Managing group permissions in Process Street allows you to assign entire groups to Workflows and folders, saving time and ensuring consistency.
Instead of managing permissions for individual users, you can set permissions once for a group, and all users in that group will inherit the same access level.
Users: Only Admins can manage group permissions.
View all permission levels by feature.
To add a group to a folder, first click the cog next to your folder’s name in your Library and select “Share“.
Type the name of the group into the “Name or Email Address” field and click their group name when it appears, as shown above.
If you don’t already have groups created, you can learn how to do that.
To change the permission level of the entire group on your folder, use the dropdown next to the group name to select “Edit & View All“, “Edit & View Own“, “View All“, “Run“, or “View“.
Note: The Edit & View Own permission level is available on certain plans. If you don’t see it in the dropdown, it isn’t enabled for your organization.
To remove a group, click the remove user icon at the far right of their entry.
To add a group to a Workflow, click the three dots next to your Workflow’s name in your Library (or in one of your folders) and then click “Share” from the dropdown menu.
In the permissions tab, type the name of your group into the “Name or Email Address” field and click their group name when it appears.
To change the permission level of the entire group, use the dropdown next to their entry to select “Edit & View All“, “Edit & View Own“, “View All“, “Run“, or “View“.
Note: The Edit & View Own permission level is available on certain plans. If you don’t see it in the dropdown, it isn’t enabled for your organization.
To remove a group, click the “Remove user” icon at the far right of their entry.
Changing the user permission level (for example, “Edit & View All”) of a group also changes the permission of every user in that group in the same way.
For example, if a group is assigned to a Workflow or folder and that group’s permission is changed from “Edit & View All” to “View”, everyone in the group will now have “View” permission in that Workflow or folder.
If you want users to have more control, change their permission to “Edit & View All”. To give users editing access only for content they own, assign “Edit & View Own” instead.
Learn more about folders, Workflows, and user permissions.
Note that folder-level permissions may affect the permissions you already might have set on Workflows.
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