Users in Autto may be classified into internal users, e.g. those who create and manage workflows, and external users, e.g. those who access your workflows and use it for any number of reasons.
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There are two types of internal users in Autto:
NOTE: To know more about inviting users to your Autto account, see Inviting Administrators and Managers.
Administrators can perform the following actions in Autto:
- Edit your company details
- Invite and manage Managers
- Build workflows
- Manage all workflows
To know more about workflow access in Autto, see Controlling Access to 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)
External users may either be part of your organization or they may be from outside, particularly those who access your workflows, e.g. Customer Support, through the links found under a workflow's Publishing Settings (for more information, see Publishing a Workflow).
The workflow-related data submitted by these users to your organization are maintained under the Administration option on the Main Menu (for more information, see Administering User and Workflow Data).
There are three types of external users in Autto:
For more information on giving these users access to your workflows, see Managing Workflow Access for Other Users.
These users must register with a valid email address to be given access to workflows with Registration Required publishing settings. These users know about the workflow URL either via links on your website, email, or some other means. Once registered, users can access the workflow by logging onto their accounts.
These users have been sent an invitation email with a link to the workflow's URL. They must register to be given access to workflows with Invitation Required publishing settings. Once registered, users can access the workflow by logging onto their accounts.
These users can access workflows with publishing options set to Public at any time. They know about the workflow URL via a link on your website or some other means. They do not have to register for an account, so long as they accept a workflow's Terms and Conditions.