Refer to the permission breakdown to see who can handle specific workflow and instance-related tasks in your organization.
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) |