We’ve introduced new permissions to give admins finer control over workflow transitions and task visibility across risks and custom registers.

Workflow stage transition (new permission)

• A new permission called “Workflow stage transition” is now available Risks & all other registers under:

  • Risk / Edit risks

  • <register-name> / Edit

• When granted:

  • Users can view and change the workflow stage of any item in the register.

  • Users can bulk-update workflow stages.

• When not granted:

  • Users can view the workflow stage of an item.

  • Users cannot update workflow stages.

  • Bulk updates of workflow stages are not allowed.

Tasks (new permission tree)

• Each custom register now includes a “Tasks” permission tree under <custom register name>.

• Granting Tasks allows users to view all tasks linked to an item but not create, edit or delete them.

• Additional permissions under Tasks:

  • Create – allows creating new tasks; when not granted, the create button and Hailey button are hidden.

  • Edit – allows editing tasks; when not granted, users cannot edit any task.

  • Delete – allows deleting tasks; when not granted, the delete option is hidden.