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Enable workflows for your org

Turn on the workflow engine for your organization and pick the service account that powers scheduled triggers. For organization admins doing the one-time setup.

Before you start

You need:

  • The Admin role in this organization.
  • The Workflows feature enabled for your organization. If you don't see a Workflows tab under Admin → Settings, contact Neowit to have it activated.
  • A service account for the engine to run as. This is the identity schedule-based triggers execute under. If you don't have one yet, create it first — see Service account setup.

Turn on the engine

  1. Click the Admin hexagon in the top-left of the app.
  2. Go to Settings. Select the Workflows tab — the page is titled Workflow Engine.
  3. Toggle Enable workflow engine on.
  4. Pick an Execution Service Account from the dropdown.
  5. Leave Completed job retention (days) at 14 and Stale job timeout (days) at 2 unless you have a specific reason to change them. See Org policy for what each setting does and the allowed ranges (5–30 for retention, 1–7 for stale timeout).
  6. Click Save. A "Policy updated" confirmation appears.

[SCREENSHOT] The Workflow Engine settings page with the "Enable workflow engine" toggle on, the "Execution Service Account" dropdown showing a selected account, and the retention/timeout fields at their defaults (14 and 2). The Save button is visible at the bottom.

If you hit the service-account warning

When you switch the toggle on before picking a service account, a warning banner appears:

A service account must be selected for workflows to execute. Create one in Settings → Service Accounts.

To resolve it:

  1. Open Admin → Settings → Service accounts in a new tab.
  2. Create a service account (name it something like "Workflows" so it's obvious what it's for).
  3. Come back to the Workflow Engine page and pick the new account from the dropdown.
  4. Click Save.

[SCREENSHOT] The Workflow Engine page with the enable toggle on but no service account selected. The yellow warning banner sits between the dropdown and the retention field.

Verify it worked

  • Reload the page. The toggle stays on, the service account stays selected.
  • A Workflows entry now appears in the left navigation.
  • Click it. The Workflows list loads and you can create a new workflow with the New workflow button in the top right.

[SCREENSHOT] The Neowit left navigation with the "Workflows" entry newly visible between existing items. The entry has a DataObject icon and the label "Workflows".

If the Workflows entry doesn't show up, sign out and back in — the navigation caches feature flags and sometimes needs a fresh session.

Turning it off later

Same page: toggle Enable workflow engine off and click Save. Existing workflows stop receiving triggers but their definitions and execution history are preserved. See Org policy for the full semantics of pausing and resuming.

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