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Process preparer and approver in the same sheet

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  • Brandon Ehrecke

    Hi Cory!

    Thanks for reaching out. Currently, there shouldn't any issues with this. The one thing to keep in mind is this automates permissions when it’s done in a process so customer’s that have team members that want to bring users to give them access levels briefly, it automates that process. As far as granting access on the document or SS level, that isn’t automated and the owners of those documents have grant access for each document type, you cannot automate that with Processes or in general. Please let us know if you have any questions. Thank you!


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