Cloud Platform and Governance
What to know
Designer Cloud runs in a governed workspace model. Understand workspaces, roles/permissions (who can view, edit, run, and share), connections with stored credentials, and scheduling of workflows. Governance covers data access controls, credential management, and auditability. Know that sharing a workflow does not necessarily share the underlying connection credentials unless permissions allow.
Traps
- Assuming a shared workflow grants access to a connection the recipient lacks.
- Confusing workspace-level permissions with connection-level permissions.
- Scheduling a workflow that depends on a source the scheduler's credentials cannot reach.
- Editing a shared connection affecting every workflow that uses it.
Rule of thumb
Separate concerns: connections own credentials, workspaces own people, workflows own logic. When access fails, check all three layers in that order.
Worked example: A colleague can open a shared workflow but the run fails on input. The connection is restricted to a group the colleague is not in. Fix: grant connection access (or use a shared service credential) rather than re-sharing the workflow.