Roles and restrictions

Your role determines which items you can view, create, update, and delete in Flowize. Tag restrictions can further limit which Contents and Flows you can edit or delete, without removing your existing view access.

Roles at a glance

Role	Summary of access
Content Editor	Can create, view, update, and delete contents, conditions, and files. Can view most project and environment settings and upload projects to an environment.
Project Admin	Has Content Editor permissions and can manage projects, other project features, environment mapped URLs, and Email Default Channel configurations. Can update and delete existing SMS Default Channel configurations.
Full Admin	Has Project Admin permissions and can manage users, project groups, and environments. Can view and update organizations, activate or deactivate workers, and remove projects from an environment.
Agent	Has Full Admin permissions and can create and delete organizations, manage Archive, Berichtenbox, and Print Default Channel configurations, and activate or deactivate Default Channels.

The tables below show the permissions for each role, before tag restrictions are applied. To assign or change a user’s role, see Change user roles.

Permissions by area

All actions means create, read (view), update, and delete. Read only means you can view an item but cannot create, update, or delete it. No access means none of these four actions is permitted.

Area	Content Editor	Project Admin	Full Admin
Organizations	No access	No access	Read, update
Users	Read only	Read only	All actions
Project groups	Read only	Read only	All actions
Projects	Read only	All actions	All actions
Contents, conditions, and files	All actions	All actions	All actions
Other project features, including flows, triggers, and data	Read only	All actions	All actions
Environments	Read only	Read only	All actions
Environment mapped URLs	Read only	All actions	All actions

Default Channel permissions

Default Channel permissions vary by channel type. Permission to manage a configuration does not automatically include permission to activate or deactivate the channel.

Default Channel configuration	Content Editor	Project Admin	Full Admin
Email	Read only	All actions	All actions
SMS	Read only	Read, update, delete	Read, update, delete
Archive	No access	No access	No access
Berichtenbox	No access	No access	No access
Print	Read only	Read only	Read only

None of these roles can create SMS Default Channel configurations. Only the Agent role can activate or deactivate Default Channels.

Additional permissions

Action	Content Editor	Project Admin	Full Admin
Activate or deactivate workers	No	No	Yes
Activate or deactivate Default Channels	No	No	No
Upload a project to an environment	Yes	Yes	Yes
Remove a project from an environment	No	No	Yes

Tag restrictions

Tag restrictions apply to all types of Contents and to Flows. Restricted users retain their existing view access, but can only edit or delete items that share at least one of their assigned tags, within the permissions allowed by their role. A matching tag does not grant additional role permissions.

Full admins and project admins can create and edit organization tags and assign them to Contents and Flows.

note

Only full admins can assign, change or remove tag restrictions for users.

For instructions on assigning tags and configuring restrictions, see Using tags in Flowize, especially Set up tag restrictions for a user.