Automated workflows permissions

Who can use this?

Plans:

  • Pro
  • Business
  • Enterprise

Use the table below as a reference for what you can do with automated workflows depending on your permission level.

 OwnerAdminEditorViewer
Create workflows with others as the recipient Included Included Not Included Not Included
Create alert-type workflows with yourself as the recipient Included Included Included Included
Edit existing workflows that others have created Included Included Not Included Not Included
Edit existing workflows that you've created Included Included Included Included
Delete workflows that others have created Included Included Not Included Not Included
Delete workflows that you've created Included Included Included Included

Permissions to create and receive approval requests

Use the following table as a reference for what you can do with approval requests for yourself and others based on sheet sharing permissions.

 OwnerAdminEditorCommenterViewerNot Shared
Create approval request rules Included Included* Not Included Not Included Not Included Not Included
Edit approval request rules Included Included* Not Included Not Included Not Included Not Included
Receive and take action on approval requests Included Included Included Included Included Included*

*You may need to adjust an additional setting to allow anyone with a valid email address to receive approval requests.

By default, only users with access to the sheet (collaborators) can receive notifications. If you want to send notifications to anyone with a valid email address on a sheet-level or plan-level, see the following help articles: