Create a Business Admin role#

From Automate release 21.4 onwards, users who previously used the original Business Admin Portal can now be assigned a custom role in the Automate interface so that the administrator user experience and interface aligns with the Business Admin Portal.

For login options, see: Log in.

Automate provides the following elements to make this possible:

  • A set of dashboards that can be cloned and customized and then assigned to a custom menu layout. These dashboards allow for counters, charts and panels.

    For details on these dashboards, see: Dashboards for a Business Admin role.

  • A customer and site administrator menu layout that each use the dashboards referred to above and which can be cloned and modified to assign to a Business Admin role.

    For details on these menu layouts, see: Menu layouts for a Business Admin role.

  • New search functionality in Automate, in particular, a “What would you like to do?” type search interface. See : Search in Automate.

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