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How Do I Add Someone with Limited Access?

How Do I Add Someone with Limited Access?

Updated June 23, 2025

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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