With folder permissions users without access, won't be able to see, create and edit any workflows within that folder. So, if the folder permissions are set to agency admin, then only users with the agency admin role can see, create and edit workflows.
1 min read228 words2 explained imagesUpdated Fri, 2 Sep, 2022 at 4:00 AM
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Workflow folder permissions is only available on the Agency Pro Plan & above.
Restrict access to any folder containing workflows with Folder Permissions
Folders allow you to organize content and workflows allow you to automate tasks. You spend hours putting together battle-tested workflows, the last thing you want is unauthorized changes. With folder permissions users without access, won't be able to see, create and edit any workflows within that folder. So, if the folder permissions are set to agency admin, then only users with the agency admin role can see, create and edit workflows.
How-to Add Folder Permissions Within a Workflow Folder
Hover over or create a Workflow folder> Click on the "Actions" drop-down button >Manage Permissions> Select User Type & Role who will have access to this folder and workflows.
Please Note:
All users regardless of thier folder permissions will still be allowed to view the list of workflows the contact belongs to inside the Contact Details Page. Users will also have the ability toadd / remove contacts to/ from any Workflow.
How-to Add Folder Permissions Within a Workflow Folder (image 1 of 2)What this shows All users regardless of thier folder permissions will still be allowed to view the list of workflows the contact belongs to inside the…What this showsIllustrates the "How-to Add Folder Permissions Within a Workflow Folder" section of "Workflow Folder Permission".This animation appears in the "How-to Add Folder Permissions Within a Workflow Folder" section of "Workflow Folder Permission". The text alongside this image reads: All users regardless of thier folder permissions will still be allowed to view the list of workflows the contact belongs to inside the Contact Details Page. Users will also have the ability to add / remove contacts to/ from any Workflow. Immediately after, the guide continues: Folder Permission is set to Access granted for Agency Admin Only Agency Admin Agency User Agency Admin & Agency User Account Admin Agency Admin, Agency User, & Account Admin All All Users.Image 1 of 2What this coversAll users regardless of thier folder permissions will still be allowed to view the list of workflows the contact belongs to inside the Contact Details Page. Users will also have the ability to add / remove contacts to/ from any Workflow.
Buttons and menus referencedWorkflow folder>ActionsManage PermissionsUser Type & Roleregardless of thier folder permissionsadd / removeto/ from
Next stepFolder Permission is set to Access granted for Agency Admin Only Agency Admin Agency User Agency Admin & Agency User Account Admin Agency Admin, Agency User, & Account Admin All All Users
What Access is Granted by User Type and Role?
Folder Permission is set to
Access granted for
Agency Admin
Only Agency Admin
Agency User
Agency Admin & Agency User
Account Admin
Agency Admin, Agency User, & Account Admin
All
All Users
What a User Without Access Will See
What a User Without Access Will See (image 2 of 2)What this shows Folder Permission is set to Access granted for Agency Admin Only Agency Admin Agency User Agency Admin & Agency User Account Admin Agency…What this showsIllustrates the "What a User Without Access Will See" section of "Workflow Folder Permission".This screenshot appears in the "What a User Without Access Will See" section of "Workflow Folder Permission". The text alongside this image reads: Folder Permission is set to Access granted for Agency Admin Only Agency Admin Agency User Agency Admin & Agency User Account Admin Agency Admin, Agency User, & Account Admin All All Users.Image 2 of 2What this coversFolder Permission is set to Access granted for Agency Admin Only Agency Admin Agency User Agency Admin & Agency User Account Admin Agency Admin, Agency User, & Account Admin All All Users
Frequently asked questions
What Access is Granted by User Type and Role?
Folder Permission is set to Access granted for Agency Admin Only Agency Admin Agency User Agency Admin & Agency User Account Admin Agency Admin, Agency User, & Account Admin All All Users
