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.

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.

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 Directory 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 option gives you the ability to transfer all automations from one person to another person. 

Select the current owner in the first dropdown, then choose who you'd like the new owner to be from the second dropdown and then click on Transfer ownership.

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 the original owner has been deactivated. This applies when any user is deactivated in your account.

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

Transfer automations when deactivating a user

When deactivating users on your account, you can transfer ownership of the user's automations.

In the Directory section, navigate to the Users tab, and then click on the three dot menu to the left of the user's name. Click on Deactivate user:

 

You can choose a new owner from the dropdown menu. If you've set a default owner, you can override this default when manually deactivating a user within your monday.com account:

Transfer a single automation or integration

To transfer an automation or integration, open the board Automations page and click on the Manage tab. Click on the three-dot menu to the right of the automation and select Transfer ownership: