Assign automations to teams

You can configure teams to access automations and tasks for it to be accessed via Automation Co-Pilot Desktop Assistant, Automation Co-Pilot for Business Users on the web interface, and the iFrame widget embedded in other business applications.

Prerequisites

Ensure you have completed the following:

  • Provided a system-created AAE_Robotic_Interface Admin role for the Co-Pilot Admin.
  • Have access to Automation Co-Pilot for Business Users on the web interface.

Procedure

  1. Log in to Automation Co-Pilot for Business Users on the web interface.
  2. Create a team and assign roles to team members.
  3. Assign teams to a process.
  4. Assign teams to a bot.
    Your have now assigned automations for your team. Members of your team can now automate using the iFrame widget.
    For your next steps, you can configure the widget in a web application to access to automations in the iFrame widget, see Configure an iFrame widget in a web application.