Grant delegated access to playbooks

task australia Updated Sep 10, 2026 1 min read grant-delegated-access-to-playbooks.md
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Assign a user as a delegated developer so they can build playbooks within one application.

Before you begin

Role required: admin

Each user assignment covers one application. Configure the application scope before you assign delegated access.

About this task

Grant delegated development access when a user should build playbooks inside a single application rather than across the instance. For more information, see Delegated development access.

Procedure

  1. Navigate to the application record.

  2. Under Related Links, select Manage Developers.

    [Omitted image "pb-perm-delegates.png"] Alt text: Screenshot showing the Manage Developers option.

  3. Search for the user.

  4. In the Developers list, locate the user row and enable the Process Automation Designer permission set.

    To grant all application permissions instead, enable delegated admin access.

  5. Save the record.

Result

The user receives the delegated_developer role and an application-specific role. To build playbooks, the user must switch from the Global application scope to the scope of this application.

Parent Topic:Delegated development access

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