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 usersClosed Native users are created and deactivated within Smart Flows via the Project Console. within the Smart Flows Project Console. To manage Connected usersClosed 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 connector system.

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 several user roles in Smart Flows. A user role defines a user's privileges and access within 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 with a focused set of permissions related to creating managing templates and flows with permissions for managing yourProject Consolesettings. They can 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, but it can only be assigned to native users.

User

Users can accessFlow Execution Panel and run flows.

Xpertdoc Smart Flows Workflow Executor

Group 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