Process Portal en AUTOMY: complete configuration and usage guide

Knowledge Center — Admin Studio

By Lily Dominguez Guerra · 2026-07-24

This guide explains the Process Portal option in AUTOMY Configuration from end to end: its purpose, the information it displays, how to use its controls, and what to validate before applying changes. 🧭 How to access Menu path Configuration → Processes → Process Portal Application route /configuration/process-portal ℹ️ Option and action visibility depends on the role, company, environment, plan, and tenant version. 🎯 Purpose and scope Configure process access portals, branding, visibility, and available menus.

Check HTTPS, allowed origin, branding licenses, and mobile experience for every URL resource.

A public portal does not remove data authorization rules. 🖥️ Main screen Observed actions # Control Recommended use 1 Filter Use it only for the stated purpose and confirm the result before continuing. 2 Add Use it only for the stated purpose and confirm the result before continuing. 3 Import Use it only for the stated purpose and confirm the result before continuing. 4 Export Use it only for the stated purpose and confirm the result before continuing.

List information # Field or column How to interpret it 1 Enabled Value displayed for the record; use sorting or filters when available. 2 Shortcode Value displayed for the record; use sorting or filters when available. 3 Name Value displayed for the record; use sorting or filters when available. 4 Description Value displayed for the record; use sorting or filters when available. 5 Public Value displayed for the record; use sorting or filters when available. 6 Short URL Value displayed for the record; use sorting or filters when available. 🔎 Available filters Enabled Public Created date Updated date Combine only the filters you need, select Apply , and use Clear filters before starting a different search. ✍️ How to work with this option Fields marked with (*) are required.

Fields observed when adding # Field or column Recommended use 1 Name (*) Enter a value valid for the company and review relationships before saving. 2 Description (*) Enter a value valid for the company and review relationships before saving. 3 Template Enter a value valid for the company and review relationships before saving. 4 Primary color Enter a value valid for the company and review relationships before saving. 5 Logo URL Enter a value valid for the company and review relationships before saving. 6 Icon URL Enter a value valid for the company and review relationships before saving. 7 Favicon URL Enter a value valid for the company and review relationships before saving. 8 Font URL Enter a value valid for the company and review relationships before saving. 9 Sign-in URL Enter a value valid for the company and review relationships before saving. 10 Public Enter a value valid for the company and review relationships before saving. 11 Permission logical operator Enter a value valid for the company and review relationships before saving. 12 Hide Home Enter a value valid for the company and review relationships before saving. 13 Hide Tasks Enter a value valid for the company and review relationships before saving. 14 Hide Requests Enter a value valid for the company and review relationships before saving. 15 Enabled Enter a value valid for the company and review relationships before saving. ✅ Recommended procedure Confirm the active company and environment.

Define the purpose of the query or change and its owner.

Apply filters to check whether the record already exists or to narrow the period.

Review relationships, permissions, and dependencies before creating, editing, enabling, or disabling.

Save only after verifying required fields and scope.

Return to the list, filter again, and confirm the result.

For critical changes, review related traces or evidence. 🔐 Security and governance Apply least privilege and separation of duties.

Do not copy secrets, tokens, credentials, or personal data into names, descriptions, screenshots, or tickets.