Manage Workflow Builder access and permissions

Who can use this feature?
  • Org Owners/Admins and Workspace Owners/Admins
  • Standard, Plus, and Enterprise Grid plans

Workflow Builder offers a set of tools to automate routine processes into workflows in Slack. By default, all members (but not guests) of a workspace can create workflows. 

  • On the Standard and Plus plans, Workspace Owners and Admins can restrict workflow creation to certain members.
  • On the Enterprise Grid plan, Org Owners and Admins can disable Workflow Builder for their organization, or set an org policy to determine which workspace members can create workflows.

Note: The data collected by workflows is not currently encrypted through Slack Enterprise Key Management (EKM).

 

Set Workflow Builder permissions

Standard/Plus plans

Enterprise Grid plan

On the Standard and Plus plans, Workspace Owners and Admins can choose to restrict workflow creation.
  1. From your desktop, click your workspace name in the top left.
  2. Select Administration, then Workspace settings from the menu.
  3. Click Permissions.
  4. Next to Workflow Builder, click Expand.
  5. Choose who can create workflows.
  6. Click Save.

Note: If you revoke a member’s permission to create workflows, they will still be able to manage workflows they created before losing permission.

On the Enterprise Grid plan, Org Owners and Admins can choose to disable Workflow Builder for their organization, set an org policy to determine who can create workflows, or allow Workspace Owners and Admins to manage access for their workspaces.

If an org policy isn't set for Workflow Builder, all members (except guests) will be able to create workflows, unless individual Workspace Owners or Admins choose to restrict creation to certain members.

Disable Workflow Builder

  1. From your desktop, click your workspace name in the top left.
  2. Select Administration, then Organization settings from the menu.
  3. From the left sidebar, click  Settings. Then, select Organization Settings.
  4. Next to Workflow Builder, click Disable.
  5. Select Disable to confirm.

Note: Any workflows created before Workflow Builder was disabled will remain active and available  for anyone to use. To prevent members from launching workflows, ask collaborators on the workflows to remove them.


Set an org policy

When you set an org policy for Workflow Builder, individual Workspace Owners and Admins will be unable to manage workflow creation permissions for their workspaces.

  1. From your desktop, click your workspace name in the top left.
  2. Select Administration, then Organization settings from the menu.
  3. From the left sidebar, click  Settings. Then, select Organization Policies.
  4. Next to Workflow Builder, click Add Policy.
  5. Choose who can create workflows. 
  6. Click Save Policy, then select Create Policy to confirm.

Set access for a workspace

If Workflow Builder is enabled and not restricted at the org level, every Workspace Owner and Admin in an Enterprise Grid org can manage workflow creation access for their workspace(s).

  1. From your desktop, click your workspace name in the top left.
  2. Select Administration, then Workspace settings from the menu.
  3. Click Permissions.
  4. Next to Workflow Builder, click Expand.
  5. Choose who can create workflows. 
  6. Click Save.

 

View published workflows

Owners and Admins can view all published workflows created by members of their workspace. 

Note: It's not currently possible to view all of the workflows created across workspaces in an Enterprise Grid org.

  1. From your desktop, click your workspace name in the top left.
  2. Select Workflow Builder from the menu.
  3. At the top of the screen, click the All Published Workflows tab.
  4. Next to the workflow you’d like to view, click the   three dots icon. Then, select View.

 

Manage published workflows

Owners and Admins can also edit, unpublish, or remove workflows from Slack. To manage a workflow, you must be a collaborator.

Add yourself as a collaborator

  1. From your desktop, click your workspace name in the top left.
  2. Select Workflow Builder from the menu.
  3. At the top of the screen, click the All Published Workflows tab.
  4. Next to the workflow you’d like to manage, click the three dots icon.
  5. Select Edit, then click Add Me to become a collaborator.

Note: Slackbot will send all collaborators on a workflow a message when you add yourself.

Manage a workflow

  1. From your desktop, click your workspace name in the top left.
  2. Select Workflow Builder from the menu.
  3. At the top of the screen, click the Your Workflows tab.
  4. Next to the workflow you need to manage, click the   three dots icon.
  5. Select an option from the menu, then save your changes or confirm the action.

Tip: If the only collaborator on a workflow leaves your workspace, any Workspace Owner or Admin can add themselves as a collaborator to manage it.