---
title: "Setup for Workflow Integration"
slug: "setup-for-workflow-integration"
updated: 2026-07-14T15:05:21Z
published: 2026-07-14T15:05:21Z
canonical: "help.idibilling.com/setup-for-workflow-integration"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup for Workflow Integration

In Workflow, add a Workflow of type ***Customer***. This makes Workflow functionality available in Customer Care.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/81895.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A56Z&se=2026-11-14T11%3A47%3A56Z&sr=c&sp=r&sig=xK%2Fz5CqyAVupwz8DkqBHQSdOhfQajiIXoRQOoibAy5k%3D)

#### Permissions

The ability to start a Workflow from Customer Care requires the ***Start Workflow*** permission to be enabled. This permission resides in the ***Customer Care Admin*** role.

When this permission is enabled, the **START WORKFLOW** button is available in the Workflow tab in the InfoCenter.