Role-based access for Flows
ZBrain Builder provides granular, role-based access control at the flow level, ensuring that users can view, edit, and execute only the flows appropriate to their assigned roles. This ensures secure and compliant handling of business logic and automation workflows across teams.
How role-based access works for Flows
Each user’s interaction with flows is governed by their assigned role (Admin, Builder, Operator). Access can be customized further for each flow, ensuring tighter control over sensitive or critical processes.
Admin
Full control—create, modify, delete, run, and assign access to flows.
Builder
Create and modify flows. Can test and execute the flows they’ve built or have been given access to.
Operator
View assigned flows. Cannot create, edit, or delete any flow. UI elements for editing are disabled.
How to invite a user
To invite a new user:
Click on the gear icon ⚙️ located at the top right corner of the ZBrain Builder interface and select ‘Settings’.
Go to the ‘Users’ section under ‘Settings’.
Select the ‘+Add’ button to add a new user. A side panel titled ‘Add New User’ appears on the right.
On the side panel, enter the first and last name of the user you want to invite.
Provide the person's email address and select the role to assign, Admin, Builder, or Operator.
Click ‘Invite.’
The user will receive the invitation message via email.
Granting a user access to a Flow
Click on the invited user to open the Provide Access panel.
Use the search box to find the flow you want to grant access to.
Select the desired flow.
Click ‘Done’ to apply access.
The user will now see the assigned flow in their dashboard, with functionality aligned to their role.
How to modify the user access level
To modify the details of the user:
Navigate to Settings > Users.
Click the pencil icon ✏️ next to the user.
In the ‘Edit User’ panel that appears, make the required changes:
First Name, Last Name, or Access Email
Role: Select the role that best fits the user’s responsibilities—Admin, Builder, or Operator.
Status: Switch the user’s status to Active or Inactive as required.
Click ‘Update’ to save the changes.
Flow visibility and restrictions
Users will only see flows to which they have been explicitly granted access.
If a user’s role is downgraded (e.g., from Builder to Operator), editing capabilities will be automatically restricted for all flows, even if they were previously granted.
Role changes take effect immediately across all associated flows.
This system ensures a secure and structured way to manage access across all flow-related activities in ZBrain Builder.
Last updated