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.

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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

TaskAdminWorkflow leadInstance leadTeam leadColleague (a team member assigned to a step)
View and start private instanceβœ”οΈβœ”οΈβœ”οΈβœ”οΈ
Edit and delete a private instanceβœ”οΈβœ”οΈβœ”οΈ
Skip or delegate a stepβœ”οΈβœ”οΈ
Delete private instanceβœ”οΈβœ”οΈβœ”οΈ
View private workflowsβœ”οΈβœ”οΈβœ”οΈβœ”οΈ (if folder and process visibility allows it)
Update workflowsβœ”οΈβœ”οΈ
Duplicate workflowsβœ”οΈβœ”οΈOnly the processes they can seeOnly the processes they can see
Create instances from private workflowsβœ”οΈβœ”οΈβœ”οΈβœ”οΈ
Change and delete a private workflowβœ”οΈβœ”οΈ
Change workflow leadsβœ”οΈ
Connect and disconnect an integrationβœ”οΈ
Invite colleagues to Next Matterβœ”οΈ
Create private and public folders and remove themβœ”οΈβœ”οΈβœ”οΈβœ”οΈ
Move workflows between foldersβœ”οΈβœ”οΈβœ”οΈβœ”οΈ
Create teams and add and remove team membersβœ”οΈβœ”οΈβœ”οΈ (add team members to teams they lead)
Assign or remove the team lead status.βœ”οΈ

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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.