Access Control for Workflow Folders

Managing permissions for workflow folders is crucial for safeguarding and efficiently organizing your workflows. This guide delves into the importance of folder permissions in workflow management and outlines how they function.

The Importance of Folder Permissions

When you develop workflows to streamline tasks and manage content, protecting them from unauthorized changes is essential. Folder permissions act as a protective layer, ensuring that only designated individuals can access, create, or modify workflows within specific folders. This security measure is vital for maintaining the integrity of your workflows.

Who Benefits from Folder Permissions?

Folder permissions are a premium feature available to users subscribed to the Agency Pro Plan or higher. These permissions offer advanced control, making them ideal for organizations and professionals who require stringent management of their workflow folders.

Limiting Access to Workflow Folders

One of the primary advantages of folder permissions is the ability to restrict access to specific folders. You can effectively lock down folders so that only authorized users have access, ensuring that others are unaware of their existence and cannot alter the workflows within.

Steps to Configure Folder Permissions

Setting up folder permissions is a simple process:

1. Navigate to the folder where you want to manage access (either by hovering over an existing folder or creating a new one).

2. Click on the "Actions" drop-down menu.

3. Select "Manage Permissions."

4. Assign the appropriate user type (such as an agency admin) and specify the role that should have access to the folder and its workflows.

User Access Levels and Roles

Folder permissions are determined based on user types and roles:

Experience of Users Without Access

Here's what users without access to a restricted folder can expect:

• Folder Visibility: Restricted folders may not appear in their folder list.

• Workflow Access: Even if the folder is visible, they cannot open or interact with the workflows within.

• Limited Functionality: These users cannot create, edit, or perform any actions on workflows in the restricted folder.

• No Editing Rights: Attempting to edit a workflow will result in a notification about insufficient permissions.

• Permissions Management: They cannot alter access permissions and must rely on authorized users for such changes.

• Contact Information Viewing: They may view workflows related to contacts but cannot modify those associated with restricted folders.

Conclusion

In essence, folder permissions serve as a critical gatekeeper for your workflows, ensuring that only authorized individuals can access and modify them. Whether you're managing workflows at a professional level or as a part of your daily tasks, understanding and implementing folder permissions is essential for maintaining order and security.