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Can all Admins create Automations?
Can all Admins create Automations?

As an Admin, learn which levels or permission are available for Admins to able to see, edit, or create Automations.

Kelly Yoon avatar
Written by Kelly Yoon
Updated over 6 months ago

Admin permission levels for Automations:

There are 4 levels of Admin within Optix, all of which are able to see Automations on the Optix dashboard:

  1. Owner

  2. Manager

  3. Client Service

  4. Reception

Only 2 of these Admin levels are able to create and edit Automations:

  1. Owner

  2. Manager

To review your current Admin levels, or add new Admins:

  1. Click on the Settings tab in Optix

  2. Click on Admins, under the "Administration" heading

  3. To add a new Admin: Click Add admin in the top right corner

    OR

  4. To edit the permission level of an existing Admin: Hover your mouse over the image of an existing Admin, and click Edit

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