Enable the Workflow Designer

June 30, 2025

Access to the Workflow Designer is managed by a local administrator and is not enabled by default. To make the Workflow Designer available, you must modify specific settings in Collibra Console and configure the relevant global permissions in Collibra:

1. Enable a configuration option in Collibra Console. This action makes the Workflow Designer access global permission available in your Collibra environment.
2. Assign the Workflow Designer access global permission. Once available, grant this permission to the appropriate user groups in Collibra, allowing members of these groups to access the Workflow Designer via the Applications menu.

Configure Collibra Console options

To enable the Workflow Designer access global permission, modify the related configuration option in Collibra Console.

Prerequisites

You have the ADMIN or SUPER role in Collibra Console.

Steps

1. Open Collibra Console.
   Collibra Console opens with the Infrastructure page.
2. In the tab pane, expand an environment to show its services.
3. In the tab pane, click the Collibra Platform service of that environment.
4. Click Configuration.
5. Click Edit configuration.
6. In the Workflows configuration section, set Allow access to the Workflow Designer to True.
7. Click Save all.

Assign global permissions

Once the Allow access to the Workflow Designer feature is active, assign the Workflow Designer access global permission to user groups in Collibra Settings.

Prerequisites

You have a global role that has the Product Rights > System administration global permission.

Steps

1. On the main toolbar, click → Settings.
   The Collibra settings page opens.
2. Click Roles and Permissions.
   The roles and permissions settings appear on the Global Roles tab page.
3. Select Global Permissions.
4. Click Edit.
5. Add the global permission Workflow Designer access to a global role.
6. Click Save.

   A link to Workflow Designer is now available for the users assigned to that global role.

   

The System administration permission does not include access to the Workflow Designer.

What's next

Now that you have set up the Workflow Designer, your designated users can:

• Create new workflow apps, including processes and forms.
• Import existing apps, processes, or forms.
• Deploy workflows to your Collibra environment.