Field permissions increase the security of sensitive information by enabling process template owners and editors to restrict access to values of specific fields.
- Public: Anyone interacting with this process
- Internal: Hidden from non-team members
- Confidential: Hidden from everyone except admins and designated users
- Highly Confidential: Hidden from everyone except designated users. Examples may include social security number and salary.
How To Set Default Permissions
To set default permissions for all newly added fields for a process, including those that are added by automated tasks when the process runs:
- In your process template, select the 3-dot menu in the upper-right
- Select Permissions
- Set the Default Field Permission level
How to Set Permissions for a Field
- In your process template, select a task, then select Fields
- Select the field, then select Permissions
- Select the Field Permission level
- If you would like to apply this permission level to fields from active and completed processes, enable Apply permissions retroactively.
- It may be helpful to add CONFIDENTIAL to the field description to reassure the person completing the task/webform.
- If some fields created via actions need to have permissions and others need to be public, there are a couple of options:
- 1. Set the default permissions and create a new field for each public field with the output field of the action as the default value. The newly created field can be configured as desired.
- 2. Do not set default permissions for the template. Create a subprocess to contain the actions which require permissions and set default permissions for the subprocess.