Managing Admins and Managers in AUTTO

This article discusses the types of users who can create workflows in AUTTO and how you can add them to your organisation.

Table of Contents

• Types of Users
• Managing User Invitations
  • To Invite Administrators
  • To Invite Managers
  • To Resend an Invitation
• Managing Workflow Assignments
• Accepting an Invitation
• Updating a User's Status
• Related Article

Types of Users

There are three types of users in AUTTO:

1. Administrators
2. Managers
3. External users

Administrators can perform the following actions in AUTTO:

• Edit your organisation's details
• Invite and manage Managers
• Build workflows
• Manage all workflows

Managers can perform the following actions in AUTTO:

• Create new workflows
• Change workflows which they have been invited to manage
• Invite others to manage workflows they manage (these users will not be able to add their own workflows)

Administrators and managers are allowed to invite external users to access specific workflows. This type of user is neither an administrator nor manager. For more information, see Managing Workflow Access for Other Users.

Managing User Invitations

You can invite administrators and managers to your organisation by clicking Main Menu, then Administration, then clicking either the Administrators or the Managers tab.

To Invite Administrators

An Administrator can invite another user to become either an Administrator or a Manager in the organisation.

To invite a user to become an Administrator:

1. On the Admin Dashboard, click the Main menu on the top-right, then click Administration.
2. Click the Administrators tab.
   
   
   
   
3. Enter the user's email address on the Email box, then click Invite. The invited user's email address is then shown on a separate Invited users section at the bottom.

To Invite Managers

An Administrator or a Manager can invite another user to become a Manager in the organisation.

To invite a user to become a Manager:

1. On the Admin Dashboard, click the Main menu on the top-right, then click Administration.
2. Click the Managers tab.
   
   
   
   
3. Enter the user's email address on the Email box, then click Invite. The invited user's email address is then shown on a separate Invited users section at the bottom.

To Resend an Invitation

Users can be invited again to make an AUTTO account in case they fail to accept the invitations the first time these were sent to them.

To resend an invitation to a previously-invited user, click Administration on the Main menu, go to either the Administrators or Managers tab, then on the Invited Users section, click Resend Invite to send another email invitation to the user.

Managing Workflow Assignments

Aside from managing users, and your organisation and its workflows, Administrators also have the following roles:

• Assign Managers to workflows
• Remove Managers from workflows to which they have been assigned previously

 To manage Workflow assignments for Managers:

1. On the Admin Dashboard, click the Main menu on the top-right, then click Administration.
2. Click the Workflows tab, then select the workflow from the list.
   
   
   
   
3. Select either Add or Remove from the list of Actions.
   
   
   
   
4. Select the manager from the list of Managers, then click Done. The manager is then assigned to or removed from the list of users who are authorised to access the Workflow.

NOTE: Workflows assigned to a Manager are viewable on the Manager's Admin Dashboard. Managers who do not have Workflows assigned to them will see an empty Admin Dashboard, although they can also create Workflows on their own.

Accepting an Invitation

Administrators and managers receive their invitations to AUTTO via their email addresses. They must follow the instructions written in the email to access AUTTO.

When accessing AUTTO for the first time, invited users must nominate a password and at least accept the AUTTO Data Policy before they are allowed to create their AUTTO account.

Updating a User's Status

Users will have their status set to Active once they accept the invitation and create an AUTTO account.

Administrators and Managers can be suspended or deleted from the list of users by the Administrator who invited them to AUTTO. Their role can also be changed from Administrator to Manager or vice versa.

To suspend or delete an Administrator or Manager, click Administration on the Main Menu, go to either the Administrators or Managers tab, select either Suspend or Delete from the Actions list, then click
Update to save the changes.

To update the role of an Administrator, select Make Manager to make the Administrator a Manager, then click Update.

To update the role of a Manager, select Make Admin to make the Manager an Administrator, then click Update.

Related Article

Logging On To and Logging Off from AUTTO