Automate
Information for how to install and troubleshoot Automate
Release Notes
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?
- Sync FAQs
- How to avoid the added cost of AU licenses with CloudM
CloudM Install Guide
Onboarding
Offboarding
- Offboarding Workflow
- Offboarding Status
- 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
- Bulk Offboarding users within CloudM Automate
Smart Teams, Groups and Contacts
- Smart Teams
- Create a new Smart Team
- Groups
- Create a new Group
- Google Dynamic Groups
- Create a new Google Dynamic Group
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
- Profile Fields
- Users screen
- Create a new user
- Users > Actions
- Hold User - Legal Hold Status
- Managing Connected Applications
- "Push" user profile changes directly from Google Workspace to CloudM Automate