Before you begin
You have the Owner role in your Funnel subscription.
Open the system user
In Funnel, go to your profile menu and select Subscription overview. In the Subscription Management navigation, select Users, then go to the System users tab.
Select the system user you want to change.
Change workspace access
Add workspaces
Under System user access, click Add System user to Workspaces.
Select the workspaces and any roles available on your plan.
Click Add.
Change permissions for one workspace
On Business and Enterprise plans, you can give a workspace different permissions from the others. The Business plan offers Viewer or Editor. The Enterprise plan offers more specific roles. The Starter plan has Editor access only.
In Workspaces and roles, select the workspace's roles.
In Edit Workspace roles, adjust the permissions.
Click Apply.
Remove a workspace
A system user must keep at least one workspace. To remove all its access, delete the system user instead. Use the workspace's remove action, then confirm.
Replace the client secret
When you rotate the secret, the old one stops working right away. Any automation that still uses it can't request new tokens.
Next to Client secret, click Rotate secret.
Update the client secret in every automation that uses this system user before its next token request.
Delete the system user
Delete a system user when its automation no longer needs access. Any automation that uses it stops working. Go to the page's actions menu and select Delete System user.
What to expect
After you change access or replace the secret, test the automation with list_workspaces and check that the expected workspaces appear. Store the client secret and access tokens as securely as passwords. Use a separate system user for each automation. Then you can change access or replace the secret for one job without affecting the others.