Editing Workflow's among PD Admins

Jenivive Forte
Jenivive Forte Posts: 4
edited July 6 in Workflow Automation #1

Hello,

Is it possible to edit workflows created by other admins?

This would be helpful if the admin is out of the office and the workflow needs to be updated ASAP, or if the owner is no longer working for the company. 

Comments

  • Kreete K
    Kreete K Moderator Posts: 223 PIPEDRIVE CUSTOMER SUPPORT
    100 Comments 5 Answers Second Anniversary 5 Likes
    edited February 25 #2

    Hi Jenivive! 

    Thank you for this suggestion, we will take this into account for the future. At the moment only option is for the owner of the workflow to edit it. However, if the user has been deactivated, you can reach out to our Support team via in-app chat or email [email protected] to see options to change the owner for this automation.

  • Jenivive Forte
    Jenivive Forte Posts: 4
    edited January 26 #3
    Kreete K said:

    Hi Jenivive! 

    Thank you for this suggestion, we will take this into account for the future. At the moment only option is for the owner of the workflow to edit it. However, if the user has been deactivated, you can reach out to our Support team via in-app chat or email [email protected] to see options to change the owner for this automation.

    Thanks. 

  • 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 January 27 #4

    This is needed so urgently!