4 min read

Guide

Who can use this feature:

Users transferring their automations and Admins managing automations for their account

Available on all Standard, Pro, and Enterprise

⚠️ Some of the Admin features mentioned in this article are currently in development. If you do not have access to these features, you will soon.

Overview

To maintain the integrity of your account and the workflows built to support your team, it's important to transfer ownership of automation and integrations when users are deactivated. Without proper management, automation and integrations will be deactivated when users are deactivated. This can majorly disrupt your work.

These sections outline steps for Admins:

1. Transfer ownership from one person to another
2. Set a default owner for automation and integrations
3. Transfer automations when deactivating a user

This section outlines steps for any automation owner:

1. Transfer a single automation or integration

While we use the terminology "automations" throughout this article, the options outlined in this article apply to automation and integrations.

Note: When automations are transferred, the new automation owner will receive an email notifying them of the transfer.

Automations ownership settings

You must be an admin to make a one-time transfer of all automations from one owner to another or to set a default owner. These instructions outline how to access the settings in the Administration section.

To access the Automations ownership settings, open the Administration section of your account:

Select the Users tab:

And then the Automations Ownership tab:

From there, you have two options for transferring ownership. You can:

• transfer ownership from one person to another. This option is best for making a one-time transfer.
• transfer ownership to a default owner when any user is deactivated. We recommend setting up a default owner as an administrative best practice. This ensures that your automations continue to run when users are deactivated.

Transfer ownership from one person to another

The first option is to transfer all automations from one person to another person. Follow the instructions in the Automations ownership settings section to access this option:

This option allows you to complete a one-time transfer of ownership from one person to another. 

Set a default owner for automations

Tip: This option is ideal for accounts using SCIM or GraphQL.

The second option is to set up a default automation owner for your account. With this option, automations will automatically transfer to this default owner when a user is deactivated. This applies when any user is deactivated in your account.

Follow the instructions in the Automations ownership settings section to access this option:

You can choose any active user on your account to be the default owner. Select the user from the dropdown menu and click Save to apply your choice:

Transfer automations when deactivating a user

Transfer a single automation or integration

To transfer an automation or integration, visit the Automations Center and the Board automations tab. Open the three-dot menu to the right of the automation and select Transfer ownership:

You can also click on the automation to open it. Click More actions to open the menu and select Transfer ownership:

You can then select a new owner from the dropdown menu. Click Transfer ownership to complete the transfer: