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Set up workflows

Before you can use workflows, you need to turn on the feature and ensure users have the appropriate permissions. In addition, you must have the appropriate subscription. Refer to the subscription page for Elastic Cloud and Elastic Stack/self-managed for the breakdown of available features and their associated subscription tiers.

The workflows feature is turned off by default. To turn it on:

  1. Go to the Advanced Settings management page in the navigation menu or using the global search field.
  2. Search for workflows:ui:enabled.
  3. Toggle the setting on.
  4. Click Save changes to turn on workflows in your space, then reload the page.

The Workflows page displays in the main navigation menu and you can search for it using the global search field.

Access to workflows is controlled by Kibana privileges. The following table describes privileges required to create, edit, run, and manage workflows.

Action Required privilege
Access the Workflows page All or Read for Analytics > Workflows
Fully manage workflows All for Analytics > Workflows
Grant access to specific workflow actions Set sub-feature privileges for Analytics > Workflows