How to Change the Automation User in monday.com

Everything Hipporello Service Desk does automatically on your monday.com board is done on behalf of one monday.com account, called the Automation User. That covers creating items from form submissions and emails, posting automated messages to the item's Updates, and changing columns or moving items through automations. Each connected board has its own Automation User. If that person leaves your team, or you want automated activity to show under a different account, you can change the Automation User at any time.

Why Change the Automation User?

• Team changes: The current Automation User no longer manages the board or is leaving the company.

• Clean activity history: Show automated updates and item changes under a dedicated account instead of a personal one.

• Uninterrupted automation: Keep your workflows running on behalf of an active member of the board.

Step-by-Step Guide

1. Open Your Connected Boards

1. Go to admin.hipporello.com and sign in as a Hipporello admin.

2. From the left menu, open Connected Boards.

3. The page lists all monday.com boards connected to your service desk.

2. Open the Automation User Settings

1. Find the board you want to update and click Actions on its row.

2. Select Automation User.

3. The dialog shows the Current Automation User. All actions on the monday.com board are done on behalf of this user.

3. Take Over as the Automation User

1. Click Take over to make your own monday.com account the Automation User.

2. monday.com asks you to give Hipporello access to your account. Review the requested permissions and approve them.

3. You’ll see the message Automation user changed successfully, and your name appears as the Current Automation User. Click Done.

Note: You can only set yourself as the Automation User. If another person should take the role, they need to sign in to the Hipporello admin panel and click Take over themselves. The account that takes over must have access to the board. If it doesn't, the change is rejected and the current Automation User stays in place.

If you are already the Automation User, the dialog shows Refresh Token instead of Take over. Use it to authorize Hipporello again with the same account.

Verify the Change

1. From the left menu, go to Forms, open one of your forms and make a test submission.

2. Open your monday.com board, open the newly created item and look at its Updates and activity.

3. The item and the automated updates on it now appear under the new Automation User.