Admins can now transfer automation ownership while disabling previous owner!

Announcements New Features
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:rotating_light: New feature alert :rotating_light:

Account admins are now able to seamlessly transfer automation ownership to a new owner when disabling a user in the platform.

The pop-up will appear prior to disabling the user, ensuring that workflows continue to run :sparkles:uninterrupted :sparkles: as automations remain active while the ownership is transferred to a new owner.

Screen Shot 2023-06-20 at 11.13.29 am
Screen Shot 2023-06-20 at 11.13.29 am2840×1110 179 KB

:point_right: Important to note :point_left:

  • For security reasons, this feature is only available for automations, not integrations at this time.
  • Transferring ownership will happen on a user-by-user basis, and is not supported when bulk disabling users.

We hope this is a welcomed update! If it is or isn’t, we want to hear your thoughts in the comments below!

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Could the transfer of board ownership be handled the same way?

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Hi! Is there a best practice you can recommend? i.e. For employees leaving the company, should the automation ownership go to an admin account, or something else? What is your recommendation?

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Ooh, I like your thinking! This is definitely a suggestion I will with share with the dedicated team. In the meantime, we encourage you to submit this as a feature request so other community member can add their vote to get this on our developers priority list :pray:

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Hey Johanna! Whilst transparently, it does depend on each case, I would say that if you don’t have a specific user in place to take ownership, I’d definitely say transferring to an Admin is a smart option here, primarily so they are in control of the automations that are running across boards on an account level. Alternatively, you could also transfer ownership to a user that has access to the most boards that the previous (automation) owner had access too - simply due to that fact that they’re most familiar with the workflow and automation process in those specific boards. Hope this helps!

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Done! (pending moderator approval anyway) :slightly_smiling_face:

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Thank you for the quick reply!

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