The Manage view is where you manage the master data.

Press the drop-down arrow to see the options:

Task templates

Timetables

Companies

Users

Roles

Task templates

In this view, you can see all of your task templates, and filter them.

Click anywhere on the row to open the template itself. From there you can edit any of the template properties subject to your own user roles. 

Timetables

Timetables allow you to spread the workload of generating and refreshing tasks that share the same schedule group.  Each schedule group you create will appear in every timetable and this allows you to set a specific start and end time for each schedule group.

For example, you might have a Monthly schedule group for your Account reconciliation documents. You can then set a different start and end time for this schedule group in each timetable.  This will spread the workload on your ERP between different timezones without having to set it differently in each task. 

Tasks are scheduled by associating them with a schedule group. This defines the start and end time for each task in the schedule group. Once the schedule groups have been defined, they are associated with a timetable which in turn is linked to a company.

The image below shows one example of a timetable.

When you open/edit one of the schedule groups you can add the timing details.

The company is linked to a holiday calendar which is used to determine the work day calculation.

You can override a schedule at both a task and company level and define a custom schedule but this is a more advanced function that is explained in the advanced section of the Automation manager knowledge base.

Companies

You will need to add companies specifically to Automation Manger.

Hovering on the row you want to manage. The text will turn orange. Click to go into the company itself.

Once on the company page you can see which timetable, holiday calendar, processes etc. the company is linked to.

Users

Here you will see a list of the Automation Manager users. You can manage their roles from here, or deactivate them.

Roles

These relate to user roles. You can see who has access rights to which company. 

There are filters to help you narrow down the data you are looking for.