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
ft:locale
en-US
Product name
Automate Studio Administrator
ft:title
Automate Studio Administrator User Guide
Copyright
2025
First publish date
2018
ft:lastEdition
2025-07-01
ft:lastPublication
2025-07-01T10:38:24.951887

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.

Important: Make sure to identify your user administrator before setting up your site.

Perform these steps to setup your site:

  1. Click the onboarding link provided in the welcome email. TheAutomate 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.
    Select Application Language wizard opens.
  3. Select Language and Locale from the drop down.
    By default, English is selected with locale options such as English (United States), English (United Kingdom), English (Australia), and so on. Selecting a different language updates the locale options accordingly.
    Note:
    • The locale and language selected during onboarding will be applied to both the tenant and the user profile.
    • The locale and language of tenant cannot be changed after onboarding.
    • After onboarding, users can view and update their locale and language on the Personal Info page.
  4. Region field is pre-populated and cannot be changed in this screen.
  5. Click Next to confirm your selection. A confirmation dialog will appear, showing the Locale and Language you chose.
    1. If you select Yes, proceed to the next screen.
    2. If you select No, you will remain on the current screen, with the Locale and Language reset to English.

    After selecting your locale and language, the site will refresh to display the updated locale and language settings.

  6. Provide configuration details regarding how your users will authenticate intoAutomate 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.
  7. Click Next.
  8. Enter the Global Administrator user details and click Next.
  9. 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.

  10. Click the access link in email received.
  11. Enter your login credentials.
  12. 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.
    Note: SSO login screens of Precisely products are based on the browser locale and may differ from theAutomate Studio Administrator language selection.
    Note: During onboarding of a new tenant, it is recommended to add at least two users to the site. This way, when the primary site administrator is unavailable, a customer can request support to assign administrative privileges to the second user. This ensures seamless access to the user site.