Manage sequences
Learn how to manage sequences.
Sequences enable you to streamline your email outreach with personalized, automated email campaigns. While Create a sequence takes you through the steps of setting up a sequence, here you will find an in-depth guide to managing your sequences.
For a video walkthrough, see Managing sequences in Attio Academy.
Manage access to sequences
When you create a sequence, you can manage access to the sequence for your entire workspace, teams, and individual members.
Who can manage access to sequences?
To adjust access settings, you must be the sequence creator, a workspace admin, or have Full access to the sequence.
Set workspace, team, member, and workflow access to a sequence
The sequence creator, admins, and members with Full access to the sequence can update sequence access by following these steps:
Click Sequences in the lefthand sidebar.
Click the sequence where you want to manage access.
Click Share in the top right corner of your sequence.
To set a workspace-wide default, use the dropdown next to Workspace access.
Workspace access is the default and applies to all members, unless a team or member setting specifies otherwise.
5. To set team or individual member access, add teams or members and choose their access from the dropdown next to the name, then click Add.
Team access takes priority over workspace access. If the two conflict, the team setting applies.
Member access takes priority over both workspace and team access. If there’s a conflict, the member setting applies.
6. To give a workflow access, search for and select the workflow, choose the access level, and click Add.
If the workspace has Full access to a sequence, you can use that sequence in any workflow without having to grant explicit access. If workspace access is restricted, you must grant the workflow access before it can use the sequence.
Sequence access levels explained
These are the access levels for sequences:
Full access: Able to manage sequence access, edit sequences, and publish sequences.
Read and write: Able to edit and publish sequences.
Read only: Able to view sequences.
No access: Not able to view sequences anywhere in the workspace.
The table below shows which actions are available for each access level.
Legend:
✅ Yes = This access level can take this action.
❌ No = This access level cannot take this action.
Action | No access | Read only | Read and write | Full access |
|---|---|---|---|---|
View the sequence | ❌ No | ✅ Yes | ✅ Yes | ✅ Yes |
Edit sequences | ❌ No | ❌ No | ✅ Yes | ✅ Yes |
Publish sequences | ❌ No | ❌ No | ✅ Yes | ✅ Yes |
Manage sequence access | ❌ No | ❌ No | ❌ No | ✅ Yes |
Note: Prior to February 2026, permissions always defaulted to the more permissive option when workspace and member settings conflicted. This made it difficult to intentionally limit access for certain members.
To make permissions simpler, member settings now always take priority over the workspace default. During the update, Attio adjusted all existing permissions so they continued to match the access members already had. No one lost access they previously held, and no one was granted new access.
View sequences
To view sequences in your workspace, go to the Automations page in the sidebar and select Sequences. Use the search icon in the top-right to find a specific sequence by name.
Sort and filter sequences
Filter and sort settings are unique to you, so changes you make will not affect your team members' views. To sort sequences, click Sorted by and choose from the available options:
Creation date
Name
Last published
You can also select Filter and set conditions and a user to show sequences created by or not created by a specific user.
View settings
Under View settings, you can Group by any of the following options:
Creation date
Status
Last published
Creator
You can also toggle Show archived in View settings to show or hide archived sequences.
Click View settings and toggle Show favorites to display or hide sequences you've marked as favorites at the top of the page. To add a sequence to favorites, click the star icon next to it. Favorited sequences will appear under Favorites at the top of the Sequences page and in your sidebar under Favorites.
View settings are unique to you, so changes you make will not affect your team members' views.
Archive, restore, disable, and delete sequences
If you created a sequence, have Full access, or Read and write access, you can archive, restore, or delete it.
To archive a sequence, click the ⋮ icon next to it on the Sequences page.
When archiving a sequence, choose whether or not you want to exit all active recipients. To exit all active recipients, check the box here and click Confirm.
To restore an archived sequence, go to View settings and toggle Show archived. Find the sequence, click the ⋮ icon, and select Restore sequence. Restoring does not reactivate the sequence. It will stay disabled until re-enabled.
To disable or enable a sequence, toggle the Enable sequence option in the upper-right of the sequence page. Like archiving, when you disable a sequence you have a choice of whether or not to exit active recipients (see screenshot above).
To delete a sequence draft, click the ⋮ icon and select Delete sequence, then confirm. Published sequences cannot be deleted; they can only be archived.
Admin settings for sequences
All admins can view all sequences in Workspace settings. Click your workspace name in the upper-left corner of your workspace, navigate to Workspace settings, scroll down and select Sequences on the left side.
Unsubscribes
The Unsubscribe list tab shows all contacts that have been unsubscribed. Once a contact has unsubscribed, it is not possible to enroll them in any sequences with the same sender. It is not possible to remove contacts from the unsubscribe list, except when they were added due to a bounce.
Note: You'll want to be certain an email address is valid before removing a bounce from the unsubscribe list, as hard bounces can have a significant negative impact on your deliverability.
You can also add contacts to the unsubscribe list manually to prevent them from being enrolled in any sequences with the + Add contacts button.
Permissions
Select a sequence, and on the Permissions tab, admins can manage sequence access for the workspace, teams, individual members, and workflows.