Team permissions
Refer to the permission breakdown to see who is can handle specific workflow and instance-related tasks in your organization.
Make sure to know who to reach out to if you're stuck and want, for instance, to delegate a step.
Tip: You can use the conversations widget available in each instance to reach out to a lead or team member. See Learn Next Matter as workflow participant
| Task | Admin | Workflow lead | Instance lead | Team lead | Colleague (a team member assigned to a step) |
|---|---|---|---|---|---|
| View and start private instance | ✔️ | ✔️ | ✔️ | ✔️ | |
| Edit and delete a private instance | ✔️ | ✔️ | ✔️ | ||
| Skip or delegate a step | ✔️ | ✔️ | |||
| Delete private instance | ✔️ | ✔️ | ✔️ | ||
| View private workflows | ✔️ | ✔️ | ✔️ | ✔️ (if folder and process visibility allows it) | |
| Update workflows | ✔️ | ✔️ | |||
| Duplicate workflows | ✔️ | ✔️ | Only the processes they can see | 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 | ✔️ | ✔️ | ✔️ | ✔️ | |
| Create teams and add and remove team members | ✔️ | ✔️ | ✔️ (add team members to teams they lead) | ||
| Assign or remove the team lead status. | ✔️ |
As an admin you can set roles for any user including yourself. Note that if you demote yourself to colleague, you cannot promote yourself back to admin level again.
Updated 3 months ago