How to set automation permissions

Automation permissions are available on the following plans:

  • Plus
  • Professional
  • Enterprise

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 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 wish to grant a user group access to a specific automation that was created by a different user group, see this section.

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

1. Click the "Settings" option located on the left side navigation menu:

2. Click the "Users" option located on the left side sub navigation menu:

3. Click the "Groups" tab.

4. Click "Edit" for the group that should have access to the Automations overview page.

5. An "Edit Group" modal will open. Click the "Permissions" tab.

6. Locate the Automations permission section and click the down caret to expand the permission options.

7. Click the "Check all" checkbox.

8. Click the "Save" button.

How to grant Automation permissions from the Automations overview page

You can grant a user group access to the Automations overview page directly from the Automations overview page. In order to use this method, the user group must already exist in your account. 

To learn how to grant Automation permissions from the Automations overview page, follow these steps:

1. From the Automations overview page, click the down caret for any automation.

2. Click the "Permissions" option in the dropdown.

3. A Permissions dropdown will expand. Scroll down until you see the heading "Automations Access Denied."

4. Click the "Allow" link for the group that should have access to the Automations overview page.

The user group will now be able to access the Automations overview page.

How to grant access to individual automations created by other user groups

With this level of permission, an Account Admin can grant a user group access to an individual automation created by any other user group, directly from the Automations overview page. 

For example, an Account Admin can give the Sales group access to an automation created by the Marketing group. Users in the Sales group will then be able to view and edit that automation.

There is no limit to the number of automations that an Admin can grant access to.

To learn how, follow these steps:

1. From the Automations overview page, locate the automation you wish to grant access to.

2. Click the down caret for that automation.

3. Click the "Permissions" option in the dropdown.

4. The Permissions dropdown will expand. Click the user group that should have access to this automation. This selection will automatically save.

5. To exit, simply click your mouse outside of the dropdown.

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