Admin
Last Updated: April 07, 2026
The Admin section of Vasion Automate is where you manage the people, access, and connections that keep the platform running securely. In this section you control who can sign in, what they can do, and how Vasion Automate connects to the systems your organization uses.
If your organization uses Vasion Automate primarily for print management, most user and role management happens in the Admin Console The Admin Console is the main management platform that acts as the central hub for your Vasion Print instance.. The Admin section is most relevant for organizations using Vasion Automate for document workflows, forms, and platform-level configuration.
If your organization uses Vasion Automate for print management, configure your identity provider (IdP) An identity provider (IdP) is a system entity that creates and manages identity information for an organization and can be authenticated by a computer system or network. An IdP is referred to as a security principal in Java and Microsoft documentation. An IdP also provides authentication services to relying apps in a federation or distributed network. connection and manage print users and roles in the Admin Console. The accounts and roles in this section apply to Vasion Automate platform access only and do not control Vasion Print permissions.
Key Points
Review the following key points:
- Only users with the Application Admin role can manage user accounts and assign roles in Vasion Automate.
- Roles control which areas of the platform a user can access and which actions they can perform.
- Vasion Automate supports multiple authentication methods, including local username and password, single sign-on (SSO) Single sign-on (SSO) is an authentication method that lets users access multiple apps and websites with just one set of credentials. through an IdP, and Lightweight Directory Access Protocol (LDAP) A Lightweight Directory Access Protocol (LDAP) is a lightweight client-server protocol for accessing directory services, specifically X.500-based directory services. LDAP runs over TCP / IP or other connection-oriented transfer services. The most common use is to provide a central location for accessing and managing directory services. LDAP also functions as an identity- and access-management solution..
How the Admin Section Works
The Admin section separates platform configuration from day-to-day end user work. This section provides access to the following pages:
- Users: View and manage individual user accounts in Vasion Automate.
- Groups: Organize users into groups to streamline role assignment.
- Authentication: Configure how users sign in, including IdP and LDAP connections.
- Integrations: Manage connections between Vasion Automate and external services, including storage.
If your managed service provider (MSP) A managed service provider (MSP) is a company that remotely manages a customer's software services or printer services, such as installing, managing, and maintaining printers and supplying consumables. representative manages your instance, you receive an invitation to activate your account and the following does not apply. If you are the root admin and need to configure your instance for Vasion Print, refer to Vasion Print Quick Start Reference.
Requirements
To use the Admin section effectively, you need the following:
- A Vasion Automate account with the Application Admin role.
- (Optional) An IdP configuration if your organization uses centralized identity management.
Next Steps
Refer to the following:
- Roles & Permissions to understand how Role-Based Access Control (RBAC) works in Vasion Automate.
- Automate Users to create and manage user accounts.