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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Collaboration permissions

Assign permissions to define what collaborators can do.

PermissionDescription
PlaybooksGrants access to work with the Playbooks design environment to create processes. Editing activity subflows or actions requires the Flow Designer permission.
All MetadataGrants access to work with all metadata.
IntegrationsGrants access to web service APIs, REST APIs, data sources, and Integration Hub - Import.
UI BuilderGrants access to work with UI Builder to build out more complex interfaces.
Mobile buildersGrants access to build mobile experiences, such as with Mobile App Builder.
Security ManagementGrants access to security management files, such as Access Control Lists and roles.
Service PortalGrants access to work with Service Portal editors and tools.
NotificationsGrants access to create automatic email notifications and work with email templates.
Invite collaboratorsGrants access to invite developers to collaborate on an app.
WorkflowGrants access to the Workflow Editor and Activity Creator.
ReportingGrants access to reports and scheduled reports.
Workflow StudioGrants access to the Workflow Studio design environment to create flows and actions.
Service CatalogGrants access to work with catalog-related file types such as catalog items, record producers, and variables to add catalog items to apps.
Tables & formsGrants access to model and layout-related file types such as table columns, form layout, and list layout.
Decision TablesGrants access to work with Decision Tables to create decision logic based on multiple if-then rules.