Automate
Information for how to install and troubleshoot Automate
General Troubleshooting
Frequently Asked Questions
- How is CloudM Automate licensed?
- Can I test CloudM Automate before purchasing?
- Where do exports get saved in MyDrive?
- Can I use Google Dynamic Groups in conjunction with CloudM Automate?
- Active Directory Integration synchronisation
- Sync FAQs
Microsoft Automate Install Guide
Google Automate Install Guide
Onboarding
Offboarding
- Offboarding Workflow
- Offboarding Status
- Microsoft Offboarding Steps - Troubleshooting
- Google Offboarding Steps - Troubleshooting
- Offboarding Performance Tips
- Search by Offboarding End Date
- Will email offboarding work if email is disabled on the source Organization Unit?
- Bulk Offboarding users within CloudM Automate
Migrate
Smart Teams, Groups and Contacts
- Smart Teams
- Create a new Smart Team (Google)
- Create a new Smart Team (Microsoft)
- Groups
- Create a new Group (Google)
- Create a new Group (Microsoft)
Automated Domains
Organizational Units & Roles
- Roles
- What is an Organizational Unit (OU)?
- Organizational Units screen
- Create a new Organizational Unit
- Organizational Unit Information Panel
- Video: Editing OUs and Users
- Edit Details on the OU Informational Panel
Users & Profiles
- User Profile
- Password & Login Controls
- Profile Fields
- Users screen
- Create a new user (Google)
- Create a new user (Microsoft)
- Users > Actions
- Hold User - Legal Hold Status
- Managing Connected Applications
Security Password Process
Searching in CloudM Automate
Logs
Removing Automate
Integrations
- On-Premise Integration
- On-Premise Integration Connector Setup
- Integrations
- CloudM Automate People API v4
- Slack Connector
- Dropbox Connector