Configuration checklist

Review the host and organization configuration needed to make Automation Suite ready for use, with links to the instructions for each area.

Automation Suite requires some preparation before it is ready for use. This page lists what a system administrator configures at the host level, and what an organization administrator configures for each organization, with links to the instructions for each area.

Host configuration

Host settings apply across all organizations, and only system administrators can access the host portal.

Step	Configuration area	Instructions
1	Email address for sending system notifications	Configuring system email notifications
2	Additional system administrator accounts	Managing system administrators
3	Orchestrator host settings, and identity providers at host level	Orchestrator Host Settings Configuring host authentication settings
4	Organizations, each with its own system administrator	Creating or deleting organizations

Organization configuration

Each organization is configured separately by an organization administrator.

Step	Configuration area	Instructions
1	Organization-level license	Activating your license
2	Additional organization administrators	Managing organization administrators
3	Default language, email notification overrides, authentication settings, license management model, and external applications	Changing localization settings Overriding system email settings Understanding authentication models Changing the license management option Managing external OAuth applications
4	Tenants, and the services each one contains	Adding tenants Enabling or disabling services
5	Groups for assigning roles and user licenses	Adding groups
6	Role assignments for groups	Service-level roles
7	Robot accounts for running unattended processes	Adding robot accounts
8	Robot and service licenses for tenants	Assigning licenses to tenants
9	User licenses for groups and accounts, if the user license management model is enabled	Assigning user licenses
10	User accounts for employees, with their licenses and roles	Adding user accounts Assigning user licenses Role management