As a System Admin, you have access to all the options allowing you to manage the tenant users and configure the platform. After successfully logging in, you need to access the Admin Console in order to start the tenant configuration.
Begin by setting up user accounts. To do this access the Manage Users module and follow the below steps:
- Access the People module.
- Click Add User.
- Complete the Add User Form.
- Click Save.
The first account you need to create should be the Program Manager followed by Submitters accounts.
Iulia: I do not understand what is a "Submitter" Account. I suggest removing /rephrasing this.
We recommend creating user accounts with Program Manager and Idea Approver roles, in order to ensure the automation ideas can progress in their life cycle. Continue by inviting Standard User, in order to crowdsource automation ideas.
To build and maintain the tenant structure, access the Admin Console > Platform Setup. This section focuses on 5 configuration areas that will be further used throughout all your tenant:
You can also get involved in all the other automation-related projects by accessing any of the below pages:
Updated 12 days ago