Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.
Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.
Christina Zyla
shared this idea
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Anonymous
commented
I noticed that even though I have permissions for certain contacts set to only myself, other users are still able to see the workflow for those clients. The workflows and client names show up on the workflows screen for each user regardless of permissions. The other users cannot click on the workflow and access it, but it still shows the active workflow and client names. It would be nice if the workflows were linked to permissions as well.
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Richard Williams
commented
It would be nice if we could set permissions so that workflows were private, and only the user that set them up would be able to see it.