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:
Automations
Click the Automations card to create, update, and manage automations:
- Create new automations
- Edit existing ones
- Enable or disable automations
People and Groups
Click the People & Groups card to manage your team.
Invite People to Restricted Apps 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 and Permissions
Click the Apps and 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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