The Automation section consists of Task Blueprints, Document Blueprints and Triggers. If the firm is looking to restrict users from accessing the Automations, they must create a custom security group and add members to those security groups.
Also learn how to:
Create Your Own Security Group and add Members To Your Security Group From Security Group Page -
Once the users are added, follow the steps to restrict users from accessing the Automations sections.
Click on your name in the top right corner of the page
Click "Firm Settings"
Click "Security Groups" tab
Under "Actions", click the pencil icon to "Edit" the security group
Under the General Security
Uncheck all the Automations checkboxes to restrict users from accessing Automations completely or adjust their access accordingly
