---
title: Set up Workflows
description: Configure role-based access to Elastic Workflows.
url: https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/7656/explore-analyze/workflows/get-started/setup
products:
  - Elastic Cloud Enterprise
  - Elastic Cloud Hosted
  - Elastic Cloud Serverless
  - Elastic Cloud on Kubernetes
  - Elastic Stack
  - Kibana
applies_to:
  - Elastic Cloud Serverless: Generally available
  - Elastic Stack: Generally available since 9.4, Preview in 9.3
---

# Set up Workflows
<applies-switch>
  <applies-item title="{ "stack": "ga 9.4+", "serverless": "ga" }" applies-to="Elastic Cloud Serverless: Generally available, Elastic Stack: Generally available since 9.4">
    To use workflows, ensure your role has the appropriate privileges. You must also have the appropriate subscription. Refer to the subscription page for [Elastic Cloud](https://www.elastic.co/subscriptions/cloud) and [Elastic Stack/self-managed](https://www.elastic.co/subscriptions) for the breakdown of available features and their associated subscription tiers.
  </applies-item>

  <applies-item title="stack: preview 9.3" applies-to="Elastic Stack: Preview since 9.3">
    To use workflows, you must turn on the feature and ensure your role has the appropriate privileges. You must also have the appropriate subscription. Refer to the subscription page for [Elastic Cloud](https://www.elastic.co/subscriptions/cloud) and [Elastic Stack/self-managed](https://www.elastic.co/subscriptions) for the breakdown of available features and their associated subscription tiers.

    ### Enable workflowsThe 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](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/7656/explore-analyze/find-and-organize/find-apps-and-objects).
    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.
  </applies-item>
</applies-switch>


## Manage access to workflows

Access to workflows is controlled by [Kibana privileges](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/7656/deploy-manage/users-roles/cluster-or-deployment-auth/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** |


## Enable the Template library

<applies-to>
  - Elastic Cloud Serverless: Preview
  - Elastic Stack: Planned
</applies-to>

The [Template library](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/7656/explore-analyze/workflows/templates/start-from-a-template) is turned off by default and must be enabled by an administrator. If you don't see **Template library** in the Workflows navigation, ask an administrator to turn it on.
<applies-switch>
  <applies-item title="stack: preview 9.5+" applies-to="Elastic Stack: Planned">
    An administrator can enable the Template library by adding the following to `kibana.yml`, then restarting Kibana:
    ```yaml
    uiSettings.globalOverrides:
      workflowsManagement:library:enabled: true
    ```
  </applies-item>

  <applies-item title="serverless:" applies-to="Elastic Cloud Serverless: Generally available">
    Have an administrator run the following request from [Dev Tools](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/7656/explore-analyze/query-filter/tools/console) to enable the Template library. This is a global setting, so it applies to your entire project, in all spaces:
    ```json
    POST kbn:/internal/kibana/global_settings
    {
      "changes": {
        "workflowsManagement:library:enabled": true
      }
    }
    ```
  </applies-item>
</applies-switch>

<note>
  The `/internal/kibana/global_settings` endpoint is an internal API and might change without notice. There is currently no public equivalent.
</note>

After the Template library is enabled, reload the **Workflows** page. It can take a few minutes and several reloads before **Template library** appears in the navigation.

## What's next

- Create and run your first workflow. Refer to [Build your first workflow](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/7656/explore-analyze/workflows/get-started/build-your-first-workflow) to learn more.
- Understand how to use the YAML editor in Kibana to define and run workflows. Refer to [Use the YAML editor](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/7656/explore-analyze/workflows/authoring-techniques/use-yaml-editor) to learn more.