Team Management

Enable a strong automation culture by knowing the basics of managing your Catalytic team.

Admin Team Center ›

Important team specific settings and customizations are available from the Admin Team Center. If your user permissions give you admin capabilities, you will be able to access the Admin Team Center and customize your team settings. To access the Admin Team Center, Select your photo or profile icon in the...

Catalytic Private Cloud ›

A new option for Catalytic customers starting in December 2018 is to host your Catalytic intelligent automation platform on a dedicated, isolated single-tenant Amazon Web Services (AWS) instance, managed by Catalytic, for increased data security, performance, stability, and control. Benefits Data Security and Privacy With the Catalytic Private Cloud, your...

Catalytic Product Updates ›

Please find the latest product feature updates for Catalytic below. May 2019 Product Update April 2019 Product Update January 2019 Product Update May 2019 Product Update Beta 🎁 New features that have been released to a limited number of customers. They will be less stable than generally released features and...

Catalytic Security Guide ›

At Catalytic, we are dedicated to providing a high level of security to our customers. We combine a thorough security framework, internal and external audits, and appropriately trained employees to ensure that your data is protected. Please see below for an overview of the Security controls and procedures we have...

Custom Outbound Email Domains ›

Customer teams have the option to enable custom domains for emails sent from the Catalytic app. For example, a Pushbot task that sends an email will deliver it from @{team-name}.customdomain.com. If a custom domain is not set, all emails sent from the Catalytic app will default to @{team-name}.pushbot.com. When you...

Customize Team ›

Important team specific settings and customizations are available from the Admin Team Center. If your user permissions give you admin capabilities, you will be able to access the Admin Team Center and customize your team settings. To change your team’s settings: Select your photo or profile icon in the top...

Deactivate User ›

Team members and admins users can be removed from Catalytic teams and have their accounts deactivated. Deactivated users will not be able to login to the team and will receive an error message upon attempt. Only admins are able to deactivate users. How to deactivate a user Select your photo...

Groups ›

With groups, you can assign more than one team member to a task, or manage permissions based on groups. For example, you could create an IT Support group to receive all incoming requests for hardware or software assistance. Simplify permissions with groups It’s easiest to manage Pushbot, Data table, or...

My Team ›

Your team page lists all members and groups within your team. Your user permissions will determine what functions you are able to do within your team. From the team page, you can manage members, groups, and change team settings. User, group, and team setting options Adding a user Deactivating a user...

Privacy, Security & Terms of Use ›

At Catalytic, we are dedicated to providing a high level of security to our customers. We combine a thorough security framework, internal and external audits, and appropriately trained employees to ensure that your data is protected. You can use the links below to access our Privacy Policy, Security information, and...

Team Dashboard ›

The Dashboard provides a summary of the activity and value within your Catalytic team. Information like cost savings, active instances, hours saved, and efficiency are calculated and displayed here for a high level view of your automation performance. The Team Dashboard is restricted to admin users. The dashboard summarizes the...

Team Page ›

The Team page is where all active team members and groups are listed. From the team page, you can access user profile pages and group pages, and invite new members or create a group. All users can access the team, user profile, and group pages. Team wide information like the...

User Permissions ›

All Catalytic users have a user permission level. There are 2 levels of users in Catalytic: Team Members (default) Admins/Team Owners Team Members and Admins have different capabilities in their Catalytic team. Certain functionality is limited to Admin user to make team management easier. Team Owners have the same permissions...

User Profile Page ›

The User Profile page is a summary page for each user available across the entire team. Information like overdue tasks, active tasks, and associated instances are listed alongside a short list of 4 of the users latest tasks and instances. Any team member can select a team member profile icon...