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Who can create and manage automations in Pipedrive?

Yssel Salas

Ultima actualizare: September 30, 2026

Note: Automations is only available on Growth and higher plans. Changing permissions for other users requires account settings access. Learn more about global user management.

What you can do with automations in Pipedrive depends on your permission set and whether you own the automation.

This article explains who can create, view, edit, duplicate, delete and transfer automations, and how permissions and ownership affect access. To learn how to find and filter automations, see automations list view.

Create automations

By default, only users with global admin permissions can create automations. Global regular users can create them if the “Add automations and configure automated email senders“ permission is enabled for their permission set.

Give global regular users permission to create automations

Note: Only give this permission to users you trust to configure automations on your team’s behalf. It also lets them configure automated emails that may send from other users’ connected accounts, not just their own.

To enable the permission:

Open the account menu and go to Manage users > Permission sets
Expand global features permission sets
Select the permission set you want to update
Click “Edit permission set“
Enable “Add automations and configure automated email senders“
Save your changes

Once enabled, users in that permission set can create automations and configure automated email senders. See email senders in automations for more information about sender options and reply-to addresses.

Manage automations

What you can do with an existing automation depends on whether you’re its owner, a global admin or a selected user. Global admins can view and manage automations across the account, even when they don’t own them.

Understand automation ownership

The owner of an automation is the user who created it or the global admin it was transferred to. Regular users can own automations they create, but ownership can only be transferred to a global admin.

Note: Global regular users who own an automation also need “See other users’ data“ permission enabled to transfer ownership or manage selected users.

Automation owners and global admins can:

View, edit, duplicate and delete the automation
Transfer ownership to a global admin
Manage selected users who can trigger the automation
View execution history for all users who trigger the automation

Note: If the “Add automations and configure automated email senders“ permission is later removed from a regular user’s permission set, they remain the owner of automations they already created. However, they can no longer edit, duplicate or manage selected users who can trigger the automation. They can still view, delete, transfer ownership and view execution history for all users who trigger their automations.

Understand selected users

An automation can be triggered by all users or only selected users.

When “Triggered by selected users“ is chosen, only the users added to the automation can trigger it.

Both global admins and global regular users can be selected users. Being a selected user doesn’t change your existing permissions or make you an automation owner.

If a global regular user is a selected user, they can:

See the automation in their automations list
Activate or deactivate the automation for themselves
See their own executions in the history tab
Duplicate the automation, if they have the “Add automations and configure automated email senders“ permission

They can’t edit, delete, or transfer the automation. They also can’t add or remove other selected users.

See manage who can trigger automations to learn how to add or remove selected users.

View execution history

The owner and any global admin can see execution history for all users who trigger the automation.