Automation is activated in the App Store. If you've also purchased an Action Pack, which determine which Automation actions you have access to, you need to turn that app on from the App Store too.
If you don't see the Automation app or an Action Pack you require in your App Store, please contact your Customer Success Manager by emailing firstname.lastname@example.org. If you do not have any Action Packs, you will be able to create rules using the 'Update status' action only.
Once these apps have been installed from within the App Store, you will need to specify which users are able to create new Automation rules.
- Click the App Store link at the top of the screen
- Find the Automation app (NB: Not the Action Pack)
- Click Turn on
- Once the app has been activated click Configure > Manage users
- Only staff added to the list will be able to add new Automation rules. To add more staff members select them from the dropdown menu and click Add
Each of the staff listed will now be able to begin adding and editing Automation rules.