How to Set Up Access Rights

For every Flowlu application, you can set certain access rights for each teammate.

The invited team members get limited access to all installed Flowlu applications by default. They see only those tasks, opportunities, projects and other features which they take part in. You can change access to your applications on your own — set administrator role for your teammate or deny the access.

There are several ways of how you can configure user access rights.

Method #1. In Employee’s Profile

Select My Team module and go to Members list:

Click the name of a user that you want to set access rights for to open their profile

Click the 3-dot button and select Edit Profile:

To set access rights, go to Access rights tab.

In this tab, all installed applications will be displayed. You can set up access rights for each employee depending on their role in the company. When you choose a permission, the settings will be automatically saved.

You can go quickly to employee profile settings out of any section where his username is clickable. For example, from the feed, tasks, projects pages and so on.

Method #2. Using Portal Settings

Go to Portal Settings.

The main settings page will be opened. In the left menu you will see applications with various tabs to set up.

Choose a Module, click the Main Settings and go to the Users Access Settings. There you can define permissions for every employee. When you choose a role, settings are saved automatically.

Method #3. Using the Apps list

Click your profile picture in the top right corner and select Apps in the drop-down menu:

Select a module that you want to configure user access for, e.g. Projects:

Then go to User Access Settings tab to configure user access to this module:

Using this page you can grant full or limited access or deny any access to a module for all existing users on your account. If a user does not have access to a module, it will not be displayed in a teammate’s left menu, nor will they be able to go to a module via a direct link.

You can learn more about user permission settings in this Help Center article.