Who can build a Flow? What are the permissions for the Flow Module?
The table below should provide clarity to roles within your organization as relates to Flows. Please contact an Admin within your organization if you do not currently have the right permissions for your role.
Flows Section | If Juan is an... |
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| Admin | Flow Editor | Normal User |
Tasks in Flows |
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Can the user be assigned a task in a flow? | Yes | Yes | Yes |
Flow instances: e.g. "Invoice - 3345 - InterAssign" - in "Paying Invoices" flow |
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Can see instances they are a member of | Yes | Yes | Yes |
Can see instances they are not a member of | Yes | No | No |
Flow building |
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Can build / edit | Yes | Yes | No |