It should be possible to give different levels of access to Workflows.
I would like to be able to give my reps access to view workflows, but not edit them. Some reps I would want to give edit access, but not access to run them.
My ideal scenario would be:
READ:
- See workflows
WRITE:
- Edit non-live workflows
REVIEW:
- Edit, review, and run all workflows
Agreed - the export pdf of WF feature does help with this. Users who need READ only access need to be able to click into referenced email templates etc… to verify accuracy.
Publish/Write/Read permissions like applied to marketing functions would be great here. In my organizations, I’d like everybody to be able to read, a few be able to write and create new workflows, and only an even fewer number being able to actually turn workflows on.
We actually need greater granularity than is covered in the point above. The key thing missing is we need to separate the ability to create/edit workflows and to run workflows.
Editing a workflow is high risk as it is easy to change bahaviour and relatively hard to test against, for example, a we bsite with multiple forms.
However, we want lots of people to be able to run workflows but don’t have to be able to create and edit them.
Being able to assign workflow permissions or to have some control over them would be extremely helpful. It would let managers control their teams’ workflows without potentially changing others.
This is important. Its useful seperately viewing, editing and publishing EMAILs. The same should be availble for workflows. Particularly with the risk of turning of bulk enrollment for sequencing but being able to by pass that with Workflow permissions on - Enroll in a sequence.
Hi @mfoldager @hublerRS @rvzello @JasonTisdall @VL1 @toddfrankland1, I created another request here that I hope is easier to find via search engines and which has more detail. Could you upvote? https://community.hubspot.com/t5/HubSpot-Ideas/Workflow-draft-permissions-workflow-publish-permissions/idi-p/729339
Hi
The current permissions of workflows (view, edit, delete) doesn’t make a lot of sense to bigger organizations. A user can either do everything or nothing. Not every user should be able to create custom code actions, send webhooks, deleting contacts, create records, set/clear property values etc. in workflows.
I want to be able to give my users access to workflows to send automated emails (lead nurturing) without having to worry about them messing up with our HubSpot portal.
Hi @KGoethals, I’ve got great news for you. We’ve prioritized adding more granular workflow permissions. Specifically, we will be launching “manually enroll” and “publish” permissions. You can learn more details in this product update. I’ll keep you posted on progress, but we’re hoping to get this out in the next ~3ish months.
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Hi HubSpot community! I’m Claire, an automation product manager at HubSpot, and I’m happy to share that we have prioritized more granular workflow permissions. It’s a little bit different from what you have suggested, but should solve the same problems. This is what we’re planning to develop:
Publish: Users with this permission will be able to turn on a workflow so that it can begin triggering and executing.
**Manually Enroll: **Users with the “manual enroll” permission are able to manually trigger a workflow. This includes, but is not limited to:
You can learn more from the product update and I’ll continue to share progress. We’re hoping to get this live in 3ish months.
Hi everyone! My name is Hallie and I’m a Program Manager on our CXM Team. Our product team confirmed that more granular workflow permissions are currently in development, so keep an eye out for future updates on its release here!
Hello! This is now in public beta. You can opt your account into the beta via this link. Please continue to leave feedback here for our product teams as you try out the new workflow permissions. We hope you enjoy!
This is now live!