What it does
Agency users can now set the default builder for new workflows (Standard or Advanced) and decide who’s allowed to switch a workflow’s view between builders.
Why we’re doing this
Teams want flexibility in how they build. This update makes it simple to pick a default, grant the right access, and grow Advanced Builder feature usage at your pace - while keeping control centralized with the agency.
Who it’s for
Agency Admins (to set defaults and permissions). It benefits sub-account admins/users by letting them work in Advanced without waiting on an admin - if permitted.
How to use
- Go to Workflows → Global Workflow Settings.
- Select the default builder (Standard or Advanced) and confirm.
- Set who can switch between builders (roles).
- New workflows will now open in the chosen default for all users.
Notes
- The default applies only to new workflows Existing workflows are unchanged.
- Any individual workflow can still be set to a different builder later. The last saved choice at the workflow level wins.
- Example: if the default is Advanced but someone switches a specific workflow to Standard, that workflow will keep opening in Standard until changed again.
Preview:
