How to manage workflow permissions
Cassidy provides flexible options for managing access and permissions for your Workflows, ensuring that team members have access to the tools they need while maintaining security and control.
You can manage Workflow permissions by organizing them into folders with different access types or by updating permissions directly when editing a Workflow.
Managing permissions from the Workflows page
Create workflow folders: You can also manage access to workflows by organizing them into folders. When creating a folder, you can choose between three access types:
Team can edit: Anyone in your organization can edit
Team can view: Anyone in your organization can view but not edit
Restricted: Only select people and groups can access
*For more information on creating workflow folders, please refer to the article on creating workflow folders.
Update folder permissions: To modify the permissions for a workflow folder:
Open folder sharing options: Find the folder you want to modify and click the "..." to open up the options. Then, click "Share".
Adjust the access type: If needed, change the access type between "Team can edit", "Team can view", and "Restricted".
Add or remove people and groups: If you have selected "Restricted" access, you can add or remove specific people or groups who should have access to the folder. To add people, simply start typing their names or email addresses, and select them from the list. For each person or group you add, you can set granular permissions by selecting either "Can edit" or "Can view" to control their level of access to the folder. To add or remove groups, refer to the article on creating and managing groups for more information.
Save changes: After making the necessary modifications, click the "Save" button to apply the changes to the folder's permissions.
Make Workflows private: To make a Workflow private, you can drag and drop it into the private section or any private folders you have.
Managing permissions directly from the Workflow editor
You can also update Workflow permissions directly when editing a Workflow:
Open the Workflow editor: Navigate to the Workflow you want to modify and click on the "Edit Workflow" tab.
Access sharing options: Click the "..." (more options) ellipsis menu and under "Sharing", click "Organize & Share Workflow".
Create folders (optional): A modal will open where you can optionally create folders directly in Team or Private sections by entering a workflow folder name and selecting the general access options.
Select Workflow location: Choose where to save the Workflow - Team, Private, or one of the folders within them.
Save changes: Click "Save" to apply the permission changes.