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
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
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 | ✔️ |