This article explains how to turn on/off flow and task viewing restrictions and their impact.
Updated June 4, 2024
| User Permissions for Accessing This Feature | |||||
| Owner | Standard Administrator | Flow Administrator | Task Manager | Guest | General |
| ○ | ○ | ○ | ○ | × | × |
- What are Viewing Restrictions?
- How to Set Flow Viewing Restrictions
- How to Set Task Viewing Restrictions
What are Viewing Restrictions?
When viewing restrictions are enabled, individuals who are not designated as responsible parties will not be able to access the content. Even those who are registered as watchers will be unable to view the content during this restriction. It is important to note that viewing restrictions only take effect once the flow is created; while you can configure settings on a flow template, the restrictions will not apply until the flow is established.
| Details | Viewing Permissions | |
| Flow Viewing Restrictions | By applying flow viewing restrictions, individuals who are not designated as task managers will no longer appear in the flow list and will be unable to access the flow's content. |
- Task Administrators within the flow - Owner |
| Task Viewing Restrictions | By implementing task viewing restrictions, only task managers will have access to view the task details, preventing all other users from accessing this information. |
- Task Administrators - Owner |
How to Set Flow Viewing Restrictions
Click the "Details" button located on the right side of the flow screen, or select "Details" from the three-dot menu in the flow's detail view.
Click the toggle for "Viewing Restrictions."
The toggle will turn green, indicating that viewing restrictions are now enabled. A lock icon will also appear next to the flow details and flow name.
Only flow administrators have the ability to toggle the viewing permissions on or off.
How to Set Task Viewing Permissions
In the task details screen, click the toggle for "Viewing Restrictions."
The toggle will turn green, indicating that viewing restrictions are now enabled. A lock icon will also appear next to the task details and task name.
Only task administrators have the authority to toggle the viewing permissions on or off.
