Create first Global Administrator user profile - Automate_Studio - Latest

Automate Studio Administrator User Guide
Product type
Software
Portfolio
Integrate
Product family
Automate
Product
Automate > Automate Studio
Version
Latest
Language
English
Product name
Automate Studio Administrator
Title
Automate Studio Administrator User Guide
Copyright
2024
First publish date
2018
Last updated
2024-09-17
Published on
2024-09-17T09:57:48.180224

Automate Studio Administrator setup wizard will guide you through the process of setting up your site. This will allow you to create users and assign licenses for Automate Studio.

Details needed to setup your site:

Perform these steps to setup your site:

  1. Click the onboarding link provided in the welcome email. The Automate Studio Administrator setup wizard appears, where you can enter your company's information.
  2. Generate an initial password on the setup wizard page. This password will be sent to your registered email.
    Once you have received your password, copy it into the password field on your site and click Next.
  3. Provide configuration details regarding how your users will authenticate into Automate Studio Administrator. If your company uses single sign-on (SSO), collaborate with the relevant internal team to gather these details for input.
    1. If you select Yes, SAML and OpenID are the options shown.
    2. If you select No, you will have to login using a combination of your corporate email address and a password you create to log in to Automate Studio.
  4. Click Next.
  5. Enter the Global Administrator user details and click Next.
  6. Review the information on the Summary page. Click Previous to edit the details. Click Submit and then click Done.
    Your site will be created shortly. You will receive an email confirmation along with a link to access your site.

    Click the Activation link in the email to generate your password.

  7. Click the access link in email received.
  8. Enter your login credentials.
  9. Automate Studio Administrator prompts you to review and agree the Terms of Service, Privacy Policy, and End User License Agreement (EULA). Read the terms and conditions carefully. To proceed, click I Agree. The Global admin accepts the EULA on behalf of all end users.
    You have successfully logged in as Global administrator.