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Workflow Folder Permissions in Stack

Organizing your workflows efficiently is crucial in maintaining the integrity of your automated tasks. With Stack, you can control who has access to your workflow folders, ensuring only authorized users can view, create, or edit workflows.

Understanding Folder Permissions​

Folder permissions in Stack allow you to restrict access to folders containing important workflows. By setting permissions, you ensure that only users with the appropriate roles can make changes, keeping your workflows secure from unauthorized modifications.

How to Add Permissions to a Workflow Folder​

To manage who can access a workflow folder, follow these steps:

  1. Navigate to a Workflow Folder: Hover over an existing folder or create a new one.
  2. Access the Actions Menu: Click on the "Actions" drop-down button.
  3. Manage Permissions: Select "Manage Permissions" from the menu.
  4. Set User Access: Choose the user type and role that should have access to the folder and its workflows.

Important Considerations​

  • Viewing Workflow Lists: All users, regardless of their folder permissions, can view the list of workflows associated with a contact in the Contact Details Page.
  • Managing Contacts in Workflows: Users can add or remove contacts from any workflow, irrespective of folder permissions.

Access Levels by User Type and Role​

Here's a quick overview of what access is granted based on user roles:

  • Agency Admin: Full access to view, create, and edit workflows.
  • Agency User: Access as defined by the permissions set.
  • Account Admin: Typically granted comprehensive access alongside agency roles.
  • All Users: When set, all users can access the workflows in the folder.

What Users Without Access Will See​

Users who do not have the necessary permissions will not be able to view, create, or edit workflows within the restricted folder. They will only see the workflows they have permission to access.

By setting up folder permissions in Stack, you maintain control over your workflows, ensuring that only the right people have access to make changes. This feature is essential for keeping your automated processes running smoothly and securely.