Setting Up CoE Manager (Beta)
Last Updated 02/28
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Courses
7 Courses
Time to complete
01 Hours 20 Minutes
Skill level
Accelerate
Language
English
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The "Setting Up CoE Manager" learning path helps administrators configure CoE Manager, covering settings, Control Room integration, and user management.
This Skill Booster guides administrators through the entire Center of Excellence (CoE) Manager setup process to prepare the tool for company use. You'll learn how to configure settings, integrate with the Control Room, and manage all user types, including developers. Step-by-step video walkthroughs help make your setup simple, whether you're new to the platform or a seasoned user.
You'll learn to
Use CoE Manager to set up the organization's Automation program.- Demonstrate configuring the advanced settings.
- Create an integration to the Automation Anywhere Control Room.
- Implement developers for building automations.
- Manage users, roles, opportunity owners, and participants.
Modules
7 Courses 1 Hours 20 Minutes
1
Introducing CoE ManagerIntermediate 10 Minutes
Learn how CoE Manager streamlines automation by tracking lifecycle stages, prioritizing opportunities, and providing ROI insights. We’ll also cover the roles of Leads and Admins.
Intermediate 
10 Minutes 
Video2
Setting up the Organization's Automation Program 10 Minutes
This video guides you through the step-by-step setup of an automation program in CoE Manager. Learn how to configure settings, establish a business unit hierarchy, manage apps and activity types, and set monthly targets to track progress effectively.
10 Minutes Video3
Configuring the Advanced Details in CoE Manager 10 Minutes
The video covers configuring advanced details in CoE Manager, including using the Intake Form URL, modifying Complexity and Alignment settings, and ensuring 100% weight distribution.
10 Minutes Video4
Integrating CoE Manager with Automation Anywhere Control RoomIntermediate 5 Minutes
Master the integration of Automation Anywhere Control Room with CoE Manager in this step-by-step course. Learn how to set up integrations, generate an API key, create secure connections, and verify authentication to ensure seamless data flow and automation management.
Intermediate 05 Minutes Video5
Adding Developers and Control Rooms in CoE ManagerAdvanced 5 Minutes
Learn how to add Developers and integrate Control Rooms in CoE Manager. This course covers collecting required details, generating an API key, integrating Control Rooms, and assigning developers to automations—ensuring smooth collaboration and efficient automation management.
Advanced 05 Minutes Video6
Managing Users and Participants in CoE ManagerIntermediate 10 Minutes
Learn how admins manage participants and roles in CoE Manager, assign access levels, modify permissions, and streamline role assignments for efficient user management.
Intermediate 10 Minutes Video7
Setting Up CoE Manager AssessmentIntermediate 30 Minutes
This assessment tests your knowledge of the topics covered in the Setting Up CoE Manager Learning Path. Upon completing the assessment, you earn a badge.
Intermediate 30 Minutes Assessment