Nintex Workflow Cloud - Part 3 - Users and Roles

Document created by butlerj Support on Oct 23, 2018Last modified by butlerj Support on Oct 26, 2018
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Prepare for Success

  • You must have at least the following permission within Nintex Workflow Cloud to complete this step:
    • Administrator
  • Perform these steps with the account you can use to create the tenant

 

Adding Users to Nintex Workflow Cloud

Accessing User Management

To add users to your Nintex Workflow Cloud tenant

  • Click 'Settings' (top right hand corner)

  • Click 'User management'

  • Click 'Add new', and then type the new user's email, first name, last name, and user role (roles are covered below)

 

User Roles

  • Participant
    • Run workflows from apps (Nintex Mobile, Box, Salesforce)
    • Complete tasks and fill in forms from Nintex Mobile app
  • Designer
    • All Participant permissions
    • Design workflows
  • Developer
    • All Designer permissions
    • Add custom connectors
  • Administrator
    • All Developer permissions
    • Manage users
    • Override tasks

 

Check for Success

  • Were you able to add a new user to your Nintex Workflow Cloud tenant?
  • Do you understand the difference between the Designer and Developer roles?

 

 

 

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