This article explains the permissions related to workflows in Factorial. Understanding how workflow permissions work is essential to ensure that the right people can create, edit, manage, and participate in automated processes within the platform.
Workflow permissions allow administrators to control who can configure workflows, who can be assigned as approvers, and who can view or manage workflow-related requests. Properly setting these permissions helps maintain data accuracy, security, and an efficient approval process across the organization.
Employees must be assigned to the corresponding permissions group for employee permissions to apply.
How to set up your Workflows permissions
- In your sidebar, go to Settings
- Click on Permissions
- Select the Workflows section
- Enable or disable permissions
- Click on Save changes
This permission does not allow you to select the scope; you cannot choose which users a person can perform an action on. It will be active for the whole company (inside this group of permissions).
Workflows permissions
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Assign employees to workflows
This permission allows the employees inside the specific group of permissions to assign employees to existing workflows, determining which employees are included in and affected by each workflow.The user must have permission to Edit workflows.
Learn more about the workflows here.
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Edit workflows
This permission allows the employees inside the specific group of permissions to create and edit workflows, enabling them to configure and modify automated processes within the platform.