Feature Request: working on automation from other users

Bernd Auer www.pd-experts.com
Bernd Auer www.pd-experts.com Community Driver Posts: 369
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The admins should be able to work on automations even if another user created them. If an employee leaves the company and he created an important automation, I have to rebuild it if I want to change something. Besides that: I have no clue what these automations really do. An angry ex colleague could send emails to his private account like "won deals" from my company. At least, I should be able to duplicate these automations. 

Please do not hesitate to ask me if you have any questions about it.

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Comments

  • Marcelo Silva_43
    Marcelo Silva_43 Community Driver Posts: 291
    100 Comments Second Anniversary Photogenic Community Driver
    edited April 29 #2

    Exato, concordo.

    Um log seria muito bom, alem de saber se esta funcionando, dará para saber quais automações são redundantes, quais são pouco usadas

    Agrupar as automações 

    E permitir que o adm gerencie as automações independe de quem as fez.

  • Mike van der Valk
    Mike van der Valk Posts: 4,387 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited April 29 #3

    @Bernd Auer thanks for sharing your suggestion. I've updated your topic to include the topic "feedback & suggestions" this is where these kinda post come best to their right :) 

  • Adina Faiman
    Adina Faiman Posts: 18
    10 Comments Second Anniversary Name Dropper Photogenic
    edited February 24 #4

    Hi Bernard 👋 In fact engineers can reassign all of the automations and templates to any user.                                                       

  • Bernd Auer www.pd-experts.com
    Bernd Auer www.pd-experts.com Community Driver Posts: 369
    100 Comments 25 Up Votes Second Anniversary 5 Likes
    edited March 2020 #5

    Hi Bernard 👋 In fact engineers can reassign all of the automations and templates to any user.                                                       

    Hi Adina,

    good to know! And good to know that the engineers are aware, that this is an issue. So I hope this feature will be developed soon :-) Thank you for the information!!!

  • Mike van der Valk
    Mike van der Valk Posts: 4,387 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 24 #6

    @Nuno Oliveira just tagging you here to take some notes :) 

  • Nuno Oliveira
    Nuno Oliveira Posts: 92 PIPEDRIVE PRODUCT MANAGER
    10 Comments Second Anniversary 5 Likes Name Dropper
    edited May 2021 #7

    @Nuno Oliveira just tagging you here to take some notes :) 

    Notes taken!

  • Julia Wester_34171
    edited March 2021 #8

    At minimum, admins should be able to see the details of any automation even if we can't edit them. Is there any update on this request? Is it on the roadmap at all? As a new trial-er where can we go to get that kind of info?