You can manage who can access 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.
Choose the type of access you want them to have.
|
Manage workflow |
Edit all cards |
Edit assigned cards |
|
|---|---|---|---|
|
Edit non-assigned cards |
✓ |
✓ |
|
|
Delete cards |
✓ |
✓ |
|
|
Add new cards |
✓ |
✓ |
|
|
Configure steps |
✓ |
||
|
Give others access |
✓ |
||
|
Delete workflow |
✓ |
If a collaborator should be able to follow up with people in workflows but shouldn't be able to access your entire database, you can change their permission level on their profile to Workflows Only.
From the Actions dropdown on their profile, select Permissions, and then choose the Workflows Only option.
With this permission level, they will only see the Workflows page in People. They can follow their assigned cards through the workflow but can not save notes to profiles, perform bulk actions, or delete cards.
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
To see an X next to a permission level and remove that permission level's access, you must have Manage workflow permissions. You can't remove your own manage permissions.