Admin
Owns organization setup, access and connector configuration.
Can
- Manage Organizations, People, Users, action connectors, source mappings
- View automation definitions, operation runs, state history
- Workflow Automation Engine
- Roles and permissions
Who can do what in Workflow Automation Engine
Assign preparation, review, execution and audit to the right people.
Who can do what
| Role | Definitions and ownership | Validation and review | Durable execution | Steps and attempts | Connectors and mappings | Corrections and evidence |
|---|---|---|---|---|---|---|
| Admin | Edit | View | View | View | Edit | View |
| Automation Owner | Edit | Edit | Edit | View | — | Edit |
| Reviewer | View | Edit | View | View | — | Edit |
| Operations Operator | View | Edit | Edit | Edit | Edit | Edit |
| Integration Steward | View | View | View | View | Edit | View |
| Audit Reader | View | View | View | View | View | View |
Each role in detail
Automation Owner
Prepares definitions and follows their results and corrections.
Can
- Manage automation definitions, evidence documents, follow up actions
- View automation executions, operation runs, operation steps, review decisions, state history
Starts on: Draft definitions
Reviewer
Makes the independent decision on a validated definition revision.
Can
- Manage review decisions
- View automation definitions, evidence documents, operation runs, operation steps, state history
Starts on: Open correction follow-ups
Operations Operator
Starts reviewed runs and investigates attempts and receipts.
Can
- Manage automation executions, execution attempts, operation runs, operation steps
- View automation definitions, action connectors, source mappings, review decisions
Starts on: Definitions by status
Integration Steward
Maintains the connection and field mapping context for outside services.
Can
- Manage action connectors, source mappings
- View Organizations, automation definitions, operation steps, execution attempts
Starts on: Failed attempts
Audit Reader
Reads decisions, state changes, evidence and execution traces.
Can
- View automation definitions, review decisions, evidence documents, state history, automation executions, operation runs, operation steps, execution attempts
Starts on: Step exceptions
Set up Workflow Automation Engine your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.