Edit Workflow Access Settings
Last Updated: August 10, 2023
The Edit Workflow Access Settings guide allows you to modify user permissions and access levels.
To edit a workflow's access settings, go to the workflow you need to view details from, and click on the Edit Access at the upper-right side of the page.
Once clicked, it will show you the access settings where you can manage the users in your workflow app.
You can edit the Process Viewers and the users assigned in each process steps.
You can change the permissions granted to your users in the Section Settings.
If you are attempting to move tickets to another lane and need assistance with escalation processes, the Setting Up SLA article can assist you. But before proceeding with moving tickets to another lane, first configure the access settings of the lane to ensure proper user assignment.
Workflow Details.
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
The Edit Workflow Access Settings guide allows you to modify user permissions and access levels.
To edit a workflow's access settings, go to the workflow you need to view details from, and click on the Edit Access at the upper-right side of the page.
Once clicked, it will show you the access settings where you can manage the users in your workflow app.
You can edit the Process Viewers and the users assigned in each process steps.
You can change the permissions granted to your users in the Section Settings.
If you are attempting to move tickets to another lane and need assistance with escalation processes, the Setting Up SLA article can assist you. But before proceeding with moving tickets to another lane, first configure the access settings of the lane to ensure proper user assignment.
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Workflow Details.
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updated on: 10/08/2023
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