WorkflowHero

Roles & Permissions

Control access levels and permissions for your team with granular role-based controls.

Understanding Roles

WorkflowHero uses a role-based permission system to control what users can do within an organization. Each role has a predefined set of permissions that automatically apply when assigned.

The Three Roles

Admin

Full organizational control

Create workflows
Edit workflows
Delete workflows
Manage folders
Invite members
Manage settings
View analytics

Member

Standard working permissions

Create workflows
Edit workflows
Manage folders
View analytics
Cannot delete workflows
Cannot invite members
Cannot manage settings

Viewer

Read-only access

View analytics
Cannot create workflows
Cannot edit workflows
Cannot delete workflows
Cannot manage folders
Cannot invite members
Cannot manage settings

Permission Details

Can Create Workflows

Ability to create new workflows from scratch or templates. Admins and Members have this permission.

Can Edit Workflows

Modify existing workflows, update stages, change assignees, and edit workflow settings. Admins and Members have this permission.

Can Delete Workflows

Permanently delete workflows. Only Admins have this permission to prevent accidental data loss.

Can Manage Folders

Create, rename, and organize folders for workflow organization. Admins and Members have this permission.

Can Invite Members

Send invitations to new team members and manage pending invitations. Only Admins have this permission.

Can Manage Settings

Configure organization settings, manage subscriptions, and control billing. Only Admins have this permission.

Can View Analytics

Access analytics dashboards, resource metrics, and usage reports. All roles have this permission.

Changing Member Roles

Admins can change member roles at any time:

  1. Navigate to Team Settings
  2. Find the member you want to update
  3. Click on their current role
  4. Select the new role
  5. Confirm the change

Permissions update immediately when a role is changed.

Audit Trail

All permission changes are logged with:

  • Who made the change
  • What changed (old role to new role)
  • When it happened
  • Why it was changed (optional notes)

Best Practice

Follow the principle of least privilege: only grant the minimum permissions needed for each team member to do their job effectively.