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Understanding Apps, Accounts and Roles

Apps​

GoAutomate Apps are standalone applications built on the GoAutomate platform that run inside Microsoft Teams. Each App serves a specific business need and can be free or paid.

  • Free Apps: Available at no cost.
  • Paid Apps: Start with a 30-day free trial. After the trial, you must add a payment method to your Account to continue using the App. If no payment method is added, the App becomes expired.

An expired App can still be opened, but automations cannot be run or modified. While in trial mode, importing and exporting automations is not possible. Each App can only be trialled once per Account.

Account​

An Account is created when you install your first GoAutomate App in Microsoft Teams, even if the App is free. It stores all your Apps in one place.

  • The person who installs the first App becomes the Account Owner.
  • An Account Number is automatically assigned to you.
  • Only the Account Owner can install new Apps.

Managing Paid Apps​

  • Paid Apps start with a 30-day trial. After the trial, a payment method must be added to continue using the App.
  • Only the Account Owner can install a trial App into Channels.
  • Once subscribed, the Account Owner can assign Account Admins to install the App into Channels.

Roles​

Account Owner​

  • Has the highest level of control.
  • Can assign Account Admins to help manage Apps.
  • The only person who can install new Apps.

Assign Account Admins

Account Owners can assign Account Admins.

See how

Account Admin​

  • Assigned to specific Apps.
  • Can install assigned Apps into Channels.
  • Only the Account Owner and Account Admins can add Apps to Channels.

Tab Owner (not a formal role)​

  • The Account Admin or Account Admin who installs an App into a Tab becomes its Tab Owner.

App Access Levels​

  • Open Apps: Anyone who can see the Channel in Teams can access the App.
  • Restricted Apps: Only the Tab Owner (either the Account Owner or an Account Admin) has access initially. Additional users must be invited.

Inviting People

The Account Owner and Admins can invite People into a Restricted App.

See how

App Roles​

Within an App, there are two roles:

  • Admin: full access to management features.
  • Member (default role): limited permissions, no cannot access management features.

Changing Roles

The Account Owner and Admins can switch a person's Role within an App, between Admin and Member.

See how

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