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Hello I am thinking about user Zapier to create an automation that creates records within Salesforce when a member of my recruitment team updates a candidate’s stage in Workable to a certain stage. 

In this case, would I need just 1 user since only one user needs to create the automation for the entire team. Or do I need multiple users to allow my entire recruitment team to utilise the automation on their Workable accounts?

 

In other words, is a user the person that makes the automation, or uses it?

Hi @Jordan2356 

Good question.

First, make sure to review the requirements for using Salesforce as an app in a Zap: https://zapier.com/apps/salesforce/help

 

Help: https://help.zapier.com/hc/en-us/articles/16051471305357-How-to-select-your-Zapier-plan#number-of-users-0-4

 

Number of users

Team and Company plans allow you to add multiple users to your Zapier account. Free, Starter, and Professional plans allow one user only. Zapier does not recommend sharing login access to your Zapier account as that can compromise the security of your accounts. Consider how many people will need to use Zapier in your business.

 

Multi-users and admin features

Plans with multiple users offer different features to ensure the safety and security of your account. Features like sharing app connections, restricting folder permissions, and audit logs are only available in Team and Company plans. 

You can find the full list of features available in each Zapier plan on our pricing page.

 

More: https://help.zapier.com/hc/en-us/articles/8496307504909-Manage-your-Zapier-for-Teams-account

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