Projects is an Automation Studio feature that’s designed for collaboration, especially when teams are building workflows that must interact with many systems and span multiple domains. A Project is a dedicated, shareable workspace for automation assets — workflows, JSON forms, data transformations, etc. — that can be shared with team members so everyone can leverage each other’s assets to orchestrate network processes.
In this demo, learn how to:
- Create a new Project or import an existing Project from a file or Git repository.
- Add assets to a Project, including pre-built workflows from Automation Marketplace.
- Add members defined by RBAC and SSO functionality, with Owner, Editor, Operator, and Viewer roles.
Demo Notes
(So you can skip ahead, if you want.)
00:00 Introduction to Projects
01:34 Starting a New Project
02:51 Adding Assets to a Project
04:57 Using Project Assets to Build a Workflow
06:43 Adding Collaborators & Roles
