This article introduces the Autto applications accessible to your users, namely, the Admin Dashboard and the User Application.
Table of Contents
The Admin Dashboard
The Admin Dashboard contains a list of all your workflows. From here, workflows are created, published, and made available to users.
From the Admin Dashboard, you can search for a specific workflow and view workflows created by other Autto users in your organisation.
The Admin Dashboard is only accessible to authorised users, who are classified into two types, namely:
All features on the Dashboard are available to administrators, including managing your company's details and creating and editing workflows.
On the other hand, Managers cannot edit your company's details. However, they can also create workflows, edit workflows that they have been invited to manage, and invite other users to manage these workflows. Managers also do not have the ability to download data.
When Managers log on to Autto for the first time, they will see a notification that they do not have any workflows yet. They can choose to create one immediately after.
To view and access your organisation's workflows, they must click the [Organisation_name] Workflows button below the top menu, in the example below support workflows.
For more information on users, see Managing Users in Autto.
The Admin Menu
The Admin Dashboard has the Main menu on the topmost-right. The available options on this menu are dependent on the type of user accessing it.
The available options are:
- Subscriptions (for Administrators only)
- User Settings
- Data Tables
- API Manager
- Stylesheet Manager
- Log Out
Autto Help is directly accessible from the Admin Dashboard. You can use this to search for help topics on Autto or to Contact Autto Customer Support. For more information, see Getting Support.
The User Application
Once published, workflows are accessible through a unique URL generated via the Admin Dashboard. Using any web browser, your users can then access the workflow. In effect, the User Application is any web browser on which the unique URL is entered.
Depending on the workflow's publishing settings, you may be asked to log on before you can use a workflow. For more information, see Creating a Workflow.
Once you are logged on to the User Application, you can start using the workflow. Use the navigation buttons on the bottom right to work your way through the workflow.
On the top-right, click the hamburger menu, then My Tasks, to view your pending tasks, or workflow sessions that you have saved previously and that you can resume later.
Once you have finished working through the workflow or to save a session, you can click Save & Logout.