Automation Permissions
Bill Wittig
Need ability to restrict who can and cannot see and who can and cannot change Automations. Automations should still be able to run when conditions are satisfied, but their existence should be made invisible to selected users or roles if/when necessary.
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Zach
Merged in a post:
Automation Permission and roles of users
Rakesh Rathore
Hello ClickUp Team,
I have a query regarding ClickUp automation and user permissions. Our team consists of 80 members, and we are on the Business Plus plan. I want to ensure that not everyone has the ability to edit workflows and automation. It would be highly beneficial to have a feature that allows restrictions on automation editing at the user level.
Looking forward to your response.
Zach
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Automations Roles
Enric Castella
Currently, custom roles in ClickUp do not allow admins to block users from creating automations. This is a critical missing permission, especially for teams that need stricter control over workflows and want to avoid unapproved or unnecessary automations.
Please add a permission toggle in custom roles to control access to automation creation, editing, and deletion.
Chris Tockner
100% agree with rakesh. Most of the time users should be able to create tasks or whatever, but Automations should have a different permission level and are not for everyone with those rights. As of now everybody could destroy with this setting the setup workflows completely. Let´s not talk about sabotage, but it simply can happen out of curiosity or testing.
Rakesh Rathore
Waiting for the updates
A
Anne Schulz
This is a critical need for some of our workspaces.
Shay Smith
This is needed for workflows where forms are submitted internally in order for requesters to be able to collaborate on their requests.
Rakesh Rathore
Anyone can change my automation and anyone can see or edit the automation and it hampers the work, please prioritize the permission level in the automation, Zach Any update on this ?
Zach
Merged in a post:
Automation - Security & Permissions
Taylor Mathis
One pain for our organization is that you cannot prevent members from adding or editing automations. Ideally, the ability to create or edit automation would work similarly to Custom Fields, so we could turn the ability on and off for certain user roles.
Wim Delfs
Any news here, Zach?
Mike Coon
Is there currently ANY workaround whatsoever for this? We had a team lose multiple project submissions because of an automation change.
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