Agent and Lender team members can create and manage their own Automations with the Agent Automations Power-Up. This is perfect for teams that want to allow agents to manage their own Automations without being admin users. With this power-up enabled, the admin can still create Automations for everyone on the team to use. Agents can edit the Automations they created and can't edit Automations that were created by an admin. 

How to enable the Power-Up

Agent Automations can be enabled by admin users. 

1. Click your Initials/Image in the upper right-hand corner

2. Select Power-Ups 

3. Toggle on Agent Automations

How it works 

With this Power-Up enabled, agents can create and manage their own Automations by going to Admin > Automations

Note: Agents and Lenders will only be able to copy existing Automations and create new Automations.

For more information on creating Automations, check out our Automations overview.