How to Change the Automation User in Trello

Every automated action Hipporello Service Desk performs in Trello — creating cards from form submissions and emails, posting automated messages as comments, adding labels and updating custom fields — is done on behalf of a Trello board member called the Automation User. By default, the Automation User is the person who installed Hipporello Service Desk. If that person leaves your team, or you want automated activity to appear under a different account, you can change the Automation User at any time.

Why Change the Automation User?

• Team changes: The person who installed Hipporello no longer manages the Trello board or is leaving the company.

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

• Uninterrupted automation: Make sure your workflows keep running on behalf of an active Trello board member.

Step-by-Step Guide

1. Open Your Connected Trello Boards

1. Go to admin.hipporello.com.

2. From the left menu, select Connected Boards and click Settings.

3. On the User Portal page, you’ll see every Trello board connected to your Service Desk portal.

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 Trello board are performed on behalf of this user.

3. Take Over as the Automation User

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

2. Trello will ask whether you’d like to give Hipporello access to your account. Review the requested permissions and click Allow.

3. You’ll see a success message, and your name will appear as the Current Automation User. Click Done.

Note: You can only set yourself as the Automation User. If you want another Trello board member to become the Automation User, they need to sign in to the Hipporello admin panel and click Take over themselves.

Verify the Change

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

2. Open your Trello board, open the newly created card and check the Comments and activity section.

3. Automated messages and updates on the card will now appear under the new Automation User.