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.
Ready to master Spellbook at your own pace? Visit Spellbook Academy
Need additional assistance? Contact our support team at success@spellbook.com