Administrative actions - Latest

Automate Connect Guide

Product type
Software
Portfolio
Integrate
Product family
Automate
Product
Automate > Automate Studio
Version
Latest
Language
English
Product name
Automate Connect
Title
Automate Connect Guide
Copyright
2022
First publish date
2018
Last edition
2024-07-31
Last publish date
2024-07-31T17:04:35.809294

The following administrative actions are available to users with the License & User Admin role and/or the Automate Admin role (see User roles and permissions for additional information):

  • Delete a user.

  • Block a user from using client products (Transaction, for example). This will also block a user from using the Connect site.

  • Unblock a user that has been blocked from using client products.

  • Unlock a user account that has been locked because it exceeded the set number of incorrect login attempts. See Administrative settings: Account Lockout for more information.

    Note:

    You can only perform an administrative action on an account with an assigned role that is lower than the highest level role assigned to your account.

In other words:

  • A Automate Admin can perform all of these functions on any account, including other Automate Admins.

  • A License and User Admin can only run these actions on accounts with the Reports Admin role or lower (i.e. accounts with no assigned role).