Flowingly has 4 standard user roles out of the box (What are user roles and permissions) but we understand that these may not satisfy certain access requirements. Users with Business Administrator privileges will be able to find a new "Roles" tab within the "Setup" page to create unique roles.
Add a Custom Role
To create a Custom Role first click on 'Add Role'. Then provide a name and description of the role and select the permissions which this new Role requires. Once the options have been chosen, select 'Add Role'.
Once added your Custom Role will now appear when editing a User's profile.
Permissions
There are 37 different options available to configure your custom roles:
Analytics
Access - Can Access the Dashboard and Analytics pages (Enterprise only).
Flow
Start on behalf - Can start Flows on behalf of other Users.
Flow Models
Bulk Import - Can bulk import Flow Models into the Library, if feature is enabled.
Create - Can create Flow Models. Can edit, publish, and delete Flow Models they created.
Delete - Can delete Flow Models.
Publish - Can publish all Flow Models.
Flow Models - Owner
Candidate - Can be selected as a Flow Model owner.
Edit - Can select report owners for Flow Models.
Flows
Cancel - Can cancel Flows.
Start - Can start Flows.
Step Reassignment - Can reassign active Flow Steps.
Flows - Access
All - Can access all Flows regardless of confidentiality.
Non-confidential - Can access all non-confidential Flows.
Library
Access - Can Access the Library page.
Public API
Access - Can access the Reports page.
Setup - Categories
Access - Can access the Categories tab of the Setup page.
Setup - Databases
Access - Can access the Databases tab of the Setup page.
Setup - Roles
Access - Can access the Roles tab of the Setup page.
Add - Can add Roles.
Delete - Can delete Roles.
Edit - Can edit Roles from the Roles tab of the Setup page.
Setup - Teams
Access - Can access the Teams tab of the Setup page.
Setup - Users
Access - Can access the Users tab of the Setup page.
Edit Role - Can edit a User's Roles.
Invite - Can invite new Users.
Steptask
Cancel - Can cancel Steptasks.
Reassign - Can reassign Steptasks.
View - Can see Steptasks assigned to other Users.
Support
Access - Can see 'Contact Support' links.
Tenants
Access - Can switch into tenant Businesses.
To Do
Access - Can access the Flows To Do page.
Webhooks
Skip Processing - Can skip waiting for Webhooks to complete.