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 |
|
✔️ |
|
✔️ |