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What is a ‘Limited’ user?

This type of user can work on the checklist runs that they are assigned, but cannot kick off new checklist runs or assign runs or steps to other people.

The ‘Limited User‘ role is often used for staff who are only being assigned the work or for people external to your organization such as clients, contractors and virtual assistants.

What do they have access to?

Limited users can only see the specific checklist runs they’ve been added to. They can’t navigate to view your workflows and they can’t see any checklist runs or any other settings. You can also limit their views on the checklists such that they only see the steps they are assigned to. Here’s a video of what limited users experience.

Are they free? Yes.

You can have an unlimited number of these ‘Limited’ users and they won’t count toward your account’s subscription.

How do I create a Limited User

When creating users, you have the ability to choose their permissions level.

The differences of Admins, Users, Limited

Updated on June 22, 2022

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