Guides

6. Setting Task Access Permissions

Setting Task Access Permissions

  1. Go to Task Pipeline Settings
  2. Find and click on the Task Pipeline you want to edit
  3. Under the settings, locate the option Show only the user's assigned (created) task
  4. Check the box next to Show only the user's assigned (created) task. This will ensure that users can only see tasks that are assigned to them.
  5. In the section labeled Users eligible to see all tasks, select the users who should have access to view all tasks.
    Typically, Admin or users with higher permissions can be selected here to see all tasks across the platform.
  6. Click Save to apply the changes

💡 Things to note:

  • When the Show only the user's assigned task option is enabled, each user will only be able to view their own tasks.
  • Admin users or users with higher roles can be granted permission to view all tasks, ensuring they have full oversight.