Workflow Access

Learn how to apply permissions within workflows, from setting broad workflow-wide access to configuring permissions for specific phases. The course also covers how to handle exceptions, such as giving temporary or card-level access. By the end, you’ll have a clear understanding of how to ensure the right people can access the right parts of a workflow at the right time.

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Curriculum

  • Let's Learn
  • Introduction to Workflow Access
  • Giving Users Access Across the Entire Workflow
  • Granting Access as a Phase Owner
  • Access for Card Creators
  • Assigning Ad Hoc Access
  • Conclusion
  • Test Your Knowledge
  • Knowledge Check

Curriculum

  • Let's Learn
  • Introduction to Workflow Access
  • Giving Users Access Across the Entire Workflow
  • Granting Access as a Phase Owner
  • Access for Card Creators
  • Assigning Ad Hoc Access
  • Conclusion
  • Test Your Knowledge
  • Knowledge Check
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Gatekeeper is a Vendor & Contract Management (VCLM) platform, which helps customers manage their contracts and vendors through their full lifecycle.

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