You can manage who has access to a workflow by making it visible only to certain individuals or permission levels.
From the workflow, choose who to give access to the workflow based on their permission level, or you can choose a specific person.
Important
You can only share workflows with users who have permissions of at least Viewer.
Choose the type of access you want them to have.
Access Type |
Ability |
|||||
---|---|---|---|---|---|---|
Edit assigned cards |
Edit non-assigned cards |
Delete cards |
Add new cards |
Configure steps, give others access |
Delete workflow |
|
Edit assigned cards |
✓ |
|||||
Edit all cards |
✓ |
✓ |
✓ |
✓ |
||
Manage workflow |
✓ |
✓ |
✓ |
✓ |
✓ |
✓ |
When someone doesn't have access to a workflow, they won't see it in the list of workflows or see any of the workflow's cards from a profile page. Unless you've told them about it, they won't even know the workflow exists.
From the Workflow, click the X next to a person's name to remove a permission level or person's access to the workflow.
Important
In order to see an X next to a permission level and remove that permission level's access, you will need to have Manage workflow permissions. You can't remove your own manage permissions.