Nintex Workflow and Nintex Apps connected user management

If you are licensed to access both Nintex Workflow and Nintex Apps, then the users that you add in Nintex Workflow are automatically authenticated and authorized to use both parts of the product, ensuring a connected user experience.

First, create users in Nintex Workflow. Then, when users access Nintex Apps for the first time, their user record will appear on the Users page. Users assigned a Participant role in Nintex Workflow will be assigned the Standard site permission set in Nintex Apps; all other users will be assigned the Admin site permission set.

Tip:

For detailed information on Nintex Workflow authorizations, workflow settings, and Nintex Data permissions, see Configure single sign-on using SAML protocol, Workflow settings, and Table permissions.
For detailed information on Nintex Apps site and app permissions, see Permissions in Nintex Apps .

To set up users in the connected experience:

If the user will be accessing Nintex Workflow and they are a new user, add them on the User management page in Nintex Workflow. The new user will receive a welcome email from Nintex with links and sign-on instructions. For more information about adding users in Nintex Workflow, see Add, edit, and remove tenant users.
Assign the user an appropriate Nintex Workflow role based on their allowed permissions. For information about assigning roles in Nintex Workflow, see Add, edit, and remove tenant users.

When the new user first attempts to access Nintex Apps, they will be autoprovisioned in Nintex Apps. Users assigned a Participant role in Nintex Workflow will be assigned the Standard site permission set in Nintex Apps; all other users (including Global administrators, Automation administrators, Designers, and Developers) will be assigned the Admin site permission set.

If the user previously existed in Nintex Apps and was assigned the Admin site permission set and you set them up as a new Participant user in Nintex Workflow, they will be reassigned with the Standard site permission set in Nintex Apps. If they were previously assigned the Standard site permission set in Nintex Apps, no permission set changes will be made.

If the user previously existed in Nintex Apps and was assigned the Standard site permission set and you set them up as a new Global administrator, Automation administration, Designer, or Developer user in Nintex Workflow, they will be reassigned with the Admin site permission set in Nintex Apps. If they were previously assigned the Admin site permission set in Nintex Apps, no permission set changes will be made.
If needed, modify the user's Nintex Apps permission set based on their allowed permissions. Most of the time, the assigned permission set will appropriate for the user and you will not need to modify it. For information about modifying permission sets in Nintex Apps, Permissions in Nintex Apps .

When single sign-on is enabled, users can log in and access applicable parts of the connected experience.