📚 How to Create and Manage Environments in AUTOMY

Knowledge Center — Admin Studio

By Giancarlo Barreda · 2025-02-11

📝 Brief Description Learn how to create, modify, delete, and manage access permissions for environments in AUTOMY. 🎯 What is it for? Environments in AUTOMY help you better organize your processes, ensuring each team works in the appropriate space with the correct permissions. 🛠 Steps to Follow 🚶‍♂️ 1.

Access the Environments Section Log in to AUTOMY and go to the main menu.

Within Settings, go to User Management and click on Environments.

A list of all existing environments will be displayed. 🌟 2.

Create a New Environment Click the Add button.

Fill in the following fields: Type: Choose between Development, Testing, or Production.

Name: Enter a descriptive name, such as "Finance." Description: Explain the purpose of the environment.

Available Toggles: Default: Enable this if you want it to be the default environment.

Public: Enable this if all users should have unrestricted access.

Enabled: Activate this if the environment should be available immediately.

Click Add, and the environment will appear in the list. 🔒 3.

Manage Permissions for Non-Public Environments If the environment is not public, you will see a lock icon next to it.