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Manage member permissions

Administrators only

How to control what team members can do

Section titled “How to control what team members can do”

Go to any template’s Settings menu or a running process’s Settings panel, then adjust the permission checkboxes for each Standard member.

What you need

Section titled “What you need”
  • Administrator role
  • Standard members whose permissions you want to manage

Types of permissions

Section titled “Types of permissions”

As an Administrator, you control exactly what Standard members can and can’t do. Five permission areas apply per template:

  1. Edit - Can this person change specific templates? One wrong edit affects every future process.
  2. Read - Can they see specific templates in the library?
  3. Launch - Can they start new processes from specific templates?
  4. View processes - Can they find and view running processes from this template?
  5. Duplicate - Can they duplicate this template?

Setting permissions for a specific template

Section titled “Setting permissions for a specific template”
  1. Open the template you want to manage
  2. Click Settings while editing the template
  3. Go to the Permissions tab
  4. Check or uncheck boxes for specific Standard members or groups
  5. Click Save

Setting permissions for a running process

Section titled “Setting permissions for a running process”

You can hide specific running processes from certain team members.

  1. Find the running process in the Processes list (sidebar)
  2. Click Settings for that process
  3. Go to the Permissions section
  4. Adjust who can see this running process
  5. Click Save

Tips for managing permissions

Section titled “Tips for managing permissions”
  • Template editing is powerful - one accidental change to a template affects every future process launched from it. Only give this to people who understand your workflows.
  • Don’t over-restrict process visibility. If someone needs to collaborate on running processes, they need view access. Being too restrictive creates bottlenecks.
  • Process launching needs training. Make sure people understand a workflow before giving them launch permissions.
  • Review permissions regularly - especially after promotions, role changes, or department transfers.
  • Use groups, not individuals. Permissions can be assigned per group, which is much easier than managing person by person.
Section titled “Related articles”

Footnotes

Section titled “Footnotes”

  1. Light members complete tasks assigned to them but can’t create or edit templates ↩

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