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Assign specific permissions to stakeholders
Assign specific permissions to stakeholders
Updated over a month ago

While you’re creating a process, you can assign different permissions to Stakeholders.

Provide items

This is the default option. The stakeholder can provide required elements (fill out a form, upload a file, sign a contract, etc.)

Visualize provided items (not approved)

The stakeholder can have access to the provided items that have not been approved yet. Eg: PDF version of a form, receipt of a payment, signed version of a e-contract, etc.

Visualize provided items (approved)

The stakeholders can have access to the provided items that have been approved. Eg: PDF version of a form, receipt of a payment, signed version of a e-contract, etc.

Download the items

The stakeholders can download all the documents in a ZIP or PDF file

Add secondary stakeholders

The stakeholder can invite another stakeholder directly from his portal.

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