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Introduction

Assistant Buddy is one of the client tools provided by IntelliBuddies to execute your automation. Assistant Buddy is your assistant and can help you perform specific repeated tasks in your day-to-day activities.

Users can deploy Assistant Buddy and trigger the processes on their user system. Even user-specific events can also trigger Assistant Buddy processes.

Signing into Control Room

Invoking Assistant Buddy will pop a sign-in dialog requesting the Control Room connection details. Sign-in dialog provides fields for entering Tenant Name, User Name, and Password.

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Using your system credentials, you can use the Windows button to sign in to the Control Room using Single Sign-On (SSO). This is allowed if the Control Room is configured to authenticate users using Microsoft Active Directory.

You can register to the Control Room using either Basic or LDAP Authentication by providing the following details. Ensure the user has a license to use Assistant Buddy.

The sign-in feature provides an option to connect Control Room, Process Designer, and Buddies using the user's account. This will help to simplify the process and offer better sync across the platform.

This will make the user's account the main link between IntelliBuddies components, removing the dependency of using a machine or license key while deploying client tools on the system and connecting it to the Control Room. This also enables floating licenses of client tools and provides more flexibility to the Organization in handling Process Designer and Buddy deployments.

FieldDescription
Sign inSpecify your Control Room URL
Tenant NameSpecify your tenant name. The system will default to the default tenant if not specified.
User NameSpecify the Control Room login user name
PasswordSpecify the password to login

Once Assistant Buddy successfully connects to the Control Room, the license is validated, ensuring that the logged-in user has the right to use Assistant Buddy.

note

Assistant Buddy licenses are always node-locked and associated with a specific Control Room user. Only users associated with the machine where you deploy an Assistant Buddy can use it.