Custom Workflows permission allows admins to give specific employees admin access to the Workflows tool.
Learn how to configure custom role admin permissions in Set Up Custom Role Admin Permissions.
Company-wide permissions
The Cpmany-wide Workflows permission allows custom role owners to manage the Workflows section of Lattice for all users.
Permissions include:
- View workflow templates
- Allow role members to view workflow templates
- Edit workflow templates
- Allow role members to create new workflow templates and edit existing templates
- View workflows
- Allow role members to view workflows
- Edit a workflow
- All role members to cancel an individual workflow, reassign approvers, and edit/cancel tasks
Custom role owner view
The custom role owner will have an admin page they can access by navigating to Admin at the bottom left of their Lattice homepage. Within the Admin page, they will only see the Workflow section and their specifically selected permissions.