Setting up your Connect site - 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

With Automate Connect you can manage licenses and permissions for all your Automate products. You will also receive notifications before licenses expire. In addition, you can use Connect to generate and view usage reports to track ROI (return on investment).

Automate Connect also offers license users self-service for updating passwords, names, and contact information.

With Automate Connect, a license is connected to a user, not to a specific computer. Licenses are portable, so users can move departments or even offices, without complicated intervention on the individual computer.

Note:

The *.winshuttle.com addresses should be allowed through your firewall on ports 80 and 443.

After you've received notification that your new Connect site is available and that you have been made a site administrator, you can take the following steps:

Setting up the Connect site

  1. Create your own user profile.
  2. Confirm licenses in the order.
  3. Add users to Connect.
  4. Assign licenses to users.

The difference between Automate Admin and a License Admin

A Automate Admin is the topmost role in an organization's Connect site. There can be a maximum of 2 Automate Admins. The Automate Admin can manage all licenses on your Connect site, as well as transfer all or some licenses to one or more License Admins in your organization.

There can be many License Admins in an organization. As a License Admin, you can transfer and assign only those licenses which have been transferred to you by a License Admin or Site Admin.

For more information on the license admin role, see User roles and permissions.

For more information on transferring licenses, see Transferring or revoking licenses.