Provisioning Workflows

Dynamic Provisioning workflows let you automatically assign users to the right plan based on real-time data about who they are and how they're accessing your site.

This could include provisioning based on:

• Geographic routing: Automatically restrict EU users from certain content due to licensing restrictions
• Bot protection: Block automated traffic from accessing premium content
• Time-based experiments: Offer higher usage limits to users visiting during peak commuting hours
• Referral-based plans: Assign Facebook referrals to plans that always allow them to view their first article free.

You can make decisions based on: referrer, device type, location, IP address, UTM parameters, time of day, and more.

This works alongside your existing plan configuration, giving you dynamic control over the user experience while maintaining your standard plan structure.

Creating a Provisioning Workflow

To create a provisioning workflow, navigate to Plans in the left-hand navigation, then select the Provisioning Workflow tab.

Here you will see a list of your existing provisioning workflows, with the ability to edit or delete existing workflows.

To add a new workflow, click Add Provisioning Workflow.

You will be prompted to give your workflow a name and optional description.

If you have Brands enabled, you must link this plan to a particular brand or brands, by clicking the 'Link Brands' button. This means the workflow will only be available in environments linked to that specific brand or brands.

Once done, click 'Create Workflow'.

You will be taken to the edit page. This is broken into two tabs: Workflow and Manage.

Workflow

The Workflow tab gives a preview of your workflow, and the ability to enable, disable, or delete the workflow.

Selecting 'Edit Workflow' opens a code editing screen. This is where you will write the custom logic you wish to automate.

For more information, including examples, see our Workflows reference guide.

Once you've written the workflow logic, click 'Update'.

Enable or Disable a Workflow

To enable disable a workflow, navigate to the Workflows section, then locate it in your list of workflows.

Click the 'Edit' icon, then adjust the 'Enable Workflow' toggle.

Delete a Workflow

To delete a workflow, navigate to the Workflows section, then locate it in your list of workflows.

Click the 'Delete' icon. You will be prompted to confirm you wish to delete the workflow. This will permanently remove the workflow from our system. Any access checks relying on the workflow may stop working. To continue, click 'Delete'. Otherwise, click 'Cancel'.

Manage

The Manage tab allows you to alter the name, description and linked brands of your workflow.

Once done, click 'Update'.

Please note: Any changes you make to a workflow will only be available in Preview. If you wish to deploy these changes, create a new version, then deploy to the relevant environment. For more information, see our Environments guide.