{"id":5659,"date":"2023-02-22T08:00:50","date_gmt":"2023-02-22T08:00:50","guid":{"rendered":"https:\/\/www.process.st\/help\/docs\/group-permissions\/"},"modified":"2026-06-10T13:54:05","modified_gmt":"2026-06-10T13:54:05","slug":"group-permissions","status":"publish","type":"ht_kb","link":"https:\/\/www.process.st\/help\/docs\/group-permissions\/","title":{"rendered":"Managing Group Permissions"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Managing group permissions in Process Street allows you to assign entire groups to <a href=\"https:\/\/www.process.st\/help\/docs\/templates\/\">Workflows<\/a> and <a href=\"https:\/\/www.process.st\/help\/docs\/folders\/\">folders<\/a><\/span><span style=\"font-weight: 400;\">, saving time and ensuring consistency. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Instead of managing permissions for individual users, you can set permissions once for a <a href=\"https:\/\/www.process.st\/help\/docs\/groups\/\">group<\/a>, and all users in that group will inherit the same access level.<\/span><\/p>\n<p><b><i>Users: Admins and Builders with edit access to a folder or workflow can manage its group permissions. Only Admins can create new groups (via Settings).<\/i><\/b><\/p>\n<p><strong><em>View <a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1S6eKnPtmYz48UweVcfqHhcVW1W_qrkPocjYaxiBucII\/edit?usp=sharing\">all permission levels by feature<\/a>. <\/em><\/strong><\/p>\n<h2><b>Examples &amp; Use Cases<\/b><\/h2>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Departmental Access:<\/b><span style=\"font-weight: 400;\"> Assign the <\/span><b>Sales<\/b><span style=\"font-weight: 400;\"> group to all sales-related workflows with <\/span><b>Edit &amp; View All<\/b><span style=\"font-weight: 400;\"> permissions.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Project-Based Access:<\/b><span style=\"font-weight: 400;\"> Assign project-specific groups to workflows with <\/span><b>Run<\/b><span style=\"font-weight: 400;\"> access for execution-only roles.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Compliance Teams:<\/b><span style=\"font-weight: 400;\"> Provide <\/span><b>View All<\/b><span style=\"font-weight: 400;\"> access to compliance teams for auditing purposes.<\/span><\/li>\n<\/ul>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/cDSLqlan2zw\" width=\"100%\" height=\"406\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<h2>Managing groups in a folder<\/h2>\n<p>To add a group to a folder, first click the cog next to your folder&#8217;s name in your <a href=\"https:\/\/www.process.st\/help\/docs\/library\/\">Library<\/a> and select &#8220;<strong>Share<\/strong>&#8220;.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-15029\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/share-folder.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Type the name of the group into the &#8220;Name or Email Address&#8221; field and click their group name when it appears, as shown above.<\/p>\n<p>If you don&#8217;t already have groups created, you can <a href=\"https:\/\/www.process.st\/help\/docs\/groups\/\">learn how to do that<\/a>.<\/p>\n<p>To change the permission level of the entire group on your folder, use the dropdown next to the group name to select &#8220;<strong>Edit &amp; View All<\/strong>&#8220;, &#8220;<strong>Edit &amp; View Own<\/strong>&#8220;, &#8220;<strong>View All<\/strong>&#8220;, &#8220;<strong>Run<\/strong>&#8220;, or &#8220;<strong>View<\/strong>&#8220;.<\/p>\n<blockquote>\n<p><strong>Note:<\/strong> The <strong>Edit &amp; View Own<\/strong> permission level is available on certain plans. If you don&#8217;t see it in the dropdown, it isn&#8217;t enabled for your organization.<\/p>\n<\/blockquote>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-15030\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/change-group-permission.gif\" alt=\"\" width=\"100%\" \/><\/p>\n<p>To remove a group, click the remove user icon at the far right of their entry.<\/p>\n<h2>Managing groups in a Workflow<\/h2>\n<p>To add a group to a Workflow, click the three dots next to your Workflow&#8217;s name in your Library (or in one of your folders) and then click &#8220;<strong>Share<\/strong>&#8221; from the dropdown menu.<\/p>\n<div style=\"width: 1280px;\" class=\"wp-video\"><video class=\"wp-video-shortcode\" id=\"video-5659-1\" width=\"1280\" height=\"720\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/s3-us-west-2.amazonaws.com\/bolin\/wp-content\/uploads\/2021\/09\/workflow-add-group.mp4?_=1\" \/><a href=\"https:\/\/s3-us-west-2.amazonaws.com\/bolin\/wp-content\/uploads\/2021\/09\/workflow-add-group.mp4\">https:\/\/s3-us-west-2.amazonaws.com\/bolin\/wp-content\/uploads\/2021\/09\/workflow-add-group.mp4<\/a><\/video><\/div>\n<p>In the permissions tab, type the name of your group into the &#8220;Name or Email Address&#8221; field and click their group name when it appears.<\/p>\n<p>To change the permission level of the entire group, use the dropdown next to their entry to select &#8220;<strong>Edit &amp; View All<\/strong>&#8220;, &#8220;<strong>Edit &amp; View Own<\/strong>&#8220;, &#8220;<strong>View All<\/strong>&#8220;, &#8220;<strong>Run<\/strong>&#8220;, or &#8220;<strong>View<\/strong>&#8220;.<\/p>\n<blockquote>\n<p><strong>Note:<\/strong> The <strong>Edit &amp; View Own<\/strong> permission level is available on certain plans. If you don&#8217;t see it in the dropdown, it isn&#8217;t enabled for your organization.<\/p>\n<\/blockquote>\n<p>To remove a group, click the &#8220;Remove user&#8221; icon at the far right of their entry.<\/p>\n<h2>Permission levels<\/h2>\n<p>Changing the <a href=\"https:\/\/www.process.st\/help\/docs\/user-permissions\/\">user permission<\/a> level (for example, &#8220;Edit &amp; View All&#8221;) of a group also changes the permission of every user in that group in the same way.<\/p>\n<p>For example, if a group is assigned to a Workflow or folder and that group&#8217;s permission is changed from &#8220;Edit &amp; View All&#8221; to &#8220;View&#8221;, everyone in the group will now have &#8220;View&#8221; permission in that Workflow or folder.<\/p>\n<p>If you want users to have more control, change their permission to &#8220;Edit &amp; View All&#8221;. To give users editing access only for content they own, assign &#8220;Edit &amp; View Own&#8221; instead.<\/p>\n<p>Learn more about <a href=\"https:\/\/www.process.st\/help\/docs\/folders\/\">folders<\/a>, <a href=\"https:\/\/www.process.st\/help\/docs\/templates\/\">Workflows<\/a>, and <a href=\"https:\/\/www.process.st\/help\/docs\/user-permissions\/\">user permissions<\/a>.<\/p>\n<p><em>Note that folder-level permissions may affect the permissions you already might have set on Workflows.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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: Admins and Builders with edit access [&hellip;]<\/p>\n","protected":false},"author":3,"template":"","meta":{"_acf_changed":false,"available_plan":"All plans","available_product":"Settings","footnotes":""},"ht_kb_category":[211,180],"ht_kb_tag":[220,210],"class_list":["post-5659","ht_kb","type-ht_kb","status-publish","hentry","ht_kb_category-permissions","ht_kb_category-organization-management","ht_kb_tag-groups","ht_kb_tag-permissions"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5659","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/users\/3"}],"version-history":[{"count":6,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5659\/revisions"}],"predecessor-version":[{"id":10050,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5659\/revisions\/10050"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/media?parent=5659"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_category?post=5659"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_tag?post=5659"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}