Guided Workflows - User Roles and Permissions

Updated 

Sprinklr’s Guided Workflows offers a modular permission system that allows administrators to assign specific access levels to users based on their roles and responsibilities. This ensures secure, scalable, and efficient collaboration across teams.

This article outlines the available permissions for each of the three core components of Guided Workflows:

  • Guided Workflow Manager / Guided Workflows

  • Guided Workflow Applications

  • Global Variables

Assigning Permissions

Permissions for Guided Workflow Manager, Guided Workflow Applications, Global Variables can be easily managed by creating Global Roles or Workspace Roles and selecting the appropriate module and permission level for each user group.

The following permissions are available for the modules :

  • View: Read-only access to view configurations and settings.

  • Edit: Ability to create and modify content.

  • Delete: Permission to remove workflows, applications, or variables.

  • Deploy: Rights to activate or pause workflows and applications.

  • Lock/Unlock: Control over locking configurations to prevent unauthorized changes.

More more details refer to the Permission Matrix for each of the modules .

Permission matrix for Guided Workflow Manager

Permission Level 

 User Permissions 

View 

  • Open guided workflows in read-only mode 

  • View guided workflow builder and component configurations 

  • Use filters: Created By, Status, Tags 

  • View custom error messages, settings, and individual guided workflow report 

  • Export translation files 

  • Generate external links 

  • View resources (no edit/delete/create/import)

  • View version history (no restore) 

  • View 'Global Workflow Settings'

  • View standard reports 

Edit 

  • Create/edit guided workflows and folders 

  • Edit error messages and settings 

  • Import/export translations files 

  • Clone guided workflows 

  • Save as draft 

  • Add guided workflows to folders 

  • Edit/create/import resources 

  • Restore version history 

  • Edit ‘Global Workflow Settings’ 

  • + All ‘View’ permissions 

Delete 

  • Delete guided workflows 

  • Delete resources via 'Manage Resources'

Deploy 

  • Deploy or pause guided workflows 

  • + All 'Edit' permissions 

Lock/Unlock 

  • Lock/unlock guided workflows 

Permission matrix for Guided Workflow Applications

Permission Level 

User Permissions 

View 

  • Open Application Builder in read-only mode 

  • View application settings 

  • Copy Application ID 

Edit 

  • Add, edit, and save application settings 

  • Copy Application ID 

  • + All 'View’ permissions 

Delete 

  • Delete applications 

Deploy 

  • Activate or pause guided workflow applications 

  • + All 'Edit' permissions 

Lock/Unlock 

  • Lock/unlock guided workflow applications 

Permission matrix for Global Variables

Permission Level 

User Permissions 

View 

  • View global variable configurations in read-only mode 

Edit 

  • Create new global variables 

  • Edit existing global variables 

  • + All 'View' permissions 

Delete 

  • Delete global variables