Accessing manage
To access manage, go to the Manage option in the menu.
You need to be an Account Owner, Account Admin, or Admin to use Manage features in GoAutomate.
What you can manage
Here’s what you can manage:
Forms
Click the Forms card to create, update, and manage forms:
- Create new forms
- Edit existing ones
- Enable or disable forms
People & Groups
Click the People & Groups card to manage your team.
Invite People to Restricted tabs and create or manage Groups.
Reporting Connectors
Click the Reporting Connectors card to create and manage connectors for 'Power BI' and 'Excel'. These connectors let you build 'Power BI' dashboards, generate reports, and export data to 'Excel'.
Apps & Permissions
Click the Apps & Permissions card to manage apps and permissions. You can assign Account Admins and control which GoAutomate Apps they can manage. Only Account Owners and Account Admins can access this section, but only the Account Owner can make changes.
Settings
Click the Settings card to update your preferences.
You can set your timezone, customize date and time formats, and adjust local settings.
Support Tickets
Click the Support Tickets card to manage your tickets.
You can create new tickets, post updates, and check their status.
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