Accessing Moveworks Setup
Moveworks Setup is an Admin Interface to configure, and manage various copilot functionalities.
Accessing Moveworks Setup
Pre-requisites
- The user should have access MyMoveworks portal
- The user should have
Moveworks Setup Admin
orMoveworks Setup User
role assigned to them.
Steps to access Moveworks Setup
-
Login to your org's MyMoveworks portal. Eg. .moveworks.com
-
After successful SSO validation, you will land onto MyMoveworks home page.
-
On this screen, click on Moveworks Setup tile or click Gear ⚙️ icon located at the top right of the page.
- If you are unable to see the tile or gear icon, it is most likely that the org super-admin has not granted you access to Moveworks Setup. Reach to your org's super-admin to grant you access.
-
You will get into Moveworks Setup.
How to grant permissions of Moveworks Setup to users
If you are a super-admin of your org or admin of Moveworks Setup, you will be able to grant permissions to other users.
- Login to MyMoveworks portal
- Click on Roles and Permissions tile
- Search for the user to which you want to grant permission
- Select the appropriate roles: Moveworks Setup Admin or Moveworks Setup User
- Save
Upon granting the permissions, the user will be able to see the gear icon and Moveworks Setup tile.
Updated 2 months ago