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:

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