Configure iAutomate

This section describes the common tasks to be performed for the configuration of iAutomate after installation of the product and its components on all servers.

Refer to the iAutomate Installation Guide to know about the iAutomate installation procedure.

By default, only users with super administrator and administrator roles can configure iAutomate and associated components. A user’s role determines the tasks it can perform. Each role is associated with permissions or rules that define what features the role can access.

The following table outlines the predefined system roles.

Table 1. Roles and Responsibilities
Role	Description
Super Administrator	All privileges for the administrative features in iAutomate Add, remove, and set access rights and privileges of other administrator roles Full operational and management control over all accounts
Organization Admin	All privileges for the administrative features in iAutomate at an organizational level Add, remove, and set access rights and privileges of other users, roles, and domains in their organization
Operations Users	Access and view all resources in an iAutomate account but cannot make any changes. Operational control over tickets, ticket logs, and the dashboard.
Operations Admin	Access tickets and runbooks for analysis, can view all analysis.
SME Users	Access ticket and runbook for analysis
Knowledge Users	Operational and management control over Knowledge Analysis and Search Module
SAAS_Analysis User Role	-Access the SAAS portal of iAutomate
SAAS_SME User Role	Access the SAAS portal of iAutomate along with Feedback menu
Netbot Admin	All privileges for the administrative features in iAutomate at an organizational level related to Netbot functionality Add, remove, and set access rights and privileges of other users
Netbot Approver	Approval controls for Patching inventory, logs, the dashboard
Netbot User	Operational control over Netbot patching, logs, the dashboard
Runbook Approver	Approves/Rejects the runbook generated from GenAI
Runbook Generator	Automate Creation of standardized runbooks for incident response.
Runbook Tester	Validates runbooks to ensure accuracy and successful task execution.

An iAutomate administrator can define product users and assign one or more responsibilities to each user based on their roles.

To use iAutomate, login to iAutomate with the credentials of Super Administrator.

Note:

Your user role determines whether you can use this option.