Give specific users and teams access to a workflow, and choose whether they can only use it or also manage it. You can also see who already has access through the workflow's project.How workflow access works#
Each person or team you add gets a role on the workflow. The role only names which workflow they can act on; what they can actually do still comes from their Permission Sets.| Role | What it lets them do |
|---|
| Member | View and chat with the workflow, if a Permission Set lets them view workflows. |
| Admin | View, edit, and delete the workflow and manage its access, for each action a Permission Set grants them. |
The workflow's creator is its Owner. That role can't be changed or removed. To learn more, see Workflow Access Control.Use cases#
Share with a few colleagues: Add two teammates as Member so they can try a workflow before you share it more widely.Hand over maintenance: Add a colleague as Admin so they can update the workflow's assistants while you're away.Share with a whole team: Add a team instead of individual people. Everyone in the team gets access, and people who join the team later get it automatically.
Open the Workflows section. If you're not sure how, see Add Workflow.1. Open Edit Access#
Click the three dots in the workflow's Actions column, then click Edit Access. The Access Control window opens on the Direct Access tab, which lists everyone you've added to this workflow.2. Add a user or team#
Click Add User. Choose one or more users in Select Users, pick a Role, and click Add. To give an entire team access, click Add Team instead, choose teams in Select Teams, and pick a role the same way.New entries are marked New in the table until you save.When you add a team as Member, its members can only view the workflow, even if their Permission Sets would let them edit or delete it.
3. Save the permissions#
Check the users and teams in the table, change a Role if needed, then click Update Permissions. The message Workflow permissions updated successfully! appears.To undo an addition before you save, click the trash icon in its row.The Inherited Access tab lists the users and teams who already have access through the workflow's project, with their Role and Scope. You can't change those here.
