Lists, Lead Scoring & Workflows

samantha_c
Participant

Changing the owner of a workflow

SOLVE

Hello, 

 

I am in the process of deactivating a user with the goal of eventually removing them from our portal. I am reviewing the assets owned by that user and a workflow was one of them. I don't see a way for me to change the owner of a workflow.

 

I see the option to assign to a team, but that is just a visibility setting, and it doesn't remove the workflow from the deactivated user's asset list. Just like I can change the owner of a contact or deal, I would think that there should be an option to change the owner of a workflow so that someone else can be responsible for the asset after the original creator/user is removed. 

 

Does anyone know if there is a solution to this?

 

0 Upvotes
1 Accepted solution
franksteiner79
Solution
Recognized Expert

Changing the owner of a workflow

SOLVE

Hi @samantha_c 

 

Workflows don't have owners, they have users who created them and/or change them. So there is now way to re-assign ownership as that concept does not exist in HubSpot.

 

Once you deactivate/deleted the user it will simply say "deactivated/deleted user" in the workflow create field but the workflow will remain.

 

Frank

Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

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1 Reply 1
franksteiner79
Solution
Recognized Expert

Changing the owner of a workflow

SOLVE

Hi @samantha_c 

 

Workflows don't have owners, they have users who created them and/or change them. So there is now way to re-assign ownership as that concept does not exist in HubSpot.

 

Once you deactivate/deleted the user it will simply say "deactivated/deleted user" in the workflow create field but the workflow will remain.

 

Frank

Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

Let's Talk About Your Project