After installing ProcessRobot, follow the steps below to complete the initial configuration of the software.
Note that not all the steps mentioned below are necessary. It depends on your needs.
Step 1 - Install the license file
Go to Control Desk > Settings > License and install your license file.
Step 2 - Set the Master Key
This Master Key is used to encrypt all the provided user passwords required for the Autologin feature to work on Solobots, as well as the hidden values for the credentials. It is up to the administrator of the ProcessRobot to Set or Change it. Note that the Master Key can only be reset if the user knows the old one.
Go to Control Desk > Settings > General and define a Master Key
Step 3 - Create Roles
Go to Control Desk > Settings > Roles and create custom roles to assign to the ProcessRobot users later on.
Step 4 - Add Users and Assign Roles
Go to Control Desk > Settings > Users and add new users to ProcessRobot. Assign Roles to the users.
Step 5 - Add machines to the Control Desk
Go to Control Desk > Settings > Machines and add new machines to ProcessRobot.
Step 6 - Connect Robots to the Control Desk
Go to Control Desk > Settings > Robots and connect your SideBots and/or SoloBots to the Control Desk.
Step 6.1 - Assign SideBots to users
Step 6.2 - Assign SoloBots to machines
Step 6.3 - Define the Auto Login settings of the SoloBots
Step 7 - Add Web Console Users
Go to Control Desk > Settings > License and add the users that will be able to access the Web Console.