Workflows are not available in the Essentials solution.
Depending on their role, delegated admins can manage different Workflow sections. This article will explain these roles in detail.
Roles alone WILL NOT permit a delegated admin to manage Workflows unless they have also been assigned the permission set that encompasses such Workflows.
Management role
Operators with a “Management” role can:
- View Workflow or template
- Execute, retry, and stop a Workflow
- Schedule a Workflow
- Delete schedule.
Workflow Editor role
Operators with a “Workflow Editor” role can:
- View Workflow or template
- Create and edit a Workflow or template
- Delete a Workflow or template
- Duplicate a Workflow
- Export a Workflow
- Activate and deactivate a Workflow
- View, create and edit notification settings
- Delete schedule
- Manage custom lists
An operator possessing a “Workflow Editor” role can directly access their Workflows without requiring permission from the tenant admin.
Workflow Publisher role
Operators with a “Workflow Publisher” role can:
- View Workflow or template
- Delete Workflow or template
- Activate and deactivate a Workflow
- Publish a Workflow
- View, create, and edit notification settings
- Delete schedule
Only Tenant Admins can approve, reject, or delete an approval.
RBAC matrix
| Management | Workflow Editor | Workflow Publisher | Tenant Admin | |
|---|---|---|---|---|
| View | ✔️ | ✔️ | ✔️ | ✔️ |
| Execute | ✔️ | ✔️ | ||
| Retry | ✔️ | ✔️ | ||
| Stop | ✔️ | ✔️ | ||
| Create | ✔️ | ✔️ | ||
| Edit | ✔️ | ✔️ | ||
| Delete | ✔️ | ✔️ | ✔️ | |
| Duplicate | ✔️ | ✔️ | ||
| Export | ✔️ | ✔️ | ||
| Activate | ✔️ | ✔️ | ✔️ | |
| Deactivate | ✔️ | ✔️ | ✔️ | |
| Publish | ✔️ | ✔️ | ||
| Schedule | ✔️ | ✔️ | ||
| Delete schedule | ✔️ | ✔️ | ✔️ | ✔️ |
| Approve | ✔️ | |||
| Reject | ✔️ | |||
| Delete approval | ✔️ | |||
| Manage custom lists |
|
✔️ |
|
✔️ |