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. This permission is in the EmbeddedWorkflowBuilder permission group.

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

Navigate to the Settings page in ION:

Click on Organization:

Click on Members:

Click on Roles:

Locate the Role that you want to add the permission to then click on the green up arrow next to the name of the role.

Click on the EmbeddedWorkflowBuilder checkbox to enable the permission for the role.

Repeat these steps to enable the permission for all applicable roles.