Editing, Duplicating, and Deleting Workflows

From the Workflows tab, you'll see all of your created workflows. Each workflow card gives you a few options:

Edit: Click the pencil icon to open and edit a workflow's configuration.
Duplicate: Click the duplicate icon to create a copy of an existing workflow.
Delete: Click the trash can icon to permanently delete the workflow.

Sharing and Permissions

Edit a Workflow and Click the settings icon at the top of a workflow to manage who has access to it.

You can share a workflow with:

Specific individuals in your organization - you must specify their entire email.
Your entire organization

When sharing, you can assign each person as an editor or a viewer of the workflow.

Be sure to Scroll down and select SAVE to save any changes you’ve made to your workflow, or workflow permissions.

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