Actualizar automáticamente el acceso a la cuenta

Let the pipelines do the work for you: automate updating access your team members have to the client accounts. This way, your seasonal employees will have specific access permissions, or your team members will access particular accounts only at certain stages of the workflow.

In this article, you will learn how to set up this automation in pipeline stages, but this approach also applies to setting up this automation in custom job statuses .

Paso 1. Definir el acceso de los empleados a las cuentas Definir el acceso de los empleados a las cuentas

Before adding the automation , you have to decide which team member needs access to specific accounts and when they need it. That depends on your team member’s:

• Función o responsabilidades, ya que su gestor de ventas/preparador de impuestos/revisor/etc. puede necesitar derechos de acceso sólo durante una determinada fase de flujo de trabajo .

• Employment type, as your seasonal and permanent workers’ access rights may vary.

Step 2. Set up the “Update account access” automation

Para asegurarse de que todo su personal tiene acceso a las cuentas de los clientes mientras completan su parte del trabajo, siga estos pasos:

1. Select the stage on your pipeline, when access to the account should be changed, then add the Update account access automation.

2. Al crear la automatización, seleccione los empleados que desea añadir o eliminar automáticamente del acceso a la cuenta de cliente.

   

   La automatización puede configurarse de distintas maneras:

• Replace assignees to default users on + Add account access empty: When a job enters the stage, assigned team members become unassigned, and ones with Default account access are assigned to the account instead.

• Replace assignees to default users on + Add account access filled: When a job enters the stage, assigned team members become unassigned, and the ones listed in the Add account access field are assigned to the account instead.

• Replace assignees to default users off + Add account access field filled: When a job enters the stage, assigned team members remain assigned to the account, and the ones listed in the Add account access field are assigned as well.

• Replace assignees to default users off + Remove account access filled: When a job enters the stage, team members listed in the Remove account access field become unassigned.

• Add account access filled + Remove account access filled: When a job enters the stage, team members listed in the Add account access field are assigned to the account, and the ones listed in the Remove account access are unassigned.

  Once a job enters the stage, your team member’s access to the account is automatically updated.

Nota

Para los Actualizar el acceso a la cuenta automation, it doesn’t matter if the autoavanzar trabajos toggle for the stage is turned on. The automation is triggered automatically and doesn’t require actions from either the client or from the firm side to be completed. Also, no elements are linked to the job when the automation is triggered.

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