Automation permissions

Learn how you can set and share automations for other users on your account:

• Mouse over “Settings” and select “Automations” in the menu.
• Please note: if your automation is automatically triggered by a pipeline status change, that will not have sharing settings. That automation will automatically be triggered by any user moving a contact into that status.
• Select the desired automation from the list. Then, choose “Permissions” below the automation actions.
• To give individual users permission, select “Give permission to another user” and select the desired users. Choose “continue.”
• Select the desired permission level to determine what the user can see.
  
  • Manage this automation: allows user to change settings, invite other users, and trigger this automation.
  • See in automation list: allows user to see the automation and trigger it manually.
  • Automatic triggers only: prevents users from accessing this automation unless it is connected to an automatic trigger.
• Be sure to save the changes.
• To set account wide permission levels, select the appropriate option to the right of “All users on the account” near the bottom of the dialog instead.
• After making the desired changes, close the dialog (no additional save necessary!).