How Do I Use Advanced Workflows?

Advanced Workflows allow you to customize which access profiles can view designated workflows.

Enable Advanced Workflows

• Click on your profile icon or initials in the top right corner
• Choose Settings from the drop-down menu
• Within the Settings menu, open the Features tab
• Toggle the switch next to Advanced Workflows

Enabling this feature will allow you to limit which team members have permission to move records to selected Statuses, based on their assigned Access Profile.

Using Advanced Workflows

• In your Settings, open the desired Workflow tab from the menu on the left-hand side.
• Click on the three dots to the right of the Workflow you wish to update.
• Choose Edit from the menu.

For this example, we will use Contact Workflows, but the process is the same for Job and Work Order Workflows.

In the Edit Workflow window, there will be a new column for Access Profiles.

To update which Access Profile has permission to interact with a specific Status:

• Click on the three dots to the right of the Status.
• Select Edit from the drop-down menu.
• Type the Access Profile(s) into the "This status is accessible to:" field.

To remove a Profile from the Status, click on the "X" next to the Access Profile in the field.