# 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.
# Data storage
Data storage permissions
# Project properties
Apply the following granular permissions to Project properties
Full access
All project property permissions: view, edit records, create, and delete.
View
Allows users to view project properties. Users cannot view masked properties.
Edit records
Allows users to edit property names and values.
Create
Allows users to create new project properties.
Delete
Allows users to delete project properties.
# Table Storage (Data tables)
- Apply the following granular permissions to Workato Table Storage.
SCOPE OF GRANULAR PERMISSIONS
These permissions only apply to data tables on the web interface. Access to Table Storage and Workflow Apps connectors 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.
# Test Automation
Test Automation privileges
RECIPE PERMISSIONS
When you provide a collaborator with Test Automation privileges, you must also enable certain Recipe permissions. These include the Recipe View, Test/Start/Stop, and View job history permissions.
For example, if you create a role with the Test Automation View privilege, that role can only view test case details of recipes for which it has the Recipe View privilege.
Similarly, if you create a role with the Test Automation Manage privilege, this role can only manage Test cases of recipes for which it has the Recipe View and Job history privilege.
- Manage access to Test Automation.
Full access
All Test Automation privileges: View and manage.
View
View test case details, including mock data and checks.
Manage
View test case details
Create new test cases
Edit test cases
Pick data for mocks from previous jobs
Delete test cases
Run test cases
# Debug jobs
Debug jobs privileges
# 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.
# Project settings
Project settings privileges
# Secrets management
- Provide access to manage security settings, including secrets management.
Full access
All secrets management permissions: View and edit.
View
View secrets management details, including all secrets configured in your workspace.
Edit
Edit secrets for your workspace.
# 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.
# FileStorage UI
- Privileges for the FileStorage UI
Full access
All FileStorage UI permissions: View and create.
View
View files and directories in the FileStorage UI.
Create
Create directories in the FileStorage UI.
# 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.
# People tasks
- Privilege for managing the people task tool
- Full access
- Access to 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 recipe 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.
# 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.
# 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.
# Logs
- Privileges to logs
Full access
Access to all logs.
Typically, this privilege is reserved for Admin roles. You can grant it to custom roles.
# Workflow Apps
- Define privileges to access Workflow Apps. These permissions only apply to the web interface. Access to the Workflow Apps connector is unaffected. Access to a Workflow App's corresponding data table is determined by Table Storage permissions.
- Full access
- Enables full access to Workflow Apps, including managing application settings and editing pages.
# On-premise
On-premise privileges
# On-prem groups & agents
- Privileges for on-prem groups & agents
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.
# Connection - on-prem files
- Privilege for managing on-prem files connection. You can restrict who can create and manage connections for the file system of the machine where the on-prem agent is installed. Global connection setting takes precedence over this setting.
- Full access
- Access to create, edit, and delete on-prem files and on-prem files secondary connections.
# Connection - command line scripts
- Privilege for managing on-prem command line scripts connection. You can restrict who can create and manage connections for the command line script execution on the machine where the on-prem agent is installed. Global connection setting takes precedence over this setting.
- Full access
- Access to create, edit, and delete on-prem command line scripts connections.
# 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 permissions 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.
# 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 API platform 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
- Full access
- View, edit, create, and delete custom collaborator roles in the workspace.
# Collaborator SAML SSO
- Manage access to SAML SSO, such as Okta, OneLogin, or other identity authentication providers
- Full access
- View and edit SAML SSO settings for the workspace.
# API clients
- Manage access for API clients
- Full access
- 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.
# Manage customers privileges (Embedded only)
WHO CAN USE THIS FEATURE?
The Manage customers interface only appears for Workato Embedded collaborators with permission to create or modify collaborator roles.
# Manage customers
Manage customers privileges
# Customers and customer managers
- Manage access to the Customers and Customer managers tabs of the Embedded Admin console
Full access
All customers and customer managers permissions: View, manage, and delete customers and customer managers
View
View customers and customer managers
Manage
Add customers and assign customer managers
Delete
Delete customers and customer managers
# Shared connectors
- Manage access to the Shared connectors tab of the Embedded admin console
Full access
All shared connectors permissions: View, manage, and delete shared connectors
View
View shared connectors
Manage
Manage shared connectors
Delete
Delete shared connectors
# Usage metrics and settings
- Manage access to the Usage metrics and Settings tabs of the Embedded Admin console
Full access
All usage metrics and settings permissions: View and manage usage metrics and settings
View
View usage metrics and settings
Manage
Manage audit log streaming and branding settings. Note that only workspace owners and admins can manage audit log streaming.
# Automation HQ privileges
Automation HQ privileges
- Automation HQ
- Manage access to Automation HQ
- Full access
- Access to the Automation HQ functionality.
# Customer managers
- Define access to the customer manager API.
- Customer manager API
- Access all endpoints.
- List all customer managers.
- The ability to obtain a list of all customer managers.
- Update role for customer manager
- The ability to update a customer manager's role.
- Create new customer manager
- The ability to create a new customer manager.
- Delete customer manager
- The ability to delete a customer manager.
Last updated: 9/22/2023, 8:07:06 PM