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 — no coding required. By default, all members (but not guests) can access Workflow Builder to create custom workflows.

What to expect


Manage access to Workflow Builder

Standard and Plus plans

Enterprise Grid plan

By default, all members of a workspace can create workflows. Workspace Owners and Admins can restrict access to certain people if they'd like: 

  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 the Permissions tab at the top of the page.
  4. Next to Workflow Creation, click Expand.
  5. Choose who can create workflows. If you select Any owner or admin, you can check the box next to Also include specific users and groups to grant access to specific members or user groups.
  6. Click Save.  

Note: If you remove members' access to Workflow Builder, they will still be able to manage workflows they created before losing access. 

By default, all members of an Enterprise Grid org can create workflows. Org Owners and Admins can choose to disable Workflow Builder for their org or set an org policy to manage which members of their org can access Workflow Builder. 

Note: If Workflow Builder is enabled and an org policy isn't set, Workspace Owners and Admins can choose to restrict creation for workspaces they manage. 

Enable or disable Workflow Builder

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.

Any workflows created before Workflow Builder was disabled will remain active and available for anyone to use. To prevent members from launching a workflow, add yourself as a collaborator and remove it, or ask an existing collaborator to do so.


Set an org policy for workflow creation

If Workflow Builder is enabled, Org Owners and Admins can set an org policy to manage who can create workflows:

  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 Policies.
  4. Click the Permissions tab. 
  5. Next to Workflow Creation, click Add Policy
  6. Choose who can create workflows. If you select Any owner or admin or Org Owners and Admins, you can check the box next to Also include these specific users to grant access to specific members.
  7. Click Save Policy, then click Create Policy to confirm. 

Manage workflow creation for a workspace

If an org policy for workflow creation has not been set, Workspace Owners and Admins can restrict workflow creation to certain members of their workspace: 

  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. If you select Any owner or admin, you can check the box next to Also include specific users and groups to grant access to specific members or user groups.
  6. Click Save


Manage access to workflow features

Owners and admins have the option to manage access to certain Workflow Builder features:

  • Creating workflows with webhooks
  • Downloading workflow form data as a CSV file
  • Using steps from apps in workflows

Standard and Plus plans

Enterprise Grid plan

  1. From your desktop, click your workspace name in the top left.
  2. Select Settings & permissions from the menu, then click Workspace settings
  3. Click the Permissions tab at the top of the page. 
  4. Click Expand next to the feature you'd like to manage access to. Then check or uncheck the box. 
  5. Click Save

Set a workflow feature access policy

Org Owners and Admins can set org policies to manage access to workflow 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 select Organization 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 feature access for a workspace

If an org policy for access to a workflow feature has not been set, Workspace Owners and Admins can determine access for workspaces they manage.

  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 any 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 add themselves as collaborators on any workflows in their workspace. As a collaborator on a workflow, you can edit the workflow's steps, and rename, unpublish, or delete it if you'd like. 

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.