Controlling User Permissions in Process Street

Sensitive data needs to be protected, whether it be from your clients or colleagues. Keep your team’s dashboard clear and secure with Process Street’s user permissions.

This video explains the differences between Guests, Members, and Admins! Then, we demonstrate how to use those permissions to limit access at a folder, template, and checklist level.

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For more information on how to set up and use permissions:

0:19 – How to see and change current user permissions
0:36 – What are Guests?
0:54 – What are Members?
2:00 – What are Admins?
2:10 – Creating permissions groups
2:22 – Folder permissions
2:49 – Template permissions
3:01 – Checklist and task permissions

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