Roles and Permission levels

The Flow settings page allows you to manage each flow’s permission levels and roles.

We support the following permission levels and roles:

1. Manager: Possesses unrestricted access and full control of a flow and a task, including editing flows and on-going tasks management.

2. Owner: Can view all tasks and use the activity log chatter. The purpose of this permission level is to designate a process owner who will have full visibility.

3. Collaborator: Can view all tasks and use the activity log chatter. In addition to pre-designation as a Collaborator, each Assignee or User mentioned in the Tasks’s activity log will be added as a collaborator.

4. Requester: Can initiate a flow and view only tasks requested by it.

5. Assignee: Similar permission level as a Collaborator, with additional permissions specific for the task the user has been assigned too (such as an Approver or lawyer assigned to a Negotiation). Important note: the Assignee is set in the applicable Step in the Flow builder (for example, when adding the Approval Step), and not in the settings page.

Permission Matrix