Folders & Access Control

Organise your Process Library into folders to keep things tidy — and optionally restrict which groups can access each folder.

Creating a Folder

1. Go to the Process Library.
2. Click New Folder in the top right.
3. Give the folder a name and click Create.

Folders appear as tiles above your processes. Click a folder tile to open it. The breadcrumb at the top shows your location — click any segment to navigate back up.

Moving Processes into Folders

Drag and drop — drag a process tile or row onto a folder tile.

Three-dot menu — click ⋮ on any process, choose Move to folder, then pick the destination.

To move a process back to the top level, use Move to folder → All processes.

Nested Folders

You can create folders inside folders for deeper organisation. Open an existing folder, then click New Folder — the new folder will be created inside the current one.

You can drag folders into other folders the same way you drag processes.

Folder Access Control

By default, everyone on your team can see and use all folders. You can restrict a folder so only specific groups can access it.

Setting access on a folder

1. Open the folder (or hover its tile).
2. Click ⋮ → Folder settings, or click the Folder settings button in the folder header.
3. Under Who can access this folder?, choose Specific groups.
4. Add the groups you want and set an access level for each:
   • View — members can see the folder and open processes in it.
   • View and run — members can also start new runs of published processes.
   • View, run, and edit — members can also edit process templates.
5. Click Save.

Access levels are additive — if a user is in two groups and one gives them View and the other gives them View and run, they get View and run.

Owners and admins always have full access to every folder, regardless of access settings.

Subfolders inherit access

Restricting a folder also restricts everything inside it. A subfolder can’t be more permissive than its parent.

Identifying restricted folders

A lock icon appears on folder tiles and in the folder header when access is restricted. Hover the lock to see which groups can access the folder.

Where access is enforced

Restricted folders (and the processes inside them) are hidden in:

• The Process Library
• The sidebar folder tree
• The Run and Schedule process pickers
• Command+K search results