How Do I Get to the Automations Tool?

Modified on Thu, Jul 11 at 3:10 PM

This article explains how to get to the automations tool in the admin website so you can set a template flow in an automation.

  1. Log in to admin website.
  2. Select Settings from the main menu at the top.

  3. Enter the portal management module from the main Settings page.
  4. Choose the portal you want to manage (if you only have one portal, you will automatically enter the portal management page for that portal).
  5. Select “Automations” from the options listed under the CONTENT section on the left.


You are now on the automations page.

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