Can't manage others' automations as an Admin

Ninel B_ May 16, 2023

There are some previously created automations that interfere with my automation setup. I was promoted to the Admin role, but still don't see the Admin button shown here:

https://support.atlassian.com/trello/docs/administrative-powers-in-butler/

and can't access others' automations.

Moreover, I can't see that button even on the board I created myself.

Maybe something has changed in Trello; where should I be looking to see and manage others' automations?

Thanks!

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Dreamsuite Mike
Community Leader
Community Leader
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May 17, 2023

The way the automation works on Trello is it executed on behalf of the user who creates it. 

Automations can be added to a library and shared with the workspace

Automation buttons can be shared with the workspace. 

For you to be able to see the buttons created by someone else, the creator will have to check "share with workspace"

Screenshot_20230517-114423.png

 

In order to avoid this problem, I always recommend setting up a machine/bot account for automations, where there is shared access. 

Ninel B_ May 18, 2023

Thanks for your answer! So, looks like there's no role that can't just see others' automations - everyone has to tag them to add to the library, and share the library?

I haven't found official docs about the machine/bot account. Do you mean just creating a "user" that everyone on the team can log in as because the access credentials are shared? If it's something else, maybe there's an article on how to set it up?  

Dreamsuite Mike
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
May 18, 2023

Yes, exactly as you described, it is just a user account for running automations which has shared access

I would recommend for extra security with that account to enable 2FA

https://support.atlassian.com/trello/docs/enabling-two-factor-authentication-for-your-trello-account/ 

Mike Boreham May 22, 2023

I have a similar issue. 

The user that created the automations has now left the business, I have secured their account and changed password. 

Could I rename the account? Make it a bot account?

I am very scared about making changes and killing the automation. 

Dreamsuite Mike
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
May 22, 2023

Yes you can:

Go here:

Screenshot 2023-05-22 122713.png

Then here:

Screenshot 2023-05-22 122743.png

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