Workflow Builder Permissions

How to add the workflow builder permission to a role

Not all users will have access to the Workflow Builder. Any user who is an admin will by default have access. Users who are not an admin will need to have a role that has the ReadEmbeddedWorkflowBuilder permission.

To add the ReadEmbeddedWorkflowBuilder permission to a role follow these steps:

Locate the id of the role that you want to add the permission to.

Navigate to the Settings page in ION:

Click on Organization:

Click on Members:

Click on Roles:

Find the role you want to add the permission to then click the green arrow next to the Role name.

Note the id of the role at the top of the page. In this example the id is 26

Navigate to the GraphQL page in ION:

Run this query:

{
  permissionGroups(sort:ID_DESC) {
    edges {
      node {
        id
        family
        name
      }
    }
  }
}

In the query results note the id of the first result that is returned. The results will look something like this:

{
  "data": {
    "permissionGroups": {
      "edges": [
        {
          "node": {
            "id": 941,
            "family": "StepApprovalRole",
            "name": "CreateStepApprovalRole"
          }
        },
        {
          "node": {
            "id": 940,
            "family": "StepApprovalRole",
            "name": "UpdateStepApprovalRole"
          }
        },

The id of the first result is 941. Add 1 to that id and use this new id to run this query:

{
  permissionGroup(id: 942) {
    id
    family
    name
  }
}

Repeat this query each time incrementing the id until you see this result:

{
  "data": {
    "permissionGroup": {
      "id": 943,
      "family": "EmbeddedWorkflowBuilder",
      "name": "ReadEmbeddedWorkflowBuilder"
    }
  }
}

The family should have the value EmbeddedWorkflowBuilder and the name should be ReadEmbeddedWorkflowBuilder. Take note of the id which in this example is 943.

The final step will be to run a mutation to assign the permission to the role.

Run this mutation:

mutation attachPermissionGroupToRole($input: PermissionGroupToRoleInput!) {
  attachPermissionGroupToRole(input: $input) {
		role {
      id
      name
    }
  }
}

Using these variables:

{
  "input": {
    "permissionGroupId": 943,
    "roleId": 26
  }
}

Note that this is a temporary solution for assigning the permission to a role. The First Resonance team is actively working to make this permission assignment available in the user interface.