Activating Advanced Automation

If the Advanced Automation service is enabled for your account, you can activate the service by navigating to Settings. If the Advanced Automation service is not enabled, contact your administrator.

To activate Advanced Automation

  1. In the management portal, click Settings > Advanced Automation.

    After you have activated Advanced Automation, as described in the following steps, this menu option is not available.
  2. In the displayed screen, click Activate Advanced Automation.

  3. In the Activate Advanced Automation screen, provide the company business information in the Company information tab. Then click Next.

  4. In the User roles tab, define the Advanced Automation role for each user, and then click Next. The available roles are:
    • Engineer
    • HR
    • Finance
    • Sales
    • Group manager
    • Finance manager
    • Director

    • Administrator

      To understand more about each of the Advanced Automation roles and their access privileges, see Advanced Automation roles.

      You can also add new users after activating Advanced Automation. First create the user account(s), and then apply the relevant services the user will have access to. For more information, see Creating a user account.
  5. In the Confirmation tab, review the activation information, and click Activate. The Advanced Automation service is configured, which may take a few seconds.
  6. In the displayed onboarding wizard screen, select from the following Advanced Automation options:
    • Accounting platforms integration: Click Configure to redirect to the Accounting integrations page. For more information, see Integrating with accounting platforms.
    • RMM platforms integration: Click Configure to redirect to the Advanced Automation (RMM) integrations page. For more information, see Integrating with RMM platforms.
    • Service desk integration: Click Configure to redirect to Settings > Service desk. For more information, see Service desk settings.

    • Email server configuration: Click Configure to redirect to the Configure email server screen. For more information, see Configuring your email settings.

If you no longer want to use the functionality included in Advanced Automation, you can deactivate the Advanced Automation service. For more information, see Deactivating the Advanced Automation service.