Automations

Prev Next

Change ownership of your automations

Step-by-step explainer:

  1. Go to your app Home page, then select Settings

  2. Select Automations under advanced features

  3. Select an automation that's owned by one of our user IDs

  4. Once you select Edit to open the automation, you become the new owner

  5. Without making changes, select Save & Close

  6. Select Save in the popup. You're now the owner of this automation.

Important

Don't edit the automation before selecting Save & Close. Editing changes the automation's configuration, but selecting Save & Close only updates the owner.

Note

The automation may not close from the screen. If this happens, select Cancel. You're still the owner of this automation if you selected Save & Close.

Below are screenshots to walk you through this process step by step:

  1. Screenshot of the app Home page with the Settings option highlighted

  2. Screenshot of the Automations page under advanced features

  3. Screenshot of an automation showing qbtools as the current owner

  4. Screenshot of the automation open in edit mode

  5. Screenshot of the Save & Close option for the automation

  6. Screenshot confirming the new owner of the automation