> For the complete documentation index, see [llms.txt](https://admin-docs.onestop.site/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://admin-docs.onestop.site/managing-services/managing-workflow-access-for-teams.md).

# Managing Workflow Access for Teams

You can be able to fully manage team access to your services / processes. Each service will have the "Team Access" tab that allows you to manage how different teams access the workflow and individual tasks.

<figure><img src="https://3247139528-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1tGxO0O4EK3NOayFEcfk%2Fuploads%2FFmmQohRSDXIWgJOvGsHu%2Fimage.png?alt=media&amp;token=6b30dd88-3e42-4d6f-85e6-ce1e7ad26579" alt=""><figcaption></figcaption></figure>

## Workflow Access

Workflow access determines which teams will be able to view workflow data in your process including form submissions, process status etc.

To give teams access to the service:

* Click on the "Workflow Access" tab
* Click on the "Link Team" button.
* In the dialog that appears, select a team to give access to.&#x20;
* You can also add a new team by clicking on the add button and selecting that team once it has been created.
* Click on the "Link Team" button to confirm and add

<figure><img src="https://3247139528-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1tGxO0O4EK3NOayFEcfk%2Fuploads%2FP4XJqqvTdAkL00uQqdyd%2Fimage.png?alt=media&amp;token=561b3e16-505f-4f66-adf3-3a2f8a062e7f" alt=""><figcaption></figcaption></figure>

## Task Access

To give access to workflow tasks, you must first ensure that your workflow actually has user tasks that can be assigned to workers.

### Granting a Team Access to a task

* Click on the "Task Access" tab.
* Select a task to give access to by click on its corresponding settings icon in the "Actions" column

<figure><img src="https://3247139528-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1tGxO0O4EK3NOayFEcfk%2Fuploads%2Fw9C1oHgDa7MrdhZ44FmS%2Fimage.png?alt=media&amp;token=c919d3ee-b95d-49d0-9e31-1633eeba5b4d" alt=""><figcaption><p>Choosing a User Task</p></figcaption></figure>

* In the screen that pops up, Click on the "Give Team Access" button

<figure><img src="https://3247139528-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1tGxO0O4EK3NOayFEcfk%2Fuploads%2FYU9jubleZKKVVDIClr6x%2Fimage.png?alt=media&amp;token=234220b7-9862-4138-aae1-053f0a417dbd" alt=""><figcaption></figcaption></figure>

* Select a team to give access to.
* Choose the access level. Access level can be one of 4:
  * Perform: Gives the team members the permission to perform/execute this task.
  * Assign: Gives the team members permission to assign this task to other team members whose team have the perform access level.
  * Undo: Gives the team members permission to undo this task. **Please note that to be able to undo a task, a member / team must also have the permission ("Can Manage Process" or "Can Manage FormProcess" depending on your version) set on their team. Do this under team permissions.**
  * Supervise: Gives the team members permission to supervise this task.
* You are able to assign multiple access levels to a single team

<figure><img src="https://3247139528-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1tGxO0O4EK3NOayFEcfk%2Fuploads%2FBseoUMS3A0aAci1Y7SRF%2Fimage.png?alt=media&amp;token=71b59817-2f41-47fd-9b2d-f27a4230244d" alt=""><figcaption></figcaption></figure>

* Once done, Click the "Save Changes" button
* You should now see a list of teams with their corresponding access levels.
* To edit team access levels, simply click on the edit icon next to the listed team.

<figure><img src="https://3247139528-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1tGxO0O4EK3NOayFEcfk%2Fuploads%2Fr2gdf3DrTVqxl8fiNWgP%2Fimage.png?alt=media&amp;token=07ad9ca1-fbc9-452d-9f89-f5f23b3f3038" alt=""><figcaption></figcaption></figure>

* You can give more teams access to the task by repeating the same process for a different team.

### Revoking Task Access for a Team

To revoke task access for a team:

* Go to the task access tab
* Click the settings icon for the task you want to revoke access to
* Click on the edit icon for the team you want to revoke access

<figure><img src="https://3247139528-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1tGxO0O4EK3NOayFEcfk%2Fuploads%2Fr2gdf3DrTVqxl8fiNWgP%2Fimage.png?alt=media&amp;token=07ad9ca1-fbc9-452d-9f89-f5f23b3f3038" alt=""><figcaption></figcaption></figure>

* In the dialog, remove all access levels that are given appear as shown below.
* Click on "Save Changes".

<figure><img src="https://3247139528-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1tGxO0O4EK3NOayFEcfk%2Fuploads%2FbODfdhVYIs2o6Qs50xTU%2Fonestop-revoking-task-access.gif?alt=media&amp;token=fb4ea711-3c83-43ec-90b4-be53a8fe1e25" alt=""><figcaption><p>Revoking task access</p></figcaption></figure>
