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  How Do I Add Someone with Limited Access?

How Do I Add Someone with Limited Access?

Updated July 28, 2025
Who can use this feature
Related subproduct  Workflows
Available on  All plans

Sometimes you may need to bring someone into your Process Street organization, such as a client, contractor, or team member, but only give them access to specific Workflows, Workflow runs, or tasks.

Process Street makes it easy to provide limited access by inviting users with the appropriate role and setting precise permissions.

It’s also possible to limit access to tasks within a Workflow run by utilizing task permissions.

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