Automate

Role (Instance)

Use this page to Assign Users to Roles. 

To access this page:

  1. Select Configuration > Roles in the Navigation pane.
  2. Click the Users icon for the desired role.

Field

Description

ROLE

Displays the role to which the user is added.

INSTANCE

Displays the instance for the user.

NOTE: The Instance selected MUST match the Instance field in 2 additional places for email notifications to properly work: the Parameterspage in Automate and the Parameters page in System Administration.

Refer to Set Up Notifications for an Interface for more information.

USER ID

Displays the user added to the role. Refer to Set Up Automate Security to populate the User ID list box.