Getting started with Aico
- Logging into Aico for the First Time
- Creating your first journal
- Creating your first request
- Creating your first payment
- Creating your first Intercompany Invoice
- Working with Closing Tasks
Working with Journals
- An overview of Aico journals
- How to create a manual journal
- Create a journal by copying existing journals
- Import new journals from Excel
- How to import multiple journals from one Excel spreadsheet
- What are recurring journal entries?
- How to create Recurring Duplicate Journal entries
- How to create Recurring Allocation journal entries
- Create recurring journals with automatic reversals
- Reversing documents
- Import data to existing journals
- Export journals to e-binder
- Working with Reconciliations
- Basic settings in Aico documents
- Excel Support
- An overview of Aico Dashboards and Lists
- How to use lists in Aico
- How to use dashboards in Aico
- How to use charts in a dashboard
- Dashboards: Advanced Settings
- Manual closing tasks
Users and User Groups
- Overview of Users and User Groups
- Add user accounts
- Edit user account data
- Manage user groups
- Manage user roles
- Copying roles at the company level
- Copy user roles from individual users
- Create a user report
- Manage administrative user rights
- Super user mode
- Additional super user global admin rights
- User and User group export and import
- Value sets
- Currency Amount Groups
- Mail notifications
- Tax codes
- Users and User Groups
- Introducing Automation Manager
- Core Set Up
- Introducing task templates
- Creating task template details
- The Aico Document
- Aico document headers
- Preparer and Approver workflow settings
- Overriding parameters at a company level
- Master data export and import
- Set a custom schedule
- Dependent tasks in Aico
- How to use Smart tags in Aico
- How to add an attachment to a task template
- Task Generation
- Administrative tasks
- Release notes
- Maintenance Schedule
- Support Alerts
Automation manager administrators and users
Modified on Tue, 01 Aug 2023 at 12:32 PM
This article will show you how to manage administrators and users in Automation manager.
Users (who are not set up as System administrators) can be limited to managing tasks and processes for specific companies.
Log into Automation manager and click on the User tab.
To add a new user, follow the steps below:
1. On the toolbar, select New
2. Click User
Assign roles to the user
1. On the toolbar, select Manage
2. Select Users.
3. Click the user to whom you want to assign roles
1. Click Show All to see all available roles
2. Assign main user rights to the company and process for the user by ticking the box
3. Use the filters to narrow down the selection list
This will limit what the user can do in Automation manager.
Read more about setting up a new user in this article.
NOTE: The current rights of the user will be overwritten by the roles of a user selected in Copy roles from user field.
Once you've added the Main user role to all the necessary companies/processes, they need to click Save.
The effects of the assigned user rights (shown in the screenshot above) can be seen in the screenshot below.
Listed below are other restrictions
- Users can only see the task templates for their companies and processes
- Where those task templates are also assigned to companies for which they have no role, they cannot maintain those task templates
- They can edit the company level settings of an existing task but only for their assigned companies
- They can add a new user but only assign that user roles in the companies they are assigned to. For example, if a user is limited to Germany and The Netherlands, they can add a new user, but only give them roles in the German and Dutch companies
- They cannot edit timetables or schedule groups which are used by other companies
Administrators in Automation manager have full access to Automation manager, and can use all the Admin Tools options.
If you make a user an Administrator, you will override any roles assigned as above.
1. Admin Tools (visible to existing Administrators only)
2. System settings
1. Click on Security settings to open the section
2. Select the users you want to make Administrators
3. Save your changes
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