Legacy roles

Use the following endpoints to manage legacy roles in an Embedded customer workspace.

Refer to the Developer API Legacy roles documentation to manage legacy roles in the admin team.

LEGACY ROLES

This page describes legacy roles. Workato is replacing legacy roles with the new permissions model, which uses environment roles and project roles. You can migrate legacy roles using the Role migration API or the in-app migration wizard. Refer to the New permissions model documentation for more information.

Rate limits

The roles resource has the following rate limit:

Type	Resource	Limit
All	All Legacy roles endpoints	60 requests per minute

Quick reference

Type	Resource	Description
GET	/api/managed_users/:id/roles	List custom roles in a customer workspace.
POST	/api/managed_users/:id/roles/:role_id/copy	Makes a copy of a custom role in a customer workspace.

List custom roles

Lists all custom roles in a customer workspace.

INHERITABLE ROLE LIMITATION

This endpoint returns only the custom roles created directly within the specified customer workspace. It doesn't include inheritable roles created in the Embed admin workspace.

Use the GET customer workspace member API to obtain a list of role_names associated with a customer workspace.

GET /api/managed_users/:id/roles

Path parameters

Name	Type	Description
id	integer required	Managed customer ID.

Query parameters

Name	Type	Description
per_page	integer optional	The number of custom roles to retrieve.
page	integer optional	The page number. If the total number of custom roles exceed the page limit, subsequent records can be retrieved by calling the next page.
role_name	string optional	The name of a custom role. Filter results by role_name.

Sample requests

• Request 1: Get list of custom roles
• Request 2: Filter results by role name

Request 1: List custom roles

curl  -X GET https://www.workato.com/api/managed_users/123/roles \
      -H 'Authorization: Bearer <api_token>'

Response 1: List custom roles

[
    {
        "id": 1128,
        "name": "Workbot builder",
        "inheritable": false,
        "folder_ids": [],
        "created_at": "2022-08-31T23:37:04.777-07:00",
        "updated_at": "2022-08-31T23:37:04.777-07:00",
        "privileges": {
            "Recipes": [
                "read",
                "create"
            ],
            "Folders": [
                "read"
            ],
            "Workbot": [
                "read",
                "create",
                "update",
                "delete"
            ]
    },
    {
        "id": 546,
        "name": "Customer developer",
        "inheritable": false,
        "folder_ids": ["1232", "1224"],
        "created_at": "2020-08-14T07:23:19.599-07:00",
        "updated_at": "2020-08-14T07:23:19.599-07:00",
        "privileges": {
            "Recipes": [
                "read",
            ],
            "Folders": [
                "read"
            ],
            "Workbot": [
                "read",
                "create",
                "update"
            ]
        }
    }
]

Request 2: Filter results by role name

curl  -X GET https://www.workato.com/api/managed_users/123/roles?role_name=dev \
      -H 'Authorization: Bearer <api_token>'

Response 2: Filter results by role name

[
    {
        "id": 1128,
        "name": "dev",
        "inheritable": false,
        "folder_ids": [],
        "created_at": "2022-08-31T23:37:04.777-07:00",
        "updated_at": "2022-08-31T23:37:04.777-07:00",
        "privileges": {
            "Projects": [
                "read",
                "create",
                "update",
                "delete"
            ],
            "Folders": [
                "read",
                "create",
                "update",
                "delete"
            ],
            "Connections": [
                "read",
                "create",
                "update",
                "delete"
            ],
            "Recipes": [
                "read",
                "create",
                "update",
                "delete",
                "run",
                "read_run_history"
            ],
            "Connection Folders": [
                "all"
            ]
        }
    }
]

Copy a custom role

Creates a copy of a custom role in a customer workspace with the ability to change the folders accessible by the role. The folder IDs can be obtained with the GET folders API endpoint.

POST /api/managed_users/:id/roles/:role_id/copy

Path parameters

Name	Type	Description
id	integer required	Managed customer ID.
role_id	integer required	The ID of the role in the customer workspace.

Request body

Name	Type	Description
name	string required	Name of the custom role.
folder_ids	array	Array of folder IDs.

Sample request

curl  -X POST https://www.workato.com/api/managed_users/123/roles/490/copy \
      -H 'Authorization: Bearer <api_token>' \
      -H 'Content-Type: application/json' \
      -d  '{
            "name": "Customer developer",
            "folder_ids": ["1232", "1224"]
          }'

Response

{
    "id": 546,
    "name": "Customer developer",
    "inheritable": false,
    "folder_ids": ["1232", "1224"],
    "created_at": "2020-08-14T07:23:19.599-07:00",
    "updated_at": "2020-08-14T07:23:19.599-07:00"
}