AUTOMY Configuration article index

Knowledge Center — Admin Studio

By Lily Dominguez Guerra · 2026-07-20

This index contains an independent article for each of the 34 verified Configuration options.

Each guide covers access, screen, actions, fields, filters, procedure, security, and frequently asked questions.

User Management Users — Manage identities, roles, organizational assignments, access type, and account status.

Devices — Review the devices and contexts from which users have accessed AUTOMY.

Extra User Fields — Extend user profiles with additional attributes reusable across the platform.

User Groups — Group users for assignments, permissions, filters, and reusable rules.

Positions — Maintain the organizational position catalog used by users, permissions, and assignments.

Areas — Maintain organizational areas used to classify users and apply rules.

Environments — Separate test and production contexts, control visibility, and define the default environment.

Delegations — Temporarily or permanently transfer approval responsibilities when a user is absent or leaves a role.

Processes Process Groups — Organize processes into a group hierarchy for navigation and governance.

Process Portal — Configure process access portals, branding, visibility, and available menus.