Team permissions

Make sure to know who to reach out to if you're stuck and want, for instance, to delegate a step.

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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)	Light user
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	✔️	✔️
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)	✔️
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	✔️
View portals	✔️					✔️
Create / edit portals	✔️
Start workflow from a portal	✔️	✔️ (if added to portal)	✔️(if added to portal)	✔️(if added to portal)	✔️(if added to portal)	✔️(if added to portal)

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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.

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If the workflow lead changes after an instance has been created, the new lead doesn't have the permissions to stop or delete this instance.