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Organization and Workspaces
Workato Teams
Role-based Access Control

# Collaborator privileges

Collaborator privileges determine the exact permissions that each role has to access Workato features, functions, and folders of Role-based access control.

This document provides information about each of the collaborator privileges in Workato.

To find out about the roles that collaborators can have, see Collaborator roles.

When you create or modify a role, you'll see the following tabs:

# Recipe development privileges

The Recipe development tab controls access and privileges related to projects, recipes, folders, and connections:

# Project access

Project access privileges

  • Manage access to projects

    • All projects

    • Access to all projects in a workspace.

    • Selected projects

    • This role can only access the projects specified here.

# Recipe creation

Recipe creation privileges

  • Projects

  • Manage access to projects when working with recipes.

    • Full access

    • All project permissions: view, edit, create, and delete.

    • View

    • View specific projects in a workspace.

    • Edit

    • Edit specific projects in a workspace.

    • Create

    • Create projects in a workspace.

    • Delete

    • Delete projects in a workspace.

  • Folders

  • Manage access to folders when working with recipes.

    • Full access

    • All folder permissions: view, edit, create, and delete.

    • View

    • View folders and sub-folders in a workspace.

    • Edit

    • Edit folders and sub-folders in a workspace.

    • Create

    • Create folders and sub-folders in a workspace.

    • Delete

    • Delete folders and sub-folders in a workspace.

  • Connections

  • Manage access to connections when working with recipes.

    • Full access

    • All connection permissions: view, edit, create, and delete.

    • View

    • View connections in a workspace.

    • Edit

    • Edit connections in a workspace.

    • Create

    • Create connections in a workspace.

    • Delete

    • Delete connections in a workspace.

  • Recipes

  • Manage access to recipes.

    • Full access

    • All recipe permissions: View, edit, create, delete, run, and view job history.

    • View

    • View recipes in a workspace.

    • Edit

    • Edit recipes in a workspace.

    • Create

    • Create recipes in a workspace.

    • Delete

    • Delete recipes in a workspace.

    • Test/start/stop

    • Run recipes and start and stop recipe tests in a workspace.

    • Job history

    • View a recipe's job history in the Jobs tab.

# Debug jobs

  • Network trace
  • Manage access to network tracing information in job histories.
    • Full access
    • View network traces in job histories. Includes recipe input, output, and the network trace of HTTP calls. HTTP call information includes HTTP headers, requests, and communication (responses) between Workato and the end application.

# Platform tools privileges

# Tools

Tools privileges

  • Common data models

  • Privileges for the common data model

    • Full access

    • All Common data model permissions: View, edit, create, and delete.

    • View

    • View Common data models in the workspace.

    • Edit

    • Edit Common data models in the workspace.

    • Create

    • Create Common data models in the workspace.

    • Delete

    • Delete Common data models in the workspace.

  • Custom OAuth profiles

  • Privileges for accessing custom OAuth profiles

    • Full access

    • All Custom OAuth profile permissions: view, edit, create, and delete.

    • View

    • View Custom OAuth Profiles and Enterprise Workbots.

    • Edit

    • Edit Custom OAuth Profiles and Enterprise Workbots.

    • Create

    • Create Custom OAuth Profiles and Enterprise Workbots.

    • Delete

    • Delete Custom OAuth Profiles and Enterprise Workbots.

  • Message templates

  • Privileges for message templates

    • Full access

    • All Message template permissions: view, edit, create, and delete.

    • View

    • View Message templates in the workspace.

    • Edit

    • Edit Message templates in the workspace.

    • Create

    • Create Message templates in the workspace.

    • Delete

    • Delete Message templates in the workspace.

  • On-prem groups

  • Privileges for on-prem groups

    • Full access

    • Access all on-prem groups and agents in the workspace; view, edit, create, and delete.

    • View

    • View on-prem groups and agents.

    • Edit

    • Edit on-prem groups and agents.

    • Create

    • Create on-prem groups and agents.

    • Delete

    • Delete on-prem groups and agents.

  • People tasks

  • Privilege for managing the people task tool

  • Pub/Sub

  • Privileges to the Pub/Sub feature

    • Full access

    • All PubSub permissions: view, edit, create, and delete topics.

    • View

    • View PubSub topics in the workspace.

    • Edit

    • Edit PubSub topics in the workspace.

    • Create

    • Create PubSub topics in the workspace.

    • Delete

    • Delete PubSub topics in the workspace.

  • Recipe lifecycle management

  • Privileges to reciple lifecycle management

    • Full access

    • Access to the Recipe lifecycle management feature.

      NOTE

      Providing a collaborator with the Recipe Lifecycle Management privilege indirectly gives them the ability to view/create/update other assets, including recipes, lookup tables, Pub/Sub topics, and message templates. This is when the collaborator may not have explicit relevant privileges in the workspace. These users have access only to export and import the projects to which they have explicit access.

  • Resources

  • Privileges to resources

    • Full access

    • All Resource permissions: view, edit, create, and delete.

    • View

    • View resources.

    • Edit

    • Edit resources.

    • Create

    • Create resources.

    • Delete

    • Delete resources.

  • Workbot

  • Privileges to manage the Workbot

    • Full access

    • All Workbot permissions: view, edit, create, and delete.

    • View

    • View installed Workbots in the workspace.

    • Edit

    • Edit installed Workbots in the workspace.

    • Create

    • Create Workbots in the workspace.

    • Delete

    • Delete installed Workbots in the workspace.

  • Runtime user connections

  • Privileges to manage runtime user connections

    • Full access

    • All Runtime user connection permissions: view, edit, and delete.

    • View

    • View the Runtime user connections setting.

    • Edit

    • Edit the Runtime user connections setting.

    • Delete

    • Delete the Runtime user connections setting.

  • Logs

  • Privileges to have access to logs

    • Full access

    • Access to all logs.

      Typically, reserved for Admin roles. You can grant it to custom roles.

  • Secrets management

  • Privileges for secrets management

    • Full access

    • Access to the Secrets management feature.

    • View

    • View the Secrets management setting.

    • Edit

    • Edit the Secrets management setting.

# Data storage

Data storage privileges

# Lookup tables

  • Apply the following granular permission to Lookup tables.

    Scope of granular permissions

    These permissions only apply to Lookup tables on the web interface. Access to lookup table connector is unaffected.

    • Full access

    • Enables all other permissions on Lookup tables.

    • View

    • Allows users to view all tables and their records.

    • Edit records

    • Allows users to add, edit, or delete records for all Lookup tables in the Lookup tables interface.

    • Create

    • Allows users to create new tables in the Lookup tables interface.

    • Delete

    • Allows users to delete tables.

    • Modify structure

    • Allows users to edit the schema (to add, remove, or edit columns) for any table.

# Environment properties

  • Apply the following granular permission to Environment properties.

    • Full access

    • Enables all other permissions on Environment properties.

    • View

    • Allows users to view all Environment properties.

    • Edit records

    • Allows users to add, edit, or delete Environment properties.

    • Create

    • Allows users to create new Environment properties.

    • Delete

    • Allows users to delete Environment properties.

#

# Table storage (Data tables)

  • Apply the following granular permission to Workato Table Storage.

    Private beta

    Workato Table Storage (data tables) is currently in closed beta and unavailable to all customers. Contact your Customer Success representative for more information.

    Scope of granular permissions

    These permissions only apply to data tables on the web interface. Access to Table storage connector is unaffected.

    • Full access

    • Enables all other permissions.

    • View

    • Allows users to view all data tables.

    • Edit records

    • Allows users to add, edit, or delete records in data tables.

    • Create

    • Allows users to create new data tables.

    • Delete

    • Allows users to delete data tables.

    • Modify structure

    • Allows users to add, delete, and update columns in data tables.

# API platform

API Platform privileges

  • Dashboard & logs

  • Privileges for using the dashboard and logs

    • Full access
    • Full privileges for dashboard & logs: View metrics in dashboard and details in logs.

  • Collections & endpoints

  • Privileges for collections and endpoints

    • Full access

    • All collections and endpoints access: view, edit, create, and delete.

    • View

    • View collections and endpoints.

    • Edit

    • Edit collections and endpoints.

    • Create

    • Create collections and endpoints.

    • Delete

    • Delete collections and endpoints.

  • Clients and access profiles

  • Privileges for using client and access profiles

    • Full access

    • All clients and access profiles permissions: view, edit, create, and delete.

    • View

    • View clients and access profiles.

    • Edit

    • Edit clients and access profiles.

    • Create

    • Create clients and access profiles.

    • Delete

    • Delete clients and access profiles.

  • Policies

  • Privileges for using policies

    • Full access

    • All policy permissions: view, edit, create, and delete.

    • View

    • View policy.

    • Edit

    • Edit policy.

    • Create

    • Create policy.

    • Delete

    • Delete policy.

  • Settings

  • Privileges for settings

    • Full access
    • Manage API prefix and custom domain.

# Connector SDK

Connector SDK privileges

  • Connector SDK

  • Connector SDK privileges

    • Full access
    • Full Connector SDK permissions: view, edit, create, and delete.

  • Use in recipes

  • Privileges for using the Connector SDK in recipes

    • Full access
    • Allow users to distribute custom connectors into this workspace.

# Admin privileges

# Workspace access

Workspace access privileges

  • Collaborators

  • Manage collaborator privileges in the workspace

    • Full access
    • Manage collaborators in the workspace, including adding, editing, and removing collaborators.

  • Collaborator roles (non-system)

  • Manage non-system collaborator roles

  • Collaborator SAML SSO

  • Manage access to SAML SSO, such as Okta, OneLogin, or other identity authentication providers.

  • API clients

  • Manage access for API clinets

    • Full access
    • View and edit View and edit API clients for the workspace.

# Activity audit

Activity audit privileges

  • Manage access to the activity audit logs
    • Full access
    • Access to view workspace activity in the Dashboard's Activity audit log. This permission grants the user the ability to view all activity logs, regardless of other access settings.

# Automation HQ privileges

Automation HQ privileges

  • Automation HQ
  • Manage access to Automation HQ
    • Full access
    • Access to the Automation HQ functionality.
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