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

TaskAdminWorkflow leadInstance leadTeam leadColleague (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 seeOnly 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.