Restrict Access to Workflow Folders with Folder Permissions

Introduction

To maintain the integrity of your workflows and prevent unauthorized alterations, it is essential to restrict access to folders containing workflows. Folder permissions allow you to control who can see, create, and edit workflows in a specific folder.

Setting Up Folder Permissions

Step-by-step Guide to Adding Folder Permissions

1. Locate or Create a Workflow Folder: Find the workflow folder you want to secure or create a new one.

2. Access the Actions Menu: Hover over the workflow folder and click on the "Actions" drop-down button.

3. Manage Permissions: Select the "Manage Permissions" option from the drop-down menu.

4. Select User Type & Role: Choose the user type and role that should have access to this folder and its workflows.

Note:

• All users, irrespective of their folder permissions, can view the list of workflows a contact belongs to on the Contact Details Page.

• Users retain the ability to add or remove contacts from any workflow.

Understanding Access Levels

Access Levels Based on User Type and Role

Folder Permission 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 Happens When a User Lacks Access?

Users without the necessary permissions will not be able to see, create, or edit any workflows within the restricted folder. This ensures that only authorized individuals with the appropriate role can make changes, preserving the integrity of your workflows.

Conclusion

Setting up folder permissions is a crucial step in securing your workflows and preventing unauthorized access. By defining user roles and restricting access accordingly, you can ensure that only the right individuals have the ability to modify workflows, helping to maintain a secure and efficient system. Ensure to educate your team on the permissions set to avoid confusion and foster a collaborative yet secure working environment.