Access Group Set: Automations

Overview

This access group set allows you to control which users can access the Automations platform and manage its integrations, workflows, and KPIs.

Account Administrators do not have access to the Automations platform by default and must be added to a custom Access Group with these permissions checked.

Note: This Access Group set does not control access to integration platforms and tools on external URLs—such as M-Bridge, Kantata Connect, and Smart Upload Manager—which have their own permission controls. Additionally, Account Administrators can manage the Salesforce and QuickBooks integrations.

Platform Access

View platform—If checked, members of this group can access the Automations platform (i.e. see the Automations link in the left navigation). This permission must be checked for all other permissions to work.
View activity—If checked, members of this group can access the Activity tab in the Automations platform.

Integrations Management

Integrations

View integrations—If checked, members of this group can access the Integrations and Connections tabs in the Automations platform.
Configure integrations—If checked, members of this group can select the Configure button for connections in the Connections tab and modify the connection to third party systems.

Scenarios

View scenarios—If checked, members of this group can select the Configure button for integrations in the Integrations tab, where they can view the scenarios for an integration.
Manually run scenarios—If checked, members of this group can select the Sync button for scenarios, which runs that scenario.
Activate and deactivate scenarios—If checked, members of this group can activate and deactivate integration scenarios.
Configure scenarios—If checked, members of this group can modify scenario sync schedules, scenario configuration options, integration options, and mapping tables (via the Edit and Application Configuration buttons in the Scenarios page).

Workflows Management

Standard Workflows

View standard workflows—If checked, members of this group can access the Standard subtab in the Workflows tab in the Automations platform.
Activate and deactivate basic workflows—If checked, members of this group can activate and deactivate standard workflows.
Configure standard workflows—If checked, members of this group can select the Configure button for standard workflows, where they can modify the workflow’s configuration options.
Manually run standard workflows—If checked, members of this group can select the Sync button for standard workflows, which runs the workflow.

Workflow Studio

View custom workflows—If checked, members of this group can access the Studio subtab in the Workflows tab in the Automations platform.
Activate and deactivate custom workflows—If checked, members of this group can activate and deactivate custom workflows.
Configure custom workflows—If checked, members of this group can edit workflows, edit the details of custom workflows, and delete custom workflows.
Create custom workflows—If checked, members of this group can create new custom workflows using the Workflow Studio.

Warning: Custom workflows can be configured to modify or delete any data. We recommend limiting who has permission to create or configure custom workflows.

Manually run custom workflows—If checked, members of this group can select the Sync button for custom workflows, which runs that workflow.