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Set a Process or Value Stream as Private

Change processes and value streams to private to restrict access.

James Ross avatar
Written by James Ross
Updated over a year ago

As a stakeholder or administrator, you can set a process or value stream as private by selecting the private option from the edit Information screen

  • Open a process or value stream details

  • Click on the Edit Information button

  • On the properties tab, select private from the access options

What happens if a Process is set as Private

  • Only the users listed in the stakeholder section have access

  • The process cannot be linked to any other processes

  • Users cannot share the process

  • The process cannot be printed

  • Private processes cannot be exported

  • No feedback can be added to a private process, because only the stakeholders have access to it

  • A private process is not searchable and will not display in the directory

  • It is only visible in the process summary of administrators and stakeholders linked to the process

  • Private processes cannot be selected for bulk changes

  • When a private process is published, notifications will only be sent to the stakeholders and NOT to users linked to the activities

  • Private processes are not included in any reports

  • Private processes are excluded from the process limit count

    • If a private process was returned to being public and the process limit has been reached, a public process would need to be deleted to make space for the private process to become public

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