Assign the staff member responsible for maintaining and reviewing an automation.

Before you start

Select the property and open the saved automation with management access. The new owner must be assigned to the property. Save any changes to the workflow before transferring ownership.

Transfer responsibility

  1. Open the automation’s Review panel.
  2. Find Accountable owner and choose the new person under Workflow owner.
  3. Review the selected staff member and select I reviewed this ownership change. It does not transfer execution authority.
  4. Choose Transfer workflow ownership.
  5. Confirm the updated owner in the saved automation and share the relevant workflow and run references with that person.

Expected outcome

The selected person becomes the accountable owner. Execution continues under the reviewed publisher’s authority; ownership transfer does not grant new operational permissions or replace required approvals.

If the transfer cannot be saved

Save pending draft changes first. If the saved automation changed elsewhere, choose Load latest saved automation, review the current owner and repeat the transfer. If the person is absent from the list, confirm their property assignment before continuing.