Start setting up by creating users and teams in Next Matter.
Permissions per user and team role
Task | Admin | Colleague (a team member assigned to a step) | Light user (portal user) | Team lead | Workflow lead |
---|---|---|---|---|---|
View and start a private instance | ✅ | ✅ | Can start instances of workflows added to a portal | ✅ | |
Edit and delete a private instance | ✅ | ✅ | |||
Skip or delegate a step | ✅ (they can delegate steps assigned to a team or a specific person) | ✅ (delegation is possible only if the step has been assigned to their team) | ✅ (delegation only possible if the lead is an admin, or a team lead and the step is assigned to their team) | ||
Delete private instance | ✅ | ✅ | |||
View private workflows | ✅ | ✅ (if folder and process visibility allows it) | ✅ | ||
Stop single instances | ✅ | ✅ (only if it’s an instance they created) | ✅ (only if it’s an instance they created) | ✅ ( only if it’s an instance they created) | ✅ |
Stop instances from the Workflows > Overview page | ✅ | (not supported unless you’re an admin workflow lead) | |||
View details of a completed integration step | ✅ | ✅ (when they are also instance leads or tech leads) | ✅ (when the step fails and they re-claim it from the tech lead) | ||
Edit workflows | ✅ | ✅ (if they are a workflow editor) | ✅ (if they are a workflow editor) | ✅ | |
Duplicate workflows | ✅ | Only the processes they can see | ✅ | ||
Create instances from private workflows | ✅ | ✅ | ✅ | ||
Change and delete a private workflow | ✅ | ✅ | |||
Change workflow leads | ✅ | ||||
Connect and disconnect an integration | ✅ | ||||
Invite colleagues to Next Matter | ✅ | ||||
Create private and public folders and remove them | ✅ | ✅ | ✅ | ||
Move workflows between folders (both public and private folders) | ✅ | ✅ (only an admin lead) | |||
Create teams and add and remove team members | ✅ | ✅ (add team members to teams they lead) | ✅ | ||
Assign or remove the team lead status | ✅ | ||||
View portals | ✅ | ✅ | |||
Create/edit portals | ✅ | ||||
Test portals as a light user (Light user view) | ✅ | ||||
Start workflow from a portal | ✅ | ✅ (if added to portal) | ✅ (if added to portal) | ✅ (if added to portal) | ✅ (if added to portal) |