Advanced Permissions

Fine-grained access control at every level - from entire sections to individual fields.

Take full control of your workspace with Proma’s powerful permission system. From organization-wide access to individual feature controls, manage exactly who can do what.

Proma’s permission system gives you complete control over who can access what in your workspace.

LevelDescriptionCommon Uses
Subsection LevelTop-level permissions that control access to groups of spaces• Department-wide access
• Division management
• Team organization
Space LevelMid-level permissions for related boards and processes• Project team access
• Workgroup management
• Process collections
Board LevelGranular control for individual boards• Specific workflow access
• Individual process control
• Targeted permissions

Access Levels

TypeCapabilitiesBest For
View Only• View data and content
• Read-only access
• No modification rights
Stakeholders and observers who need to stay informed
Edit• Modify data and content
• Work with records
• Use standard features
Team members who need to work with data daily
Admin• Full configuration access
• Manage permissions
• Control all features
Managers and leaders who need complete control

Special Permissions

FeatureControlsPurpose
Approval RightsControl who can approve/reject in approval workflowsProcess governance and authorization
AutomationAccess to create and manage automated workflowsWorkflow optimization and management
CampaignsAbility to create and send communicationsCustomer and stakeholder engagement
ReportsPermission to generate and access analyticsData analysis and reporting

Get started with Advanced Permissions to secure and streamline your operations.

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