Manage Workflow Builder access and permissions

Who can use this feature?
  • Workspace owners/admins and org owners/admins
  • Standard, Plus and Enterprise Grid subscriptions

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 subscriptions, 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 subscription, org owners and admins can set org policies to manage who can create workflows and manage access to certain workflow features. Org owners and Admins can also choose to disable Workflow Builder for their organisation.

 

Set Workflow Builder permissions

Standard and Plus subscriptions

Enterprise Grid subscription

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 access to workflow 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. Tick or untick the box. 
  6. Click Save

On the Enterprise Grid subscription, 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 Organisation settings.
  3. From the left sidebar, click  Settings. Then, select Organisation 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 who can create workflows and access to workflow features.

Set a workflow creation policy

  1. From your desktop, click your workspace name in the top left.
  2. Select Settings & administration from the menu, then click Organisation settings.
  3. From the left sidebar, click  Settings. Then, select Organisation policies.
  4. Click the Permissions tab. 
  5. Choose who can create workflows. If you select Any owner or admin or org owners and admins, you can tick the box next to Also include these specific users to select additional members from the drop-down menu.
  6. Click Save policy, then click Create policy to confirm. 

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


Set a workflow feature access policy

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

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

Tip: Tick the box next to Also include these specific users and groups to grant workflow creation permissions to specific workspace members or user groups along with owners and admins.

 

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 that you want 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 that 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.