Sup!Who can create, view and edit
Control who can create follow-ups, and who can see and change each one.
Who can create follow-ups
By default, anyone in the workspace can create a follow-up.
Workspace admins can restrict this. In the dashboard's admin settings, turn on Access control. After that, only admins with Create follow-ups ticked can create follow-ups.
Anyone else who selects Create follow-up sees a Permission needed dialog with a Request admin access button. The same dialog appears if they try to duplicate or delete a follow-up.
Who can view and edit a follow-up
Each follow-up has its own Who can view? and Who can edit? settings, under Advanced settings on the Channels & members step.
| Option | Who it includes | Plan |
|---|---|---|
| Everyone | Everyone in the workspace (the default) | All plans |
| Follow-up members | The follow-up's members and its managers | Paid |
| Managers | Only the people you pick under Select managers | Paid |
| Workspace admins | Workspace admins. Only offered when access control is on | Paid |
Who can edit? can't be more open than Who can view?:
- If view is Everyone, edit can be any option.
- If view is Follow-up members, edit can be Follow-up members, Managers or Workspace admins.
- If view is Managers or Workspace admins, edit must be the same.
When you pick Managers for either setting, Select managers appears. Pick at least one manager.
The Follow-ups list only shows people the follow-ups they can view. Editing, pausing, deleting and sending reminders need edit access.