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coastalkellie
Level 3

Who has access to Workflows?

Hello.

 

I had a question regarding users who have access to the Workflows function. 

 

I, as an admin can see all of the available options for workflows. However, my employees with various other roles don't have to have the workflows function available to them. I looked under the "manage users" to see if I could customize a role to include workflows, but I don't see it anywhere on there. 

 

So, what user roles have access to this "workflows" function? I'd like for my collections team to be able to set up automated payment reminders to new clients as well as various other workflows.

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