Visibility and permission settings help you manage access to workflows. For example, the accounting team might not need to see the workflows of the sales team. Alternatively, you might want only yourself and a handful of people to be able to see certain workflows.
Role | View private workflow | Create instances of private workflow | Change private workflow | Delete private workflow | Receive email escalations when a step fails | Start a workflow in a portal |
---|---|---|---|---|---|---|
Admin | ✅ | ✅ | ✅ | ✅ | ✅ | |
Lead | ✅ | ✅ | ✅ | ✅ | ✅ (if tech lead isn’t set) | |
Colleague | ✅ | ✅ | ✅ | |||
Light user | ✅ |
Role | View private instance | Start private instance | Change private instance | Delete private instance | Skip a step | Delegate step |
---|---|---|---|---|---|---|
Admin | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Workflow lead | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Instance lead | ✅ | ✅ | ✅ | ✅ | ||
Colleague | ✅ | ✅ | ||||
Light user | ✅ (if shared in a portal) |