Roles & Permissions
The platform uses role-based access control (RBAC) with three roles. Each role grants a specific set of permissions.
Roles
Admin
Full access to everything, including team management.
- Create, edit, and delete workflows
- Run and monitor executions
- Create, edit, and delete connections
- Manage team members and settings
- Invite new members
Editor
Can create and modify workflows, but cannot manage connections or team settings.
- Create, edit, and delete workflows
- Run and monitor executions
- View and use existing connections (but not create or modify them)
Viewer
Read-only access to workflows and executions.
- View workflows and their configurations
- View execution history and results
- Cannot make any changes
Permission Matrix
| Action | Admin | Editor | Viewer |
|---|---|---|---|
| View workflows | Yes | Yes | Yes |
| Create/edit/delete workflows | Yes | Yes | - |
| View executions | Yes | Yes | Yes |
| Run/cancel executions | Yes | Yes | - |
| View connections | Yes | Yes | - |
| Create/edit/delete connections | Yes | - | - |
| Manage team members | Yes | - | - |
| Access team settings | Yes | - | - |
Best Practices
- Use Viewer for stakeholders who need to see workflow results but shouldn't modify anything
- Use Editor for workflow builders who create and test workflows
- Limit Admin access to people who need to manage connections and team members
- Connections often contain sensitive credentials — restricting creation to Admins keeps them secure