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Idea

More granularity/control on file permissions within Process Accelerator

Related products:Process Accelerator
  • October 1, 2025
  • 1 reply
  • 19 views

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There’s a missing step in the collaboration feature described on the Lately at Lucid webinar.  There is a hierarchy surrounding ‘who needs to know it’ and ‘when do they need to know it’:

  1. Latest/greatest process documentation « most everyone lands here
  2. Latest/greatest process docs, plus previous versions « auditors, COE chairs, process approvers, document editors, etc.  Therefore, somewhat limited access
  3. Finished versions awaiting approval « COE chairs, process approvers, document editors.  More limited access, probably within the Process Accelerator specific groupings
  4. Work-in-Progress versions, not yet ready for approval « COE chairs, document editors and collaborators.  No one else needs to know about them, save for the authors and collaborators.

Number 4 is missing, and if Process Accelerator is to eat MS Sharepoint’s proverbial lunch, it needs to be able to differentiate what state collaborative documentation is in, at any given point in time.

May 29, 2026

Hi ​@Jeremy Boerger, thank you for posting in the Lucid Community and thank you for this feedback about the Process Accelerator!

I appreciate how detailed this is, and certainly understand the desire for certain documents to only be accessible by specific roles across the company, even in the ‘work-in-progress’ state. 

 

While this may not be entirely what you’re hoping for, I wanted to mention an update that may help:

There is a new update to approval flows! Now, there are two different approval flow types, including the new sequential approval type. With sequential approvals,  approval requests are processed sequentially. The request is only finalized once it has been approved by the following roles, in this order: process owner, folder owner(s), and repository owner. That may help you to name specific people who should view documents at very specific parts of the drafting process. Each approver will be notified in order. Read more about this here!


We encourage anyone else who’s interested in this to upvote this post and share any additional details about your use case or what you’d like to see in this experience. 

For more information about how we manage feedback in this community, please take a look at this post:

 

Comments

Ambar D
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  • Lucid community team
  • May 29, 2026

Hi ​@Jeremy Boerger, thank you for posting in the Lucid Community and thank you for this feedback about the Process Accelerator!

I appreciate how detailed this is, and certainly understand the desire for certain documents to only be accessible by specific roles across the company, even in the ‘work-in-progress’ state. 

 

While this may not be entirely what you’re hoping for, I wanted to mention an update that may help:

There is a new update to approval flows! Now, there are two different approval flow types, including the new sequential approval type. With sequential approvals,  approval requests are processed sequentially. The request is only finalized once it has been approved by the following roles, in this order: process owner, folder owner(s), and repository owner. That may help you to name specific people who should view documents at very specific parts of the drafting process. Each approver will be notified in order. Read more about this here!


We encourage anyone else who’s interested in this to upvote this post and share any additional details about your use case or what you’d like to see in this experience. 

For more information about how we manage feedback in this community, please take a look at this post: