User management

  An administrator role is required. For information, see User roles.

In the User management page, you can:

Access the User management page

  1. On the top navigation bar, click Settings.

    The License and subscription page appears, with options on the left.

  2. On the left, click User management.

Configure identity federation

You must be a verified primary domain owner.

You can choose to configure the identity federation of your Nintex Workflow Cloud tenant by:

Delete identity federation

Administrator and verified primary domain owner access is required.

Important: Once a federation is deleted, all the users registered with your identity provider will no longer be able to sign into your Nintex Workflow Cloud tenant via Single sign-on.

  1. Open the User management page: Click Settings and then click User management.
  2. Under the Identity federation section, click and select Delete for the required provider.
  3. Sign out and sign into your Nintex Workflow Cloud tenant to complete the deletion process.
  4. The corresponding identity federation is removed.

    Important: Any users listed in the User management > Users settings will be able to access your Nintex Workflow Cloud tenant with their unfederated username and password. We recommend reviewing the list of users after deleting the federation.

Configure identity federation settings

You must be a verified primary domain owner.

After you set up Single sign-on, you can configure auto-acceleration and welcome emails for the federated domain/tenant.

Note: You must be a global administrator and have completed domain verification in order to configure identity federation settings. For more information, see Domain management.

  1. Click Settings and then click User management to open the User management page.
  2. In the Identity federation settings section, toggle Enable auto-acceleration. Configuring this setting enacts the following changes: 
    • If enabled: After establishing a Single sign-on connection, you will sign into the Nintex Workflow Cloud tenant and the Nintex Workflow Cloud sign-in screen will not be displayed. You may or may not see the identity federation provider sign-in screen, depending on your identity federation provider configuration.

    • If disabled: For every login, you will need to sign into the Nintex Workflow Cloud tenant. You may or may not see the identity federation provider sign-in screen, depending on your identity federation provider configuration.

  3. (Optional) Toggle Send welcome email to new participant role users. This setting is off by default.

Create, edit, and manage user groups

Create new groups of users. Permissions of workflows and connections can be assigned to the created groups in order to share the workflows and connections with the members in the group.

Add, edit, and remove tenant users

User roles

Nintex Workflow Cloud users can be assigned one of the following user roles:

  • Participant: Permissions to view and submit forms, and view and manage their tasks in Nintex Workflow Cloud tenant via the Nintex Mobile app and the My Nintex > Forms page. Tasks with authentication enabled will require assignees to have Participant access.
  • Designer: Permissions to create and manage workflows and view tasks for the workflows they own. Includes permissions of the Participant role.
  • Developer: Permissions to create and manage custom connectors. For instructions on creating custom connectors, see Nintex Xtensions SDK. Includes permissions of the Designer role and Participant role.
  • Automation administrator: Permissions to access all the Nintex Workflow Cloud tenant pages, which includes My Nintex, Automate, and Settings. Automation administrators can override all tasks for all workflows. They can add users, but are not able to assign the Global administrator role. Automation administrators cannot configure Identity federation. Includes permissions of the Developer role, Designer role, and Participant role.
  • Global administrator: All permissions in Nintex Workflow Cloud, including configuring Identity federation, and can assign Global administrator role to other users. Includes permissions of the Automation administrator role, Developer role, Designer role, and Participant role.

    Note: The Global administrator role is assigned automatically to the first person to request a Nintex Workflow Cloud tenant.

For information about workflow owner and business owner permissions for workflows, see Manage workflow permissions.

Permissions

The table below shows the permissions for each user role:

 

Participant

Designer

Developer

Automation

administrator

Global

administrator

Nintex Mobile app

         

Complete tasks

Submit forms

My Nintex          
Complete tasks

Submit forms

Automate

 

 

 

 

 

Create and modify workflows

Assign Workflow owner and Business owner permissions * With Workflow owner permissions : With Workflow owner permissions :

Create connections

Depends on Connection settings

Depends on Connection settings

Assign connection permissions Depends on Connection settings Depends on Connection settings

Access Xtensions framework

View workflow instances*
View tasks*
Override tasks
Settings          
Domain management
Configure identity federation
Add and manage users
Add and manage groups

Assign Global administrator role to users

View and manage tokens
Important: 

*If the user has business owner permission for a workflow, they are able to view instance details and tasks for that workflow from Workflow tracking in My Nintex, despite their assigned role in User management. For information about applying permissions for workflows, see Manage workflow permissions.