📚 User Management Guide in AUTOMY

Knowledge Center — Admin Studio

By Lily Dominguez Guerra · 2025-02-28

Welcome to the guide where you will learn, step by step, how to create, modify, disable, and manage users within AUTOMY, in a simple and secure way.

Perfect for both technical and non-technical users.

Let's do it together! 🎯 What is the purpose of managing users in AUTOMY? Properly managing users will allow you to: ✅ Control who accesses the platform and what they can do. ✅ Clearly organize roles and responsibilities within your company. ✅ Keep information secure by assigning the appropriate permissions. 🛠 Prerequisites before creating a user Before adding new users, it is important to have configured: Positions Areas Extra fields (optional) This will ensure that every new user is well-organized from the start . 🔹 1.

Create and manage Positions 📌 Access Configuration: From the main menu, click on Configuration .

Within the User Management group, select Positions . ➕ Add a new position: Click on Add .

Enter the name and a description of the position.

Click Add to save changes. ✏️ Modify an existing position: Search for the position in the list.

Make the necessary changes and press Edit . 🔄 Enable or disable a position: Green : The position is enabled.

To change the status, click on the switch. 🔹 2.

Create and manage Areas 📌 Access Configuration: Main menu > Configuration > Areas (within User Management). ➕ Add a new area: Click on Add .

Press Add . ✏️ Modify an existing area: Find the area in the list.

Make the necessary changes and click Edit . 🔄 Enable or disable an area: Green : Area enabled.