> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://zuora.ferndocs.com/docs/platform/extensibility/workflow/configure-global-settings-of-workflow/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://zuora.ferndocs.com/_mcp/server. # Configure global settings of Workflow ## Docs - [Manage access permissions for Workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/configure-global-settings-of-workflow/manage-access-permissions-for-workflow.md): Permission management secures workflow access by granting users different levels of access to workflow instances. It helps your organization to meet compliance rules that require restrictions on access to workflows. - [Assign users Workflow access process flow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/configure-global-settings-of-workflow/assign-users-workflow-access/assign-users-workflow-permission-process-flow.md): As a Platform Administrator, you can manage users' access to Workflow by creating and assigning custom Platform Roles with different Workflow access permissions to the users. - [Create a custom platform role for Workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/configure-global-settings-of-workflow/assign-users-workflow-access/create-custom-platform-roles.md): Learn how to create a custom platform role for Workflow. - [Assign a platform role to a Workflow user](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/configure-global-settings-of-workflow/assign-users-workflow-access/assigning-users-workflow-access-permissions.md): Learn how to assign a platform role to a Workflow user. - [Enable alert notifications for workflow failures](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/configure-global-settings-of-workflow/enable-alert-notifications-for-workflow-failures.md): Enable email notifications to get notifications for failures in all workflow instances or in a specific workflow. - [Enable email notifications for a specific workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/configure-global-settings-of-workflow/enable-alert-notifications-for-workflow-failures/enable-email-notifications-for-a-specific-workflow.md): Learn how to enable email notifications for a specific workflow. - [Enable email notifications for all workflow instances in the tenant](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/configure-global-settings-of-workflow/enable-alert-notifications-for-workflow-failures/enable-email-notifications-for-all-workflow-instances-in-the-tenant.md): Learn how to enable email notifications for all workflows instances. - [Configure OAuth login for Workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/configure-global-settings-of-workflow/zuora-login-of-workflow.md): Platform or Workflow administrators can change the authentication credentials that Workflow uses when running workflows in your Zuora tenant. - [Configure global constants of Workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/configure-global-settings-of-workflow/configure-global-constants-of-workflow.md): Global constants in Workflow are encrypted parameters that are valid for all workflows in a Workflow instance. A common scenario for using global constants is to configure credentials for systems that you need to integrate Zuora with. - [Workflow maintenance settings](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/configure-global-settings-of-workflow/workflow-maintenance-utilities.md): To ensure the efficiency and performance of your workflows, you need to perform some maintenance actions to your Workflow instance. - [Authentication providers for Workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/configure-global-settings-of-workflow/authentication-providers-for-workflow.md): Use authentication providers to define reusable authentication settings for Workflow tasks and settings that support saved credentials. Instead of configuring credentials in every task or configuration flow, you create providers once on the Authentication Providers page and then select them where supported in Workflow, such as callout tasks and external SMTP configuration when OAuth is used. - [Add an authentication provider for Workflow](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/configure-global-settings-of-workflow/authentication-providers-for-workflow/add-an-authentication-provider-for-workflow.md): Configure a new authentication provider in Workflow, including basic information and authentication type settings. - [Use authentication providers in Workflow tasks](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/configure-global-settings-of-workflow/authentication-providers-for-workflow/use-authentication-providers-in-workflow-tasks.md): When you configure a Notifications: Callout Workflow task, you can reuse a stored authentication provider instead of entering credentials directly in the task. - [Use an authentication provider for external SMTP](https://zuora.ferndocs.com/docs/platform/extensibility/workflow/configure-global-settings-of-workflow/authentication-providers-for-workflow/use-an-authentication-provider-for-external-smtp.md): Configure Workflow external SMTP to use an existing OAuth authentication provider.