What users with the Organisation Workflow Manager role can/cannot do
Organisation Workflow Manager is a role in the Organisation that is responsible for managing workflows and users within this Organisation.
The Account Owner or Administrator can assign the Organisation Workflow Manager role to users within this Organisation, or remove users from this role.
There can be multiple Organisation Workflow Managers within one Organisation.
| Can | Can't |
| 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 |
Disconnect software
|
| Activate workflows | Change Timezone／Currency／Financial year／Lock date |
| Restart workflows | See requests if they are not part of the approval workflow / if they are not Watchers |
| Select user Substitutes when workflow rules have been changed and the workflow is restarted | Assign roles to users other than the user role |
Export workflows to PDF
| Offboard users with a role other than the user role |
| View the workflow history | |
| See a list of users within the Organisation | |
| Invite new users and assign the user role (no other role) to them | |
| Offboard users who have the default user role | |
Connect the accounting software
| |
Connect additional software
| |
| Pull data from the connected software | |
| Receive email notifications if a workflow was edited, published or restarted (no matter who is the editor or publisher) | |
| Get assigned to any workflow-based role |
|
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