Access
Workflow access follows the same group-based rules as the Form Builder.
Groups
Assigning a workflow to one or more groups restricts which users can see and trigger it.
- Admins always see every workflow regardless of group assignments.
- If groups are assigned — only members of those groups can access the workflow.
- If no groups are assigned — all users can see it.
See Groups for how groups and memberships are managed.
Categories
Workflows can be tagged with categories for organisational purposes. Categories do not affect access or execution — they are used to filter and group workflows in the builder interface.
