Using FlowMattic User Based Workflows

FlowMattic introduced the User Based Workflows in the version 1.3.0. Here's how it works and what you can do with this feature.

What is User Based Workflow?

User based workflow is a workflow that has access to the site admin and the user who created or manage it. FlowMattic provides a custom user role with name FlowMattic - Workflow Manager, which you can assign to any user you want to give them access to creating and managing their own workflows.

Sharing Workflow Access

Site admins can share access to their workflow to any user they want to manage it for them. Also, admin have ability to revoke the access to any workflow user created. To give access to the workflow or change the user who has access to the workflow, you need to edit the workflow and open the settings sidebar for that workflow. You'll find a setting named Workflow Access, which shows the email of current user having access to the workflow. You can change it and enter any user email there to give access.

PS: The user email you're entering here need to have FlowMattic - Workflow Manager role assigned.

Once you share the access, the user can see this workflow in his workflows dashboard and can edit it as well.

Managing Integrations

The bigges concern with the user based workflows is that, users access to the integrations admin page. We have made it easy with two new options for site admins.

1. Allow Integration Page Access
   This option controls the user's access to the integration page. If you set it to "Yes", then users with the FlowMattic Workflow Manager role can also access the integrations admin page, install the new integrations, delete the installed integrations as well. You can set it to "No", if you don't want other users install or uninstall the integrations. Regardlesss of this setting, the admin user will always have access to the integrations page and they can perform all the actions for integrations.
   
   
2. Allow Integration Deletion
   If you have allows the access to the Integrations page to the FlowMattic Workflow Manager users, so they can install the integrations they need to complete their workflow, you can disable their ability to uninstall any installed integration. This way, users can install the integrations, but won't be able to uninstall them. It helps to keep other users workflows running smoothly if any user wants to delete any integration they are not going to use etc.
   

Since the integrations are installed in a separate directory, it is not possible to have each user install integrations only they need etc. All the installed integrations will be available to all the users.