How do I set user permissions within automations?

When setting permissions in user groups, it’s important to note that it is not possible to manually set permissions for automations, like you can for lists or campaigns. Instead, a user can only see automations created within their specific user group.

For example, a user in the Sales group can only see automations that were created by other users in the Sales group. Another user group (eg, Marketing) would not be able to see any automations created by a user in the Sales group.

Users in the Admin group can only see automations that were created by other users in the Admin group, including the main account admin. They cannot see automations created by the Marketing or Sales user groups.

The main account admin can see all automations created within the account. Users in all groups (except the Admin group) will not be able to see any automations that the main account admin creates.

For in-depth information about user permissions, please see this guide.
To learn how to set user permissions, please see this help document.
To learn how to set permissions for a private pipeline, please see this help document.
To learn how to set permissions for your marketing user group, click here.

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