Organisation Workflow Manager is a role that is responsible for managing workflows and users in this Organisation.
The Account Owner or Organisation Administrator can assign the role to users in this Organisation, or remove users from this role.
There can be multiple Organisation Workflow Managers in one Organisation.
Can do | Can't do |
See workflow(s) | Change the Organisation's name |
Edit workflow steps (including the Auto-Approval step) | Edit the 2FA settings |
Edit workflow settings | Delete the Organisation |
Copy workflows |
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Activate workflows | Change the time zone／currency／financial year／lock date |
Restart workflows | See requests even if they're not part of the approval workflow or Watchers |
Select user Substitutes when workflow rules have been changed and the workflow is restarted | Assign roles other than the user role |
Export workflows to PDF | Offboard users with a role other than the user role |
View the workflow history |
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See a list of users in the Organisation |
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Invite new users and assign the user role (no other role) to them |
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Offboard users who have the default user role |
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Connect the accounting software |
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Connect additional software |
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Pull data from the connected software |
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Receive email notifications if a workflow was edited, published or restarted (no matter who is the editor or publisher) |
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Get assigned to any workflow-based role |
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