Overview
There are two ways access to automations is controlled on OneUp: ownership and platform-wide permissions.
Ownership determines who can manage a specific automation. Every automation has a primary owner, and owners can share their automation with other users or teams as co-owners.
Platform-wide permissions sit at the role level and grant broader visibility or control across all automations in your company, regardless of who owns them.
Automation ownership
Every custom automation has a primary owner: the person who created it. However, you can also add co-owners to each automation..
Owners and co-owners have full management access to their automation, including the ability to edit, rename, enable/disable, delete, and share it with others.
Automations can be owned by an individual user or by a team.
The email report automation stage uses the automation owner's data access to determine what data to include in the exported report.
Managing owners
Ownership is no longer limited to a single person. You can share an automation with other users or teams, giving them full co-owner access.
Co-owners have exactly the same permissions as the primary owner: they can edit, rename, enable/disable, delete, and share the automation.
To add owners:
Select the manage icon in the main navigation menu (next to your profile picture or initials) and then select custom automations.
Locate the automation you want to share and select manage owners from the settings icon on the right:
Search for and select the user(s) or team(s) you want to add as co-owners.
Select done to confirm.
The new co-owner(s) will receive an email notification when they are added. The automation will also appear in their automation list, for them to manage.
To remove owners
Follow the same steps above and deselect the user or team from the owners list.
Platform-wide permissions
In addition to ownership-based access, there are two platform-level permissions that grant broader visibility or control over all automations in your company:
View all Automations
Gives read-only visibility of every automation on the platform, regardless of who owns it.
Edit all Automations
Allows a user to edit, delete, and share any automation in the company, regardless of ownership.
Find out more about granting permissions ➡️ here.
Users who do not have Edit All Automations can still manage a specific automation if it has been shared with them directly, i.e., they have been added as an owner.
Tips
Automations can be owned by a team as well as an individual, which is useful when automations are shared responsibilities.
If you need to give someone access to a single automation rather than all automations, use Manage owners rather than granting the Edit All Automations permission.
The View All Automations permission is view-only. Users with this permission cannot make any changes to automations they don't own or aren't a co-owner of.