Workflows admin permissions

In this article, we’ll describe the process for granting admin permissions to Workflows.

In this Article

• Step 1: Confirm admin user permissions
• Step 2: Grant permissions in Workflow Messages area
• Step 3: Grant Global Level Workflows permissions
• Step 4: Set Granular Level Workflow permissions

Step 1: Confirm admin user permissions

The Workflows module is available to any admin user groups who have Composer permissions checked off in the admin users module. 

Step 2: Grant permissions in Workflow Messages area

Next, navigate to in Global Messages permissions to grant access to Workflow Messages.

• Go to the Messages module
• Click the settings gear to open Messages permissions 
  
• Locate the column labeled Workflow Messages. Select the level you'd like to grant in the dropdown. 
  
  
  • Admin: The admin user in this group will see the Workflow Messages module and have the highest level of access to utilize all of its pieces. 
  • Not Allowed: The Workflow Messages area will not display in Messages for this admin user group.

Step 3: Grant Global Level Workflows permissions

To access module permissions, click the gear icon in the top-right corner of the Workflows dashboard.

This will open up the Workflows Settings screen. 

For each admin group, choose the appropriate level of permissions for each area from the dropdown menus beneath the following columns: 

• Workflows:
  • Admin level provides full access to all workflows.
  • View level access allows Workflows to be visible, but permissions have to be assigned to specific workflows for these users on a granular level. 
  • Not Allowed mean Workflows will not be visible in the Modules menu.
• Permissions:
  • Admin level means this set of admin users will be able to set permissions for other admin user groups.
  • Not Allowed provides that users in this group will not be able to see the Settings gear icon to access Workflows permissions.

Step 4: Set Granular Level Workflow permissions

Once you have set the higher level / global permissions, you can now either limit or broaden rights within the Workflows module. For example, it's very common to assign permission for a specific workflow to admins who have Global Level View rights to Workflows. This means they will only have access to a specific workflow to be able to edit and update.

Here's how to set Granular Level permissions: 

1. Open up a Workflow you'd like to grant permissions to. 
2. Select the gear icon at the top right of the workflow screen.
   
3. Search for a specific user or click Select Group and choose a group. Then select the level of access from the dropdown menu. 
   

• • Admin level access can view and edit the workflow, including adding subscribers and setting the workflow to active.

  • View level of access can only view the workflow, including the stats and activity tabs, but cannot make any changes, add subscribers, or change the status of the workflow.