Manage Workflow Builder access and permissions

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

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

  • On the Standard and Plus plans, Workspace Owners and Admins can restrict workflow creation to certain members, decide whether members can create workflows using webhooks, and choose whether members can download workflow form data.
  • On the Enterprise Grid plan, Org Owners and Admins can set org policies to manage who can create workflows and manage access to certain workflow creation features. Org Owners and Admins can also choose to disable Workflow Builder for their organization.

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

 

Set Workflow Builder permissions

Standard and Plus plans

Enterprise Grid plan

Restrict workflow creation

Workspace members can create workflows by default. To restrict access to certain members, follow these steps:

  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 Creation, 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.


Manage workflow creation features

By default, members with permission to create workflows can create workflows using webhooks and download workflow form data. Follow the steps below to manage access to these features: 

  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 the feature you want to manage access to, click Expand
  5. Check or uncheck the box. 
  6. Click Save

On the Enterprise Grid plan, Org Owners and Admins can choose to disable Workflow Builder for their org and set org policies to manage the following permissions for all workspaces:

Note: If Workflow Builder is enabled and a workflow creation org policy isn't set, all members (except guests) will be able to create workflows. However, individual Workspace Owners or Admins can choose to restrict creation to certain members of their workspaces.

Manage access to Workflow Builder for your org

To enable or disable Workflow Builder for your org, follow the steps below: 

  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, select Enable or Disable. Then, click Enable or 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, add yourself as a collaborator and remove them (or ask an existing collaborator to do so).


Set an org policy for Workflow Builder

If Workflow Builder is enabled, Org Owners and Admins can set org policies to manage workflow creation permissions and access to workflow creation features.

  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 Organization Policies.
  4. Next to the policy you'd like to set, click Add Policy
  5. Follow the prompts and select Save Policy. Click Create Policy to confirm.

Note: Workspace Owners and Admins will not be able to manage workflow permissions for their workspace if an org policy has been set.


Manage Workflow Builder permissions for a workspace

If Workflow Builder is enabled and org policies for workflow creation and feature access have not been set, Workspace Owners and Admins can manage permissions for their workspaces. 

  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 the Workflow Builder permission you'd like to manage, click Expand
  5. Make any changes you'd like, then click Save

 

View published workflows

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

Note: It's not currently possible for Org Owners and Admins to view all workflows created in an Enterprise Grid org. To see all workflows in a workspace, you need to be an Owner or Admin of that workspace.

  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

Workspace Owners and Admins can also edit, unpublish, or remove workflows from Slack if they are 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 notify existing collaborators when you add yourself as a collaborator on a workflow.

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.

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

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

  • On the Standard and Plus plans, Workspace Owners and Admins can restrict workflow creation to certain members, decide whether members can create workflows using webhooks, and choose whether members can download workflow form data.
  • On the Enterprise Grid plan, Org Owners and Admins can set org policies to manage who can create workflows and manage access to certain workflow creation features. Org Owners and Admins can also choose to disable Workflow Builder for their organization.

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

 

Set Workflow Builder permissions

Standard and Plus plans

Enterprise Grid plan

Restrict workflow creation

Workspace members can create workflows by default. To restrict who can create workflows, follow these steps:

  1. From your desktop, click your workspace name in the top left.
  2. Select Settings & administration from the menu, then click Workspace settings.
  3. Click Permissions.
  4. Next to Workflow Creation, 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.


Manage workflow creation features

By default, members with permission to create workflows can create workflows using webhooks and download workflow form data. Follow the steps below to manage access to these features: 

  1. From your desktop, click your workspace name in the top left.
  2. Select Settings & administration from the menu, then click Workspace settings
  3. Click Permissions
  4. Next to the feature you want to manage access to, click Expand
  5. Check or uncheck the box. 
  6. Click Save

On the Enterprise Grid plan, Org Owners and Admins can choose to disable Workflow Builder for their org and set org policies to manage the following permissions for all workspaces:

Note: If Workflow Builder is enabled and a workflow creation org policy isn't set, all members (except guests) will be able to create workflows. However, individual Workspace Owners or Admins can choose to restrict creation to certain members of their workspaces.

Manage access to Workflow Builder for your org

To enable or disable Workflow Builder for your org, follow the steps below: 

  1. From your desktop, click your workspace name in the top left.
  2. Select Settings & administration from the menu, then click Organization settings.
  3. From the left sidebar, click  Settings. Then, select Organization Settings.
  4. Next to Workflow Builder, select Enable or Disable. Then, click Enable or 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, add yourself as a collaborator and remove them (or ask an existing collaborator to do so).


Set an org policy for Workflow Builder

If Workflow Builder is enabled, Org Owners and Admins can set org policies to manage workflow creation permissions and access to workflow creation features.

  1. From your desktop, click your workspace name in the top left.
  2. Select Settings & administration from the menu, then click Organization settings.
  3. From the left sidebar, click  Settings, then Organization Policies.
  4. Next to the policy you'd like to set, click Add Policy
  5. Follow the prompts and select Save Policy. Click Create Policy to confirm.

Note: Workspace Owners and Admins will not be able to manage workflow permissions for their workspace if an org policy has been set.


Manage Workflow Builder permissions for a workspace

If Workflow Builder is enabled and org policies for workflow creation and feature access have not been set, Workspace Owners and Admins can manage permissions for their workspaces. 

  1. From your desktop, click your workspace name in the top left.
  2. Select Settings & administration from the menu, then click Workspace settings.
  3. Click Permissions.
  4. Next to the Workflow Builder permission you'd like to manage, click Expand
  5. Make any changes you'd like, then click Save

 

View published workflows

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

Note: It's not currently possible for Org Owners and Admins to view all workflows created in an Enterprise Grid org. To see all workflows in a workspace, you need to be an Owner or Admin of that workspace.

  1. From your desktop, click your workspace name in the top left.
  2. Select Tools from the menu, then click Workflow Builder.
  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

Workspace Owners and Admins can also edit, unpublish, or remove workflows from Slack if they are a collaborator. 

Add yourself as a collaborator

  1. From your desktop, click your workspace name in the top left.
  2. Select Tools from the menu, then click Workflow Builder.
  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 notify existing collaborators when you add yourself as a collaborator on a workflow.

Manage a workflow

  1. From your desktop, click your workspace name in the top left.
  2. Select Tools from the menu, then click Workflow Builder.
  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.