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You can setup custom resource access rules to control the access control to data like process, records and tasks. Every ResourceAccessRule is made up of

  • resource - the resource type - procedure/statetask/entity
  • resourceId - the resource type id - procedureId, statetaskId, entityId
  • subResource - granular part of the resource - can be left null
  • scope - 'all', 'team', 'role', 'roleType', 'user'
  • scopeId - id of the scope if applicable
  • accessMode - 'all', 'match-pod', 'own-and-reportees', 'assigned-to', 'view-only', 'partial', 'none'

today by default

  • users can see their own leads and their reportees' leads
  • managers/admins see all leads