> ## Documentation Index
> Fetch the complete documentation index at: https://help.nextmatter.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Team permissions

> Refer to the permission breakdown to see who can handle specific workflow and instance-related tasks in your workspace.

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

You can update team permissions by going to [Company > Teams](https://app.nextmatter.com/app/workspace/teams).

<Info>
  The tables on this page describe the built-in roles. On the Enterprise plan, a [custom role](/docs/custom-roles) can grant a specific set of workspace permissions, such as managing colleagues and teams only.
</Info>

<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](/docs/learn-next-matter-as-process-participant)
</Tip>

| 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) |

<Tip>
  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.
</Tip>

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


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