Introduction to Permissions
Permissions in Workflo define what users can view, edit, or manage within workspaces, projects, and tasks. Proper permission management protects sensitive data, ensures accountability, and maintains workflow efficiency.
Key Features
- Granular Control: Assign specific access rights at workspace, project, or task level.
- Role-Based Permissions: Group users into roles with predefined access sets.
- Temporary Access: Grant time-limited access for external collaborators.
- Audit and Monitoring: Track permission changes for accountability.
Setting Permissions
- Open the ‘Permissions’ section in your admin dashboard.
- Select the user or group to configure.
- Assign appropriate access rights: view, comment, edit, or manage.
- Apply role-based templates for efficiency.
- Review and adjust permissions periodically.
Use Cases
- Data Security: Restrict sensitive financial or HR data to authorized users.
- Collaboration: Allow team members to contribute without exposing irrelevant information.
- External Partners: Provide temporary access for consultants or clients.
Workflow Example
A finance team grants view-only access to auditors for a specific project folder. Internal users retain full editing rights. By applying role-based permissions, the admin reduces errors and ensures sensitive data is accessed appropriately.