.

6. Confirm if the newly added user should be invited in the Automation Cloud.

   
   

   

   
   
   Important:

   The message above - which allows the user to add new users to Automation Cloud - can be received only if you meet the following conditions simultaneously:

   • You are an Automation Cloud org admin
   • You are an Automation Hub system admin

   If you do not meet the first condition, then you will receive a different error message: