Microsoft Purview · Data Map Collections

Workflow Administrator

Access workflow authoring page in Microsoft Purview governance portal and publish workflows on collections where they have access permissions.

Scope: Workflow authoring and publishing within collections where also assigned Data Reader role

Permissions

  • Access the workflow authoring page in Microsoft Purview governance portal
  • Create and configure approval workflows for data governance processes
  • Publish workflows on collections where they have access permissions
  • Design workflow logic and approval chains
  • Configure workflow triggers and conditions
  • Manage workflow templates and reusable components
  • Monitor workflow execution and status

Common use cases

  • Creating approval workflows for data access requests
  • Building workflows for glossary term approval processes
  • Configuring classification change approval workflows
  • Setting up data product publication approval chains
  • Automating data stewardship tasks and approvals
  • Implementing governance checkpoints for sensitive data changes
  • Creating self-service data request workflows

Best practices

  • Design workflows that align with organizational approval policies
  • Start with simple workflows and add complexity as needed
  • Test workflows thoroughly before publishing to production
  • Document workflow logic and approval criteria
  • Coordinate with Collection Administrators on workflow scope
  • Consider timeout and escalation paths for approvals
  • Monitor workflow completion rates and bottlenecks
  • Create reusable workflow templates for common scenarios
  • Involve business stakeholders in workflow design

Security considerations

  • Workflow Administrator only has access to authoring - not data access
  • Requires Data Reader role to access the Purview governance portal
  • Workflows can affect data access and governance decisions
  • Published workflows run in context of their configured permissions
  • Should coordinate with Collection Admins on approval chain participants
  • Monitor workflow logs for unusual approval patterns
  • Ensure workflow approvers have appropriate authority

Official Microsoft Learn documentation →

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