How to set automation permissions

Any user in the Admin group can view and edit automations created by other user groups. In addition, Account Admins can allow certain user groups access to automations. This is handy if only certain groups need access to this specific feature.

How to manage Automation permissions from the Settings > Users and Groups page

With this level of permission, a user group will be able to:

• Create automations for their user group
• View and edit automations created by users in their own user group

Users in one group will not be able to view or edit automations created by users in another group.

For example, let's say you have two user groups: a Marketing group and a Sales group. Users in a Marketing group will not be able to see or edit automations created by users in the Sales group.

Note: If you would like to give a user group access to a specific automation created by a different user group, please take a look at this section.

To learn how to use this method, follow these steps:

1. Click Settings (gear icon) > Users and Groups.
2. Click the "Groups" tab.
3. Click "Edit" for the group that should have access to the Automations overview page.
4. An "Edit Group" modal will open. Click the "Permissions" tab.
5. Locate the Automations permission section and click the down caret to expand the permission options.
6. Click the "Check all" checkbox.
7. Click the "Save" button.

How to manage individual automations permissions

You can grant a user group access to an individual automation from the automation’s settings. In order to use this method, the user group must already exist in your account.

1. Click Automations on the left menu.
2. From the Automations overview page, click the automation name to open it.
3. Click the arrow located on the top right of the automation canvas.
   
   
   
   
4. In the automation settings modal, click the dropdown in the “User groups who can access this automation” section.
5. Check the box(es) next to the user groups you want to permit access to the individual automation.
6. If the user group is greyed out in the dropdown, you must update their user access under Settings > Users and Groups.
7. Click the “Save” button.
8. Click "Close."

How to bulk edit automation permissions

You can grant or remove a user group access to individual automations in bulk from the Automation Overview page. To use this method, the user group must already exist in your account.

1. Click Automations on the left menu.
2. From the Automations Overview, click the checkbox next to each automation that you want to edit user group permissions for.
3. In the bulk edit modal, click the dropdown and choose either:
   
   • “Give permissions to user groups”
   • “Remove permissions from user groups”
4. Click the dropdown in the action chosen in the last step, then check the box(es) next to the user groups you want to permit or remove access to the individual automation(s).
5. Click the “Apply” button to confirm the permission changes.

More information

Read this guide for in-depth information about user permissions
Learn how to set user permissions
Learn how to set permissions for a private pipeline
Learn how to set permissions for your marketing user group