Managing Workflow Permissions & Sharing in August

Overview

Workflows in August allow users to run automated analyses, Playbooks, and bulk document tasks. Because these tools can affect large sets of documents, proper permission control is essential. This guide explains how to manage who can run workflows, who can share them, and how to control workflow related permissions.

Who Can Manage Workflow Permissions

Only users with Workflow Admin or similar admin permissions can adjust workflow settings
Standard users can run workflows they have access to but cannot modify permissions or share workflows broadly
If you need workflow admin rights, contact your firm’s August administrator or IT lead

Viewing and Editing Workflow Permissions

Go to Settings → Workflows or Playbooks
Open the workflow you want to configure
Select Permissions or Sharing
You will see a list of users or teams with access and their permission levels such as Run, Share, Manage, or Admin

To change permissions

Select a user or team
Choose a new permission level
Select Save to apply the update

Changes take effect immediately.

Permission Levels and What They Mean

Permission Level	Rights
Run	User can run the workflow on documents they have access to
Share	User can run and share the workflow with others
Manage	User can edit workflow settings and share it
Admin	Full control including editing settings, managing permissions, sharing, deleting, or archiving

Sharing Workflows With Teams or Individuals

Open the workflow in Settings
Select Permissions or Sharing
Select Share With
Choose one or more teams or users
Assign the appropriate permission level
Select Share or Save

Shared workflows will then appear in the workflow lists for those users or teams.

Revoking Access or Modifying Sharing

Open the workflow and go to Permissions or Sharing
Select the user or team you want to remove
Select Remove or uncheck their permissions
Confirm the change

To modify a permission level, simply apply the new level and save.

Best Practices for Workflow Permission Management

Limit Manage and Admin permissions to trusted users
Use Share permissions to broaden access without giving full editing rights
Assign workflows by practice group or matter type to prevent unintended use
Review permissions regularly, especially after staffing or team changes
Document major permission updates for audit and compliance purposes

Troubleshooting and Common Issues

Problem	What to Check
User cannot see a workflow	Confirm it is shared with the correct user or team and that they have Run permission
Workflow fails due to document access	Ensure the user has permission to the underlying documents
Workflow edits are not saved	Only Manage or Admin users can edit workflow settings
Sharing option is unavailable	The user likely does not have Share or Manage permission
User appears to still have access after revocation	Have them log out and log back in to refresh permissions

When to Escalate to an Administrator

When creating or deleting workflows used across the firm
When sensitive documents or Matters are involved
When firm reorganizations require permission audits
When there is suspected unauthorized workflow use or access

Summary

Managing workflow permissions ensures automated tools in August are accessible only to the appropriate users and are used in a secure, controlled manner. Clear permission management protects confidentiality, improves consistency, and supports firm wide compliance.

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Managing Workflow Permissions & Sharing in August