Improve flow security with flow-based access control

While some permissions can be managed in the flow Settings under Account administration, you can achieve more granular control through the Security settings of each individual flow.

How it works

In the Security settings of a specific flow, you can choose between Global permissions and Customized permissions based on your access needs.

Setting Global Permissions

When enabled, global permissions allow all flows across your account to access the selected flow. You can specify whether all fields should be accessible or limit access to only certain fields.

Adding Customized Permissions

With customized permissions, you can define access levels for individual flows. This lets you:

• Grant specific permissions to a process, board, or dataset.
• Control whether all data or only specific fields are accessible for each flow

For example, to share the Attendance process with another flow, such as Access requests, follow these steps:

1. Open the Attendance process.
2. Navigate to Manage > Security > Security settings.
3. Click + Add a customized permission and select the Access requests board.
4. In addition, you can also limit the fields that the shared board can access.

This ensures controlled data sharing while maintaining security and flexibility.

Note

You can enable both global and customized permissions at the same time.

Read more about flow-based access control here.