Knowledge BaseHow to use Autopilot Master Data ManagementHow do I Access Master Data Management?

How do I Access Master Data Management?

Master Data is all of the data you have displayed on your form. For e.g. In a drop down list for the Months of the year, the List that stores the Months of the Year, will be stored in the Master data.

In order to access Master data on Autopilot, you will need to have access to the 'Setup' Lander first. You will need to be added onto Autopilot as Company Administration or Process Builder in order to have access to the Setup Lander.

(N.B If you require Company Administration / Process Builder rights, please contact your Company’s administrator)

Accessing Setup

Accessing Setup

1. Click on Setup

2. Select Master Data

Master Data

  1. Click on a data list you want to modify. e.g. Cities (as shown Above)