Setting Automation Management Permissions

Automations allow you to automate actions that would otherwise need to be completed manually. Any Automations created will be visible and function agency-wide. 

By default, only the Main Contact on a TE Recruit account has access to add or edit Automations. If you wish to give another user who is not the Main Contact access to Automations settings, you can follow the instructions below.

To allow or restrict a user from managing Automations:

• Expand the Sidebar in the top right corner of the software and click on the Settings icon 
• Click to expand the My Agency section and then select Manage Users

• All users on the account will populate on the left side of the Manage Users page
• Click on the edit icon to the right of the person you wish to set Automations management permissions for
• Under the user’s Permissions on the right side of the User Profile, click to expand the Agency section
• To the right of Manage Automations, set the appropriate permission
  • Yes = this user can manage Automations for the firm (this includes adding and editing Automations)
  • No = this user cannot manage Automations for the firm (this includes adding and editing)
• Make sure to click the Save button at the bottom once your changes have been made