Setting Up Automator - Public

1. Register for Automator

Automator is enabled by your Customer Success Manage. The first step is to let them know and they can enable it for you. That’s the first step and once done you’re free to move onto the next steps!

2. Set up the Users

Navigate to Automator in the Control Panel. Add the users with the right permissions (Viewer/Editor).

Users Logged in as these users can then “Launch Automator” from this page to log into Automator and get assigned the right permissions.

Users will show up as “Pending” until they complete the launch as this is managed by SSO and initiating that Launch completes the signup. There are no automated communications as part of the process. “Launch” will only show up if you are logged in as one of the Users in the list.

3. Add the Administrate Credential

Navigate to the Control Panel → Authorised Applications and Generate Credentials.

Note: It’s a good idea for customers to use an “Integration” User or something similar rather than a staff member that could leave the company.

Then click on ‘Launch Automator’ in the top right of the screen.

Once in Automator, click the ‘Credentials’ tab → Create Credential → select the ‘Administrate OAuth2 API option from the dropdown menu.

Then copy in your Client ID and Secret that you generated from Administrate.

4. Go!

You’re fully empowered to start developing in Automator now!

Users Logged into the TMS can then “Launch Automator” from the Automator Page in order to log in and start developing.