RPA: access permissions

Author: Emily Walker

Last update: November 15, 2024.

You can configure RPA access permissions to prevent data loss and accidental modification of RPA workflows.

There are access permissions to stages, workflows, and items. Administrators have access to all actions whatever permissions are.

Workflows and stages

Edit workflow - when creating a new workflow, specify who can edit the workflow in the Access permissions section.

You can configure access to editing the workflow at any moment. Open the Actions menu and select Configure.

Delete workflow - users who have access permission to edit the workflow can also delete it. Workflows cannot be deleted if they have any items even completed.

You may get the You cannot delete a workflow containing items error when trying to delete a workflow.

In this case, switch to the Kanban tab and select a workflow you want to delete.

Note that you need to wait for a couple of seconds after deleting an item until the Cancel button disappears. Then you can delete the workflow.

Create items - when creating a workflow, you can specify users who can create workflow items in the Workflow start section.

Edit and delete items - users that have permission to create items can also edit and delete items.

Edit and delete comments - only the user who has added the comment can edit or delete it.

Was this information helpful?

Integration specialist assistance

That's not what I'm looking for

Complicated and incomprehensible text

The information is outdated

It's too short. I need more information

I don't like the way this tool works