Enabling the Automation app and adding members

The Automation app is not enabled by default. As an admin, you must enable it and add members, organization members who you want to use the Automation app. For content security purposes, note that a user of any role who is a member of the Automation app can use all the features of the app and see all content in the app, regardless of their workspace membership.

To enable the Automation app, you must first select the check box to enable the application, then add members.

1. In the left navigation menu, go to Admin > Applications > Automation.
2. Select the check box next to Enable application, then click Save.
3. Add members to the Automation app. Any user (including yourself) must be added as a member before they can use the Automation app.
   1. Click Members > Add members.
   2. Start typing the email for the user. Select the full user name when it appears in the menu. Click Add.

If the full user name does not appear, that user is not yet a member of the organization. Follow these additional steps:

1. In the left navigation menu, click Users, then click Create new.
2. Enter the user's email and any other relevant data, then click Create user. For details, see Create and manage users.
3. In the left navigation menu, click Applications > Automation and add the user as a member of the Automation app.