Manage Workflow Builder access and features
Workflow Builder offers a set of tools to automate routine processes in Slack. By default, all members (but not guests) can access Workflow Builder to create workflows.
What to expect
- Owners and admins can restrict access to Workflow Builder by choosing whether people have permission to create workflows. On Enterprise plans, Org Owners and Admins can disable Workflow Builder for their organization.
- On the Pro and Business+ plans, Workspace Owners and members with permission to manage apps can manage access to workflow steps and triggers.
- Owners and admins can manage access to additional workflow features.
Tip: Owners and admins can view all published workflows in their workspace or Enterprise organization and add themselves as workflow managers from the workflow dashboard.
Manage access to Workflow Builder
Pro and Business+ plans
Enterprise plans
By default, all members can create workflows. You can restrict workflow creation to owners and admins only, or allow access to certain people.
- From your desktop, click Admin in the sidebar.
- Select Workspace settings from the menu.
- Click the Permissions tab.
- Next to Publish Workflows, click Expand.
- Choose who can create workflows. If you select Any owner or admin, you can check the box next to Certain people and groups to grant access to specific members or user groups.
- Click Save.
If you remove someone's access to Workflow Builder, they will still be able to manage workflows they created before losing access.
By default, all members of an Enterprise org can create workflows. Org Owners and Admins can choose to disable Workflow Builder for their org, or set an org policy to choose which members can create workflows.
Enable or disable Workflow Builder
- From your desktop, click your organization name in the sidebar.
- Select Tools & settings from the menu, then click Organization settings.
- From the left sidebar, click Settings. Then select Organization settings.
- Next to Workflow Builder, select Enable or Disable. Then, click Enable or Disable to confirm.
Any workflows created before Workflow Builder was disabled will remain active and available for anyone to use. To prevent people from using a workflow, add yourself as a workflow manager and remove the workflow, or ask an existing workflow manager to unpublish or delete it.
Set an org policy for workflow creation
When Workflow Builder is enabled, Org Owners and Admins can set an org policy to manage who can create only standard workflows and who can create workflows.
- From your desktop, click your organization name in the sidebar.
- Select Tools & settings from the menu, then click Organization settings.
- From the left sidebar, click Settings. Then select Organization policies.
- Click the Permissions tab.
- Next to Publish Workflows, click Add Policy.
- Choose who can create workflows. If you select Any owner or admin or Org Owners and Admins, you can check the boxes next to Include all Regular Members of specific workspaces or Include certain people to grant permissions to workspaces or specific people.
- Click Save Policy, then click Create Policy to confirm.
Manage access to workflow steps and triggers
Workflows start from a trigger, and the steps that follow determine the actions a workflow can take. You can limit which steps (Slack-built, custom, or connector) and triggers your members can use in their workflows.
Edit who can use steps
Pro and Business+ plans
Enterprise plans
Workspace Owners and members with permission to manage apps can manage access to steps.
- From your desktop, click Admin in the sidebar.
- Select Apps and workflows from the menu to open the Slack Marketplace.
- Click Workflow steps, triggers & integrations in the left sidebar, then click the name of the step you'd like to manage.
- Click the three dots icon next to a step, then click Edit who can use this step.
- Select an option from the drop-down menu, then click Save.
- From your desktop, click your organization name in the sidebar.
- Select Tools & settings from the menu, then click Manage workflows.
- From the left sidebar, click Workflow steps & triggers, then then click the name of the steps you'd like to manage.
- Click the three dots icon next to a step, then click Edit who can use this step.
- Select an option from the drop-down menu, then click Save.
Edit who can use triggers
Pro and Business+ plans
Enterprise plans
Workspace Owners and members with permission to manage apps can manage access to Workflow Builder triggers.
- From your desktop, click Admin in the sidebar.
- Select Apps and workflows from the menu to open the Slack Marketplace.
- Click Workflow steps, triggers & integrations in the left sidebar, then click the Triggers tab.
- Click the three dots icon next to a trigger, then click Edit who can use.
- Select an option from the drop-down menu, then click Save.
- From your desktop, click your organization name in the sidebar.
- Select Tools & settings from the menu, then click Manage workflows.
- From the left sidebar, click Workflow steps & triggers, then select the Workflow triggers tab.
- Click the three dots icon next to a trigger, then click Edit who can use.
- Select an option from the drop-down menu, then click Save.
Note: Restricting a step or trigger will not remove it from existing workflows.
Manage additional workflow features
Owners and admins can also manage the following Workflow Builder features:
- Connector step visibility
- Workflow usage in Slack Connect
- Creating workflows that start with webhooks
- Downloading workflow form data
- Exporting workflows
Workflow Builder settings
Pro and Business+ plans
Enterprise plans
Follow the steps below to manage the ability to export workflows.
- From your desktop, click Admin in the sidebar.
- Select Workspace settings from the menu.
- Next to Export workflows, click Expand.
- Check or uncheck the box Workflow Managers can export workflows.
- Click Save.
Follow the steps below to manage default visibility for workflow steps and workflow exports.
- From your desktop, click your organization name in the sidebar.
- Select Tools & settings from the menu, then click Organization settings.
- From the left sidebar, click Settings. Then select Organization settings.
- Next to the Workflow Builder setting you'd like to manage, click Edit.
- Follow the prompts, then click Save.
Workflow Builder permissions
Pro and Business+ plans
Enterprise plans
Follow the steps below to manage workflow usage for Slack Connect, default visibility for workflow steps, starting workflows with webhooks, and downloading workflow form data.
- From your desktop, click Admin in the sidebar.
- Select Workspace settings from the menu.
- Click the Permissions tab.
- Click Expand next to the feature you'd like to manage access to, then check or uncheck the box.
- Click Save.
Set an org policy to manage starting workflows with webhooks and workflow form response downloads.
- From your desktop, click your organization name in the sidebar.
- Select Tools & settings from the menu, then click Organization settings.
- From the left sidebar, click Settings. Then select Organization policies.
- Click the Permissions tab.
- Next to the policy you'd like to set, click Add Policy.
- Follow the prompts and select Save Policy. Click Create Policy to confirm.
Who can use this feature?
- Workspace Owners/Admins and Org Owners/Admins
- Available on paid plans
