automation-hub
2024.10
true
- Release notes
- Getting Started
- Permissions
- Starting as
- Admin Console
- Workspace
- Explore
- Share Idea or Automation
- Dashboards
- My Tasks
- Notifications
- Email Notifications
- Resources
- Studio Integration
- Task Capture Integration
- Automation Store
- Additional Resources
Starting as the Account Owner
Automation Hub User Guide
Last updated Dec 9, 2024
Starting as the Account Owner
You as the Account Owner are the first user to receive access to the tenant and therefore you have access to all the options from the platform modules.
To start, access the Admin Console > Manage Access module and create the account for the tenant's System Admin by following the below steps:
- Access the Assign Roles module.
- Click Add a new a new member.
- Complete the Add User form.
- Click Save.
After creating the account for your assigned System Admin, you need to focus on editing the Tenant Settings page,
You also have some options that allow you to customize your tenant.
As you have access to all the options from the platform modules it's up to you if you want to get involved in other idea-related options by accessing any of the below modules:
- Platform Setup allows you to view, help set up and/or maintain the platform;
- Workspace Overview provides details about your involvement in the company's RPA development;
- Explore Overview the Automation Ideas, People, and Components from your tenant;
- View Dashboards Overview information.