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New Fine-Tuning Permissions for Workflows + Rules | June 2024
New Fine-Tuning Permissions for Workflows + Rules | June 2024

New Workflow Permissions allow granular control of user access to Workflows + Rules.

Michael Stephenson avatar
Written by Michael Stephenson
Updated over a week ago

New Fine-Tuning Permissions for Workflows

We have expanded the individual permissions related to the Workflows + Rules module to offer more granular control over user access and actions. Previously, permissions were separated and all-encompassing. Now, access to Workflows + Rules is combined, and we’ve introduced new permissions that allow for finer control. These permissions can be added to your new or existing permission groups for tailored access.

The Access Workflows permission is required for all permissions, except Administer Workflows, to function properly.

Details

  • Access to Workflows + Rules is now combined.

  • New individual permissions:

    • Access Workflows: View workflows/rules

    • Administer Workflows: Create, edit, and delete workflows/rules

    • Edit Own Workflows: Edit workflows/rules authored by the user and create workflows/rules

    • Edit Team Workflows: Edit workflows/rules authored by any member of the user’s team and create workflows/rules

    • Administer Workflow Folders: Create, edit, and delete workflow folders

Benefit

These enhancements allow you to tailor user access and responsibilities more precisely, ensuring that each member has the appropriate level of control over workflows + rules.


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