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Permissions rules in FlowForma control access to documents and workflow steps by dynamically managing user permissions. They ensure sensitive information is restricted to authorized users and that workflows remain secure and compliant.
  • Reset document permission: resets permissions on a document to match the workflow’s requirements. Use case: restrict access to a document after approval to only the owner and key stakeholders.
  • Step view permission: controls which users or groups can view specific workflow steps based on their roles or actions. Use case: limit visibility of an approval step to managers while hiding it from general users.
It is recommended to use the Security Wizard over step view permission rules to manage step permissions.