Users

Users encompass all the members of your project and their permissions and abilities. Administrators can view all users via The list view in the Project Console's Control panel. However, Administrators can only directly manage native users Native users are created and deactivated within Smart Flows via the Project Console. within the Smart Flows Project Console. To manage Connected users Connected users already exist in your CRM system and when the CRM is connected to Smart Flows, the user list is connected as well. This connection allows you to use the same users from CRM in Smart Flows and set their user role in your CRM system, you'll need admin privileges in your CRM Customer relationship management (CRM) is a software system used to manage customer interactions with the goal to sell a product or service. or ERP solution.

Smart Flows comes with several user roles with varying privileges. This helps you manage control of your projects by defining what each person can do within the project. They are also several user types which define how you add and manage the head count of your users within Smart Flows.

User roles

There are 4 user roles in Smart Flows. A user role defines a user's privileges and access within Smart Flows.

Click to display User Role table

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.

General Information for Users	Operations involving Users	Other Activities for Users
User Types User Project Console Settings Individual User Authentication User Authentications Tab	Managing Users Managing User Authentication	Managing Azure Smart Flows User Permissions