Workflow folder permissions are only available on the Agency Pro Plan & above.
Restrict access to any folder containing workflows with Folder Permissions
Folders enable the structuring of content, while workflows streamline task automation. Countless hours are dedicated to crafting meticulously refined workflows, making it imperative to guard against unauthorized alterations.
By configuring folder permissions, individuals lacking access are restricted from viewing, creating, or modifying any workflows housed within. Thus, if folder permissions are designated for agency administrators, solely users holding the agency admin role retain the ability to view, create, and modify 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 their 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.
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 |