Team permissions

Task	Admin	Workflow lead	Instance lead (the user starting the instance)	Team lead	Colleague (a team member assigned to a step)	Light user
View and start a private instance	✅	✅	✅		✅	✅
Edit and delete a private instance	✅	✅	✅
Skip or delegate a step	✅ (they can delegate steps assigned to a team or a specific person)	✅ (delegation only possible if the lead is an admin, or a team lead and the step is assigned to their team)		✅ (delegation is possible only if the step is assigned to their team)
Delete private instance	✅	✅	✅
View private workflows	✅	✅	✅		✅ (if folder and process visibility allow 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 the step fails and they reclaim it from the tech lead)	✅		✅ (when they are also instance leads or tech leads)
Update workflows	✅	✅
Duplicate workflows	✅	*only possible if they own the folder they’re duplicating into
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	✅	✅	✅		✅
Move/duplicate workflows to private folders	✅	*only possible for folder owners
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)	✅ (if added to portal)

Task

Admin

Workflow lead

Instance lead (the user starting the instance)

Team lead

Colleague (a team member assigned to a step)

Light user

View and start a private instance

✅

Edit and delete a private instance

✅

Skip or delegate a step

✅ (they can delegate steps assigned to a team or a specific person)

✅ (delegation only possible if the lead is an admin, or a team lead and the step is assigned to their team)

✅ (delegation is possible only if the step is assigned to their team)

Delete private instance

✅

View private workflows

✅

✅ (if folder and process visibility allow it)

Stop single instances

✅

✅ ( 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 the step fails and they reclaim it from the tech lead)

✅

✅ (when they are also instance leads or tech leads)

Update workflows

✅

Duplicate workflows

✅

*only possible if they own the folder they’re duplicating into

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

✅

Move/duplicate workflows to private folders

✅

*only possible for folder owners

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)

As an admin, you can set roles for any user, including yourself. Note that if you demote yourself to a colleague, you cannot promote yourself back to the admin level again.

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