Automations are not visible to some users

Summary

Account users are unable to see some automations even if their user group has "Manage" automation permissions and access to all lists.

The user group settings alone will not grant them this access. In order for a Group to view automations, both the "Manage" automation permissions under "Settings" > "Users and Groups" and permission to view each automation from "Automations" must be in place.

Resolution

How to set permissions for each automation: 

  1. Log in as an Admin.
  2. Click "Automations" on the left menu.
  3. Click the "Edit" dropdown to the right of the automation.
  4. Choose "Permissions."
  5. Set permission to specific user groups.
    Note that if the user group is under the "Automations Access Denied" section of the dropdown, click the name of the User Group to update their user access under "Settings" > "Users and Groups."

  6. Click out of the dropdown to save.
  7. Repeat for all automations that group needs access to.

Cause 

The ability to view automations is based on when the user permissions were set up vs. when the automation was created.
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