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Workflow authorizations let workflows and AI-assisted operations perform SDX actions on behalf of an authorized user. An authorization stores delegated access for a user in your organization, then workflows can reference it when they need to call protected SDX capabilities. Use authorizations deliberately. They define whose access is being used when a workflow makes platform changes.

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Prerequisites

Before you create or assign an authorization, make sure you have:
  • Permission to create workflows and workflow authorizations.
  • A user account with the scopes needed by the workflow.
  • A clear owner for the workflow.
  • A review process for workflows that change network state.

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How Authorizations Work

An authorization records:
  • The user identity.
  • The email shown in the workflow authorizations table.
  • The creation date.
  • The workflows currently using the authorization.
Tokens are handled by the workflow service. If an access token expires, the service refreshes it with the stored refresh token when possible.

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Create An Authorization

1

Open authorizations

Go to Automation, open Workflows, then open Authorizations.
2

Add an authorization

Click Add. SDX creates an authorization URL for the login flow.
3

Complete the login flow

Sign in as the user whose access the workflow should use. The resulting authorization is stored for the organization.
4

Assign it to workflows

When creating or editing a workflow, select the authorization that matches the workflow’s operational owner and permissions.

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Revoke An Authorization

You can revoke authorizations that are no longer needed. If workflows are still using an authorization, SDX shows the affected workflows and blocks deletion until you remove those dependencies or assign a different authorization. Before revoking:
  • Check how many workflows use the authorization.
  • Replace it on active workflows.
  • Test at least one workflow run with the replacement authorization.
  • Revoke the old authorization after dependent workflows are updated.

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Authorization Versus Vault

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Best Practices

  • Create authorizations for service-owned operator accounts when possible, not personal accounts that may leave the organization.
  • Keep workflow permissions as narrow as your role model allows.
  • Review authorizations during offboarding.
  • Watch workflow logs after changing authorizations.
  • Do not reuse a powerful authorization for unrelated workflows.