Guide to Sharing Automations from Parent to Child Account

1. Overview of Sharing Automations 0:00

• Introduction to the video topic: sharing automations from a parent account to a child account.

• Importance of understanding permission settings in automations.

2. Accessing Permission Settings 0:12

• Locate permission settings in the automations table.

• Find permissions in the top bar of the interface.

3. Setting Permissions for Child Accounts 0:26

• Click on the permissions icon to view options.

• Define what the parent account can do in a child account and vice versa.

4. Recommended Permission Setting 0:44

• For sharing automations to a child account, select the option: 'see this, but not make changes'.

• This allows child accounts to view the automation without making edits.

5. Saving Permission Settings 0:56

• Click 'save' after setting permissions.

• A purple dot will indicate that the automation is shared with the child account.

6. Viewing Shared Automations in Child Accounts 1:04

• Child accounts can see the shared automation in their automation section.

• They will have a read-only view and the ability to duplicate the automation.

7. Best Practices for Naming Automations 1:27

• When duplicating, include the location name (e.g., city) in the automation title.

• This helps identify the source of the automation in the parent account.

8. Checking Automations in the Parent Account 1:52

• Return to the parent account to verify the shared automation.

• Parent accounts have access to all data from child accounts.

9. Final Verification 2:08

• Navigate to the automations section in the parent account.

• Confirm that the automation appears with the correct location name.

Link to Loom

https://loom.com/share/1228974796d044ee91359fda4e214881