Team Automations and Permissions

Overview

Team automations let a team use shared accounts and queues in automated workflows. Access depends on the team permissions assigned to each member.

Required permissions

• To create team automations, a member needs Create automations permission.

• To edit team automations, a member needs Manage automations permission.

Accounts and queues

Automation actions can only use accounts and queues available to the user or team. If an account or queue is not available, SocialBu may reject the automation settings or the action may fail.

Limits

Team automation limits depend on the team owner’s plan and available resources.

Tips for teams

• Name automations clearly so team members know what each workflow does.

• Use one source account per account-based trigger.

• Review automation history when troubleshooting shared workflows.

• Duplicate existing automations when creating a similar workflow for another account.

Need further Assistance?

If you have any other concerns or queries, email us at support@socialbu.com 📩