User Types

User types define how user profiles are created and managed within Smart Flow. User types define how you added them to Smart Flows. User Roles define what they can do.

There are 5 user types in Smart Flows:

Role

Function

Administrator

Administrators have access to all components of Smart Flows with no restrictions. They are also able to assign and manage the roles of other users.

Designer

Designers have a reduced number of Project Console abilities- they cannot make significant changes that could break the project. They can also access the Template Builder add-in for designing templates.

Super User

Super Users are like users but can run other users' flows. Most Super Users are assigned this role when using the API. This role can only be assigned to native users.

User

Users can access the Flow Execution Panel and run flows.

Xpertdoc Smart Flows Workflow Executor

Serves as a group underneath the role that allows non-Smart Flows users to execute Microsoft Dynamics 365 CE Workflows. These users are not synced in Smart Flows. The Xpertdoc Smart Flows Workflow Executor user role only exists in Microsoft Dynamics 365 CE.