Getting started with CoE Manager
- Updated: 2024/07/28
Getting started with CoE Manager
CoE Manager provides clear visibility into the backlog of automation ideas, their position in the lifecycle, and how much value they will deliver back to the business. The following is a high-level overview of how to get started with CoE Manager:
Add the following email domains to your email client's safe-senders list to ensure users receive the notifications generated by CoE Manager.
- US - notifications come from @mail.app.shibumi.com
- Europe - notifications come from @mail.eu.shibumi.com
- Asia-Pacific - notifications come from @mail.ap.shibumi.com
Register and access CoE Manager
You must be invited to use CoE Manager. When you respond to your first invitation, you will set up a login account. You will use this account for all future use.
Setting up CoE Manager for first-time use
- Configure CoE Manager:CoE Manager provides program-level administration tabs to tailor the solution for your use.
- Enable CoE Manager: You can enable access to the CoE Manager from the Control Room so that you can access the CoE Manager from the quick links section on the Control Room home page.
- Integrate CoE Manager with Control Room: You can integrate the CoE Manager with the Control Room to monitor your automations and calculate the savings achieved.
- Add users: Add participants to specific roles within your CoE Manager.
You can provide granular access to users to relevant organizational hierarchy. Navigate to the organizational hierarchy you want to give access to and click the three vertical dots on the top in the dashboard. This opens the participant window, where you can add the users and their roles. This helps restrict users and their roles to their specific organizational hierarchy such that they can only view the opportunities related to the organizational hierarchy they have access to.
For example, in the Finance business unit, if you assign RPA approver role to the user, Jose Pinero, Jose is now restricted as an RPA approver to the Finance unit only and does not have this same role at the enterprise level.
- Export and import: You can bulk import previously created opportunities into a program in the CoE Manager.
Link a Task Bot to an opportunity
You can review digital worker information from the Deployed tab and add automations directly on an opportunity. To register a digital worker with an opportunity, you can either use the Opportunities tab to search for the opportunity you would like to update or use the search option (magnifying glass icon) on the Navigation Sidebar.
Create and manage opportunity
All users can create and manager opportunities in the CoE Manager. You can submit an opportunity, build a business case for it, and track its progress through the approval stage gates. Learn more: Create and manage opportunity.
Workflow map
Click the following schematic image to view the workflow on getting started with CoE Manager in an interactive visual format:
![Getting started CoE Manager](https://automationanywhere-be-prod.automationanywhere.com/bundle/enterprise-v2019/page/enterprise-cloud/topics/coe-manager/topics/../../../../metromapschematic.png?_LANG=enus)