Assign a team to a process

An Automation Co-Pilot admin can configure processes in the web interface and assign teams to a process for request creation. They access the web interface to view and manage processes in the Process Setup page.


Ensure you have completed the following:

  • Provided a system-created AAE_Robotic_Interface Admin role for the Automation Co-Pilot admin.
  • Have access to the web interface.
As an Automation Co-Pilot admin, their key function is to assign teams to a process.


  1. Log in to the web interface as an Automation Co-Pilot admin.
  2. Navigate to Mangage > Process setup
    The Process Setup page enables the Automation Co-Pilot admin to view all of the check-in processes from the Control Room and assign teams to a process.
  3. Click on a process.
    An Edit Process window appears and shows related information about the process such as the process name, description, tags, and teams.
  4. Edit the Process name field if necessary.
  5. Optional: Enter a description in the Description field.
  6. Click Add tag in the Tags field to add tags to the process.
    The Add tag window appears to search for tags to add.
  7. Search for a tag description in the search bar.
  8. Click on their name to confirm the tag.
  9. Click Add.
  10. Select the scheduler user from the drop-down menu in the Scheduler field.
    Note: The Global scheduler option is selected by default if a scheduler is not set for any process.
  11. Select the by user (default) or by bot options in the Request creation field.
    Important: If the by user option is selected, then processes are visible in the Processes page for all Automation Co-Pilot users (owners or members of team). If the by bot option is selected, then the request is created by a bot or another process using the Process Task in the Process Composer . A team must be selected in the Default team to take the bot created request field, for requests to be created by that team.
  12. Click the + (plus) icon to add teams to the process.
    The Add teams window appears to search for teams to add.
  13. Search for a team in the search bar.
  14. Click on their name to confirm the team.
  15. Click Add.
    Team are now successfully added to the process.
  16. Optional: To remove a team, click the trash icon next to the team name.
  17. Click Save.