Stitchflow Documentation
  • Stitchflow Documentation
  • Getting started
    • Workspace setup
    • Roles and permissions
    • Manage groups
    • Manage connections
  • Integrations
    • CSV import
    • Airtable
    • Asana
    • Atlassian
    • AWS
    • BambooHR
    • Box
    • Chorus (by ZoomInfo)
    • Cloudflare
    • Datadog
    • Drata
    • Freshservice
    • Gainsight
    • GitHub
    • Google Cloud Platform
    • Google Drive
    • Google Workspace
    • Hubspot
    • Jamf
    • Jumpcloud
    • Kandji
    • Meraki
    • Microsoft 365
    • Microsoft Azure AD
    • Microsoft Intune
    • Mosyle
    • Netsuite
    • OneLogin
    • Okta
    • Salesforce
    • SentinelOne
    • Slack
    • Snipe-IT
    • WorkOS
    • Zendesk
    • Zoom
  • Boards
    • Create boards
    • Nested fields
    • Filter conditions
    • Share boards
    • Export data
  • Actions
    • Trigger actions
  • Surveys
    • Send surveys
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On this page
  • Overview
  • Workspace roles
  • Board roles
  • Roles and permissions in detail
  • Workspace permissions
  • Board permissions
  1. Getting started

Roles and permissions

An overview of roles and permissions in Stitchflow.

Overview

Stitchflow uses role-based access control to manage what a user can see or do in the product. Roles and permissions are defined on the level of workspaces and boards. Admins can manually invite, remove and upgrade/downgrade members to admin roles from the workspace members settings page.

Workspace roles

Workspace-level roles are predefined and cannot be modified. These roles control access to resources across Stitchflow.

  • Owners created the workspace and have full access to all scopes and can modify all features, users and settings.

  • Admins are invited users with full access to all scopes and can modify all features, users and settings.

  • Members are invited users with limited configured access to integrations and settings.

Board roles

Board-level roles grant and restrict access to data and actions on boards.

  • Owners can make changes, run actions, share and delete the board.

  • Editors can make changes, run actions and share the board with others.

  • Viewers can access, but can’t change or share the board with others.

Roles and permissions in detail

This grid provides an overview of the different permissions each workspace and board role has access to in Stitchflow.

Workspace permissions

Actions
Member
Admin
Owner

View board

✅

✅

✅

Create board

✅

✅

✅

Run action

✅

✅

✅

View settings

✅ Limited

✅

✅

View connection details

⛔️

✅

✅

Enable connection

⛔️

✅

✅

Disable connection

⛔️

✅

✅

Enable action

⛔️

✅

✅

Disable action

⛔️

✅

✅

Invite member

⛔️

✅

✅

Downgrade & upgrade role

⛔️

✅ Not yourself

✅ Not yourself

Remove user

⛔️

✅

✅

Resend and revoke invite

⛔️

✅

✅

Board permissions

Action
Viewer
Editor
Owner

View board

✅

✅

✅

Create board

✅

✅

✅

Search data

✅

✅

✅

Filter data

⛔️

✅

✅

Add, remove, sort columns

⛔️

✅

✅

Share board

⛔️

✅

✅

Run action

⛔️

✅

✅

Rename board

⛔️

✅

✅

Duplicate board

⛔️

✅

✅

Export board to CSV

⛔️

✅

✅

Delete board

⛔️

✅

✅

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Last updated 5 months ago