Flowpage Permissions allows you to share Flowpages with your Organization, specific Teams, or Members within your organization. This allows for organizations to collaborate on their Flowpage assets easily.
Scroll down below the FAQs for in-depth how-to walkthroughs.
FAQs
What are Flowpage Permissions?
Flowpage Permissions allows you to share Flowpages with your Organization, specific teams, or individuals within your Organization. This allows for Organizations to collaborate on their Flowpage assets easily. If you are the creator or editor of a Flowpage you can share it and set others’ permissions to be either Editors or Viewers.
How do I know what my permission level is for a Flowpage?
If you navigate to the My Flowpages view within your account, you will be able to see your permission level for the Flowpages that have been shared with you. This will be listed under the Permissions column.
Flowpage Dashboard
Additionally, if you click into a Flowpage that you are a Viewer of, there will be a clear call-out on the top of the page that you are View-only and you will not be able to make edits to the Flowpage.
Clicked in View Only:
What capabilities does a Creator of a Flowpage have?
Creators have full control over their Flowpage in terms of updating the content, page deletion, design, settings, and permissions, as well as being able to see analytics for their Flowpage.
What capabilities does an Editor of a Flowpage have?
Editors have all the same capabilities as a Creator with exception of being able to delete a Flowpage. This means an Editor can update the content, design, and settings of a Flowpage, in addition to being able to view analytics for a Flowpage, an Editor can also share a Flowpage.
What capabilities does a Viewer of a Flowpage have?
Viewers can access the Flowpage Profile page for a Flowpage and only view the content and analytics for it. They cannot make any edits to the Flowpage or share it with others in the organization.
How to edit permissions
Sharing from the Flowpage profile page:
To change or update the permission of a Flowpage, click Flowpages on the left side navigation. This will take you to the My Flowpages view.
Select a Flowpage from the list view or search a Flowpage name you would like to share.
After selecting the Flowpage you would like to edit, you will be brought to the Flowpage Profile page. You can also edit permissions after you have saved and published a page during the creation flow.
Once you are on the Flowpage Profile page, click the Share tab (desktop device). If you are on a mobile device, click the three dots in the top right of the page and the click Share.
A modal will appear, and here you will be able to select users within your org as Editors or Viewers of the Flowpage.
In the Share view, type in the name of the teams or individuals you would like to share the Flowpage with.
To set the permissions of the teams or individuals added, select the arrow next to their name(s): You can select the permissions Editor or Viewer.
You also have the ability to share pages with everyone in your Org as a Viewer or an Editor. Once you have the names of the teams or individuals you would like to share your Flowpage with, hit Share. You will see them as a saved viewer or editor once this is done in the Share tab.
Note: both Creators and Editors have the ability to share a Flowpage with other members within an organization. |
Sharing from the Flowpage Dashboard view:
To change or update the permission of a Flowpage, click Flowpages on the left side navigation. This will take you to your Flowpages Dashboard view.
Click the three dots to the right of a Flowpage within the list view and select Share.
A modal will appear, and here you will be able to select users within your org as Editors or Viewers of the Flowpage:
For additional questions, please check out the Understanding platform permissions article or email our team here.