Restrict access to an activity definition

task australia Updated Sep 10, 2026 1 min read restrict-access-to-activity-definition.md
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Limit which users can add a specific activity definition to a playbook.

Before you begin

Role required: playbook.admin

About this task

Set Required Roles when an activity is sensitive and only certain roles should use it. Required roles override content access filtering, so a user without the required role can't use the activity definition even when a content filtering rule grants access to it.

Note: Both the playbook.admin and pd_content_author roles can edit activity definitions, but only the playbook.admin role can edit the Required Roles field.

Procedure

  1. Navigate to Process Automation > Playbook Administration > Activity Definition.

  2. Select the activity definition you want to restrict access to.

  3. In the Required Roles field, add the roles that a user must have to use this activity definition.

  4. Select Update.

Result

Users without one of the required roles can't select the activity definition when they build a playbook. Playbooks that already contain the activity definition open read-only for those users.

Parent Topic:Content access filtering

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