Process Access Rights

Process Access Rights

Feature available to: Editor • Admin

What are Process Access Rights?

Process access rights allow you to ensure workspace users have the appropriate access to the processes relevant to them.

You may set access rights for processes to prevent unauthorised users from viewing and/or editing your processes.

Access rights are configured for individual processes within the workspace (not to be confused with Workspace Roles, see: Managing Users). 

Accessing access rights for a process

Access rights for a process can be set up when first creating a new process or retrospectively after the process has been created. In both instances access rights access rights can be set-up and managed within the process properties. 

When creating a new process, you'll be able to configure the process properties by clicking 'more options'. 



When retrospectively configuring or managing access rights, you can access the process properties via the process menu then click 'more options'. 



Managing access rights for a process

There are two types of access rights that can be configured for a process, 'Viewing' rights & 'Edit' rights.

Restricting viewing rights for a process

Use the toggle button to turn on restricted viewing for a process. Once turned on, this process will only be viewable to you and the workspace administrator(s). 

Users who can view the process

To assign viewing rights for additional users in a workspace, use the text field to type a users name and select them from the drop down list.

Repeat this step for each additional user.


User groups who can view the process

Available in Product Plan: • Management
Providing you have user groups set up in your workspace, you can assign user group(s) to have restricted viewing access. This feature is helpful when assigning access for multiple users.

Use the text field to type a user group name and select the group from the drop down list.


Restricting editing rights for a process

Use the toggle button to turn on restricted editing for a process. Once turned on, this process can only be edited by you and the workspace administrator(s). 

Users who can edit the process

To assign edit rights for additional users in a workspace, use the text field to type a users name and select them from the drop down list.

Repeat this step for each additional user.

User groups who can edit the process

Available in Product Plan: • Management
Providing you have user groups set up in your workspace, you can assign user group(s) to have restricted edit access. This feature is helpful when assigning access for multiple users.

Use the text field to type a user group name and select the group from the drop down list.

See Also

  1. Article: User Groups
  2. Article: Workspace User Roles

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