User Types

User types define how user profiles are created and managed within Smart Flow. User types define how you added them to Smart Flows. User Roles define what they can do.

There are several user types in Smart Flows:

Role

Function

Experlogix Smart Flows Administrator

Administrators have access to all components of Smart Flows with no restrictions. They are also able to assign and manage the roles of other users.

Experlogix Smart Flows Designer

Designers have a reduced number of Project Console abilities with a focused set of permissions related to creating managing templates and flows with permissions for managing your Project Console settings. They can access the Template Builder add-in for designing templates.

Experlogix Smart Flows User

Users can access Flow Execution Panel and run flows.

Smart Flows Workflow Executor

Group role that allows non-Smart Flows users to execute Microsoft Dynamics 365 CE Workflows. These users are not synced in Smart Flows. The Smart Flows Workflow Executor user role only exists in Microsoft Dynamics 365 CE.