> ## 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.

# Workflow lead and tech lead

> Ensure your workflow escalation contact person and the main stakeholder are set.

## Workflow lead

The workflow lead is the person who can view, change, or delete a workflow. They are the main contact people for the workflow. They are also the main business stakeholder. You can change the lead at any time.

## Tech lead

The tech lead might be the workflow builder or manage the technical aspects of the workflow. When a step fails, it automatically gets assigned to the tech lead. They also get notified if a step fails (in the **Needs attention** section of the Inbox and by email), and they can retry the step by test-tweaking the configuration.

The workflow lead remains the escalation contact if the tech lead is not set.

You can select the lead from among the workspace colleagues.

<Info>
  A tech lead is just a role that can be assigned to anyone, and it doesn't change the account's permissions. However, tech leads will be able to see the request body if the integration fails, even if the step visibility is restricted. Note that tech leads can't edit workflows, so they need to contact the admin to permanently update the configuration.
</Info>

<iframe width="560" height="315" src="https://demo.arcade.software/TNGfjOwqRnp0dfayvANz?embed&show_copy_link=true" title="Tutorial" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen aria-describedby="Online tutorial" />

## Editor

The **editors** are users who can modify the workflow. They can add steps, change step assignees, add form fields, assign a technical lead, or change the workflow lead. Additionally, editors can duplicate or delete the workflow.

Each workflow can have multiple editors, but only one editor can make changes at a time. If another editor attempts to edit a workflow that is currently being edited, they will be notified, and the workflow will remain read-only for them until the active editor closes the workflow or switches tabs.