Permission Types
There are three types of permissions that can be granted for each project:
- Read
- Write
- Execute
Each permission determines the actions a user can perform in that particular project.
Read
The read permission allows users to only view the assigned projects and the project assets.
Example
Let's say Tenant Demo has 3 projects: Project 1, Project 2, and Project 3. The tenant admin created a 'Read Only' custom role with only read access for Project 1 and Project 2.
When User A is assigned the 'Read Only' role, they can view only Project 1 and Project 2 in the Projects dashboard (They won't see Project 3 as it is not added under the 'Read Only' role).
Given below is the table of operations user A can and cannot perform as per the 'Read Only' role settings.
User A Can | User A Cannot |
---|---|
View only Project 1 and Project 2 in the Projects dashboard | Modify Project 1 or Project 2 |
View the Workflows created under Project 1 and Project 2. | Create, update, delete, or execute any of the Workflows in Project 1 and Project 2. |
Write
When you grant the 'Write' permission for a project, the 'Read' and 'Execute' permissions too are granted by default. Because of this, the 'Write' permission allows users to read, create, update, delete, and execute all assets of the assigned project.
Example
Let's say Tenant Demo has 3 projects: Project 1, Project 2, and Project 3. The tenant admin created a 'Write' custom role with the 'Write' permission for Project 3 . As per the default settings, the 'Read' and 'Execute' permissions too are added for the 'Write' role automatically.
When User B is assigned the 'Write' role, they can view only Project 3 in the Projects dashboard (They won't see Project 1 and Project 2 as they are not added under the 'Write' role).
Given below is the table of operations user B can and cannot perform as per the 'Write' role settings.
User B Can | User B Cannot |
---|---|
View and edit only Project 3 in the Projects dashboard | Note: Since the 'Write' permission by default adds 'Read' and 'Execute' permissions, users can perform all operations in the assigned project. |
View, create, update, delete, and execute the Workflows in Project 3. |
- You can optionally deselect the checkbox for 'Execute' permission after adding the 'Write' permission. If you do so, you won't be able to execute any of the project Workflows, Flow services, APIs, or Connectors available under that project.
- You cannot manually remove the 'Read' permission from a project as long as the 'Write' permission stays assigned to it.
Execute
The execute permission allows users to only execute the Workflows, Flow services, and APIs available in the assigned project. However, users can't view or modify the assigned project or project assets.
Example
Let's say Tenant Demo has 3 projects: Project 1, Project 2, and Project 3. The tenant admin created a 'Execute Only' custom role with the 'Execute' permission for Project 2.
When User C is assigned the 'Execute Only' role, they cannot view Project 1 and Project 3 (since they are not added under the role) and Project 2 (since they don't have the 'Read' permission for that project) in the Projects dashboard. They can only execute the Workflows available under Project 2.
Given below is the table of operations user C can and cannot perform as per the 'Execute Only' role settings.
User C Can | User C Cannot |
---|---|
Execute workflows in Project 2 only via webhook | View any projects in the Projects dashboard |
- The default project is always accessible to only those users who have read and write permissions.
- If users have the 'Read' permission along with the 'Execute' permission for a project, only then can they manually execute Workflows or Flow services under that project.