The 10-Second Answer

The only people who have access to a process are:

  • the people who are assigned tasks in the process and
  • the owners of the process.

One additional types of people have access to a Process Template

  • the template owners have access to edit and update their templates
  • any manager in the account can view the templates and start new processes from them

The Step-by-Step Answer

  • View the process
  • Click gear icon¬†
  • The Process Settings panel will then appear with lists of its Owners, Roles and Assignees

Process Owners

It's the responsibility of the Process Owners to manage the checklist. Thus, only Managers can be process Owners. 

Process Owners can...

  • Add and remove other Process Owners
  • Edit, pause, update, resume and stop the process
  • Reopen or complete tasks (while editing the process)
  • Can assign and reassign tasks to others
  • Be assigned tasks for which no other task assignee is set.
  • Receive notifications when issues arise (and can address those issues with their ability to edit and update the checklist)
  • Contact anyone involved in the process

Roles and Assignees

The list of Roles and Assignees includes every person who has at least one task assigned to them. Tasks may only be completed by the person to whom they are assigned (or by a Process Owner who is editing the process).

If a task is assigned to a Role, then an Assignee must eventually be assigned to the Role. Only the Assignee can complete a task.

Assignees can...

  • Complete tasks which have been assigned directly to them or assigned to them via a Role assignment.
  • Reopen tasks they have recently completed
  • Contact anyone involved in the process
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