> For the complete documentation index, see [llms.txt](https://docs.mercuri.cx/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.mercuri.cx/features/users-management/instance-permission/automation-permissions-how-to-assign-and-use.md).

# Automation Permissions: How to Assign and Use

Automation permissions allow team members to **create, manage, and execute automated workflows** for different platforms and channels. By assigning this permission, users can streamline repetitive tasks, saving time and ensuring consistent responses.

***

#### **Steps to Assign Automation Permission:**

1. Navigate to **Settings** from the left sidebar.
2. Click on **Teams**.
3. Select **Add User** or choose an existing user to configure permissions.
4. Click on **Configure Permissions**.
5. In the permissions window, go to the **Instance Permissions** tab.
6. Locate the **Automation** section.
7. Enable or disable specific permissions based on the level of access you want to provide.

***

#### **Permission Types**

<figure><img src="/files/XS5928f0JlP4WSVVF5BI" alt="" width="563"><figcaption></figcaption></figure>

Automation permissions are divided into types to control **what level of access a team member has over automation workflows**.

**1. View Automation**

* Allows team members to see existing automation workflows without making any changes.
* **Example:** A team lead wants to review automated messages sent to customers but should not modify them. Assigning **View Automation** ensures oversight without the risk of accidental edits.

**2. Manage Automation**

* Grants team members the ability to **create, edit, and delete automation workflows**.
* **Example:** A marketing team member needs to set up an automated welcome message for new users across WhatsApp and SMS. Granting **Manage Automation** lets them configure and deploy this workflow independently.