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How do I hand off the automation I've created to another admin account - enterprise

Hector Network February 26, 2023

I've built out around 80% of the company enterprise workspace, with 30 people working on 8 or so workspaces, some of which have 5-10 boards. Most of the automation, rules and buttons have been set up by me, but I'm leaving the company. 

 

What is the best way to hand that over to another team member? 

2 answers

0 votes
Mike - Dreamsuite Consulting
Community Champion
February 27, 2023

I am not sure making them an admin will handover automations.  To transfer automations, you need to ensure the automations in libraries and are shared with the workspace.  Then you can allow whoever it is who will take this over to download them and enable them from his account, before removing you.  I don't think enterprise is different from Premium so based on that, there is no clean or slick way of doing it.  Its pretty manual, tedious and time consuming.  May be worth reaching out to enterprise support to see if they can help you do it in an easier way 

Hector Network February 28, 2023

Thanks, I have reached out to enterprise support, seems so strange that rules are user-specific and not board wide- especially when created by an admin! 

Where does one download the rule libraries? I've always kept mine that way for cleanliness on my end, so that's something. 

0 votes
Nic Brough -Adaptavist-
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February 26, 2023

Welcome to the Atlassian Community!

The best way to do this is to make them an administrator, then ask them to remove you as an admin when you leave.

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