Permissions for Workflows and Workflow Access Groups

Before getting started, make sure the appropriate users have the correct permissions assigned to them in order to create and configure Workflows and Routing rules, as well as Workflow Access Groups.

1. Navigate to Settings > Users & Permissions > Roles.
2. Select next to the role of the user(s) that requires Workflow and Workflow Access Group permissions.
3. Click the MSP Company Management section to expand it's options.
4. Select Configure Workflow Rules and Configure Workflow Access Groups, and save the role to apply the permissions.

Now all users with the updated roles have permissions to create Workflow Access Groups and configure Workflows and Routing Rules.

What would you like to do?

• Create Workflow Access Groups
• Create Workflows and Routing Rules
• Learn more about Workflow Conditions and Actions
• View common use-cases for Workflows
• Learn about the Assign Technician Action