---
title: "Edit Automations"
slug: "edit-automations"
status: "update"
updated: 2026-06-09T16:03:48Z
published: 2026-06-09T16:03:48Z
canonical: "documentation.lakesidesoftware.com/edit-automations"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.lakesidesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Edit Automations

1. Go to **Configure** > **Tools** > **Automations and Collection Extensions** > **Automations** and click the name of the automation to edit.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/image(176).png)
2. Click **Edit**.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/image(177).png)
3. The Edit Automation window opens. In this view, you can edit the metadata of the selected automation.
4. (Optional) Choose a **Category**from the drop-down list or create a new one using the button next to the list. The Category drop-down is pre-populated with existing sensor categories. If your desired category is not listed, it means no other automation currently uses this category. You will need to create it again by clicking the + button to the right of the **Category**drop-down.
5. Click **Edit Permissions**.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/image(178).png)
6. In the Automation Permission Control window check or uncheck the permissions you want to change.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/image(179).png)
7. After you have made your updates, click **OK**.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/image(180).png)
8. Click **Save Automation**

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/image(181).png)
9. You will see a message that it was successfully updated.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/image(182).png)
10. Click **View Permissions** to verify your changes.

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/image(183).png)

![](https://cdn.document360.io/87d11426-6b1f-4b19-b593-b71e55a81af3/Images/Documentation/image(184).png)