---
title: Set up Workflows
description: Configure role-based access to Elastic Workflows.
url: https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/7697/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
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.
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/7697/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.
## Manage access to workflows
Access to workflows is controlled by [Kibana privileges](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/7697/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** |
## Show managed workflows
- Elastic Cloud Serverless: Generally available
- Elastic Stack: Generally available since 9.5
[Managed workflows](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/7697/explore-analyze/workflows/managed-workflows) are Elastic-shipped workflow definitions that install automatically and power product features. They are hidden from workflow experiences by default.
### Turn on the View filter
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/7697/explore-analyze/find-and-organize/find-apps-and-objects).
2. Search for `workflows:ui:showManagedWorkflows` or **Show managed workflows**.
3. Toggle the setting on.
4. Click **Save changes**.
When the setting is on and your role includes the [managed workflow read privileges](#workflows-managed-privileges), the **Workflows** list shows a **View** filter with **Custom** and **Managed** options. **Custom** shows workflows you author yourself. **Managed** shows Elastic-shipped workflows.
### Managed workflow privileges
Managed workflow access uses additive [sub-feature privileges](/elastic/docs-content/pull/7697/deploy-manage/users-roles/cluster-or-deployment-auth/kibana-privileges#_sub_feature_privileges) under **Analytics → Workflows → Managed Workflows Actions**:
| Action | Required privilege |
|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------|
| View managed workflow definitions | **Read managed workflows** |
| View executions for managed workflows | **Read managed workflow execution** |
| Configure the [Alert analysis workflow](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/7697/explore-analyze/workflows/use-cases/security/automate-security-operations/alert-analysis-workflow) settings | **Update managed workflows** |
## Enable the Template library
- Elastic Cloud Serverless: Preview
- Elastic Stack: Preview since 9.5
The [Template library](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/7697/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.
An administrator can enable the Template library by adding the following to `kibana.yml`, then restarting Kibana:
```yaml
uiSettings.globalOverrides:
workflowsManagement:library:enabled: true
```
Have an administrator run the following request from [Dev Tools](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/7697/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
}
}
```
The `/internal/kibana/global_settings` endpoint is an internal API and might change without notice. There is currently no public equivalent.
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/7697/explore-analyze/workflows/get-started/build-your-first-workflow) to learn more.
- Create or edit a workflow by describing it in plain language. Refer to [Author workflows with natural language](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/7697/explore-analyze/workflows/authoring-techniques/use-natural-language) 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/7697/explore-analyze/workflows/authoring-techniques/use-yaml-editor) to learn more.
- Learn what [managed workflows](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/7697/explore-analyze/workflows/managed-workflows) are, or configure the Security [Alert analysis workflow](https://docs-v3-preview.elastic.dev/elastic/docs-content/pull/7697/explore-analyze/workflows/use-cases/security/automate-security-operations/alert-analysis-workflow).