Read-Only Access for Flows

Feature Snapshot

Summary:
Flow Read-Only access allows account admins to give users view-only access to LeadConduit flows. Users with this permission can review flow configurations without being able to create, edit, or delete flows, helping protect critical business workflows from accidental changes.

Key Benefits:

• Allows users to view flows without making changes.
• Prevents accidental edits to production flows.
• Gives account admins greater control over who can modify LeadConduit flows.
• Supports governance for teams with multiple LeadConduit users.

Typical Use Cases:

• Giving Customer Success, Operations, or Marketing teams visibility into flow configurations without allowing edits.
• Restricting flow editing to designated administrators or technical users.
• Protecting routing logic, integrations, and pricing from unintended changes.

How Read-Only Access Works

LeadConduit permissions are managed by an account administrator.

When editing a user’s permissions, admins can choose one of three access levels for LeadConduit:

• User – Full access to create, edit, and delete flows.
• Flow Read-Only – View flows but cannot create, edit, or delete them.
• No Access – Cannot access LeadConduit.

Users with Flow Read-Only access can open and review any flow they have permission to view, but editing actions are disabled throughout the Flow Editor.

Step-by-Step Instructions

1. Open User Management

1. Log in as an account administrator.
2. Navigate to Settings.
3. Select User Management.
4. Open the user whose permissions you want to update.

Expected Result:
The user’s account settings and permissions are displayed.

2. Assign Flow Read-Only Access

1. Scroll to the LeadConduit section under Admin Settings.
2. Select Flow Read-Only.
3. Click Save Admin Settings.

Expected Result:
The user is granted view-only access to LeadConduit flows.

3. View a Flow

After signing in, users with Flow Read-Only access can:

• View flow steps and configuration.
• Review routing logic and integrations.
• Inspect settings throughout the Flow Editor.

However, they cannot:

• Create new flows.
• Edit existing flows.
• Delete flows.
• Save changes.

When attempting to save a flow, the Save button is disabled. Hovering over the button displays a message explaining that the user has read-only access and should contact their account administrator if editing access is needed.

Expected Result:
Users can safely review flow configurations without making changes.

Best Practices

• Grant User access only to individuals responsible for maintaining LeadConduit flows.
• Use Flow Read-Only access for team members who need visibility into flows but should not make configuration changes.
• Periodically review user permissions to ensure only the appropriate users have editing access.

Troubleshooting

Frequently Asked Questions (FAQ)

Q: What can users with Flow Read-Only access do?
A: They can open and view LeadConduit flows, inspect configurations, and review routing logic, but they cannot create, edit, delete, or save changes.

Q: Can a Flow Read-Only user duplicate a flow?
A: No. Users with Flow Read-Only access cannot create new flows, including by duplicating an existing flow.

Q: Who can assign Flow Read-Only access?
A: Users with permission to manage users on the account can assign or update LeadConduit access levels.

Q: What LeadConduit access options are available?
A: Administrators can assign one of three access levels:

• User
• Flow Read-Only
• No Access

Glossary

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