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:
Navigate to Settings from the left sidebar.
Click on Teams.
Select Add User or choose an existing user to configure permissions.
Click on Configure Permissions.
In the permissions window, go to the Instance Permissions tab.
Locate the Automation section.
Enable or disable specific permissions based on the level of access you want to provide.
Permission Types
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.
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