How Do I Use Advanced Workflows?

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

Enable 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.

• Click on your profile icon or initials in the top right corner and choose Settings from the dropdown menu.

• Within the Settings menu, click on the Admin Settings tab, then select the Features option.
  
• Toggle the switch next to Advanced Workflows.

Using Advanced Workflows

• Within the Settings menu, click on the Workflows & Fields tab, then select the desired workflow option (Job Workflows, Contact Workflows, or Work Order Workflows).
  • For this example, we will use Job Workflows, but the process is the same for Contact and Work Order Workflows.
    
• Click on the three dots to the right of the Workflow you wish to update and choose Edit from the menu.
• In the Edit Workflow window, there will now 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 and select Edit from the dropdown menu.
   
• Click on the This status is accessible to field and select your desired Access Profile(s) from the dropdown menu. 
  • Make sure to remove the All Profiles option from this field if you do not wish for all user to have access to the Status by clicking the "X" in the right corner of the Access Profile name.
• Click Save to save your changes to the Status.
• Once you have updated your Workflow's Statuses to include the desired Access Profiles, click the Update button at the top of the Workflow window to save your changes. 
  • If you do not select the Update button, your changes will not be saved.