2018 was a great year for us here at Process Bliss. We rebranded the software, made significant improvements to the user interface, added tooltip functionality and launched the app. But the product road map doesn’t stop there; there’s still plenty more to come in 2019, so watch this space!
Here’s a summary of all the new features we’ve implemented in January/February.
We’ve introduced permissions as a way to safeguard what people in your organisation can see and do within Process Bliss. For example, if you are a business owner or departmental manager you may want to allocate permissions to certain folders and templates so that it restricts who can view and edit them in your Process Bliss organisation. This might be useful for sensitive areas of the business such as HR and Finance.
Let’s take employee onboarding for example, you may want to restrict access to editing the template to the HR manager (they would be the ‘admin’), whereas a CEO may just want to see the status of the task (they would have ‘report’ access) and the employee working in the HR team — the one performing the tasks — needs access but is not able to edit the template (this is ‘initiate’ status).
Here are definitions for the three different roles:
Admin — admin is the default setting on all folders. Admins can see and edit all the templates within a folder they have admin access to and change other people’s permission status. There are no restrictions to the number of people with admin permission status.
Report — this permission allows people to see all the templates within the folder and view the reports on each one. They are not able to edit templates.
Initiate — this permission setting allows people to create tasks from templates but they can’t edit the template. Those set with initiate as their permission status will only see the tasks they’ve created themselves.
Find out more about permission roles in our support centre.
Setting up permissions
You will be asked to set permissions for a folder when it is first created. If you’d like the permission status to be the same as the parent folder (in this case HR), click ‘Use same user access as parent folder’ and press save. If you’d like to modify the permissions for this folder click ‘Modify user access for this folder’ and press next.
This brings up the permissions window where you can add and remove permissions. To add a person, simply add in their email address, select their permission status and press ‘set’. To change permissions, click on the white down arrow in the status button. To remove permissions click on the X to the right of the permission status button. Remember to save your changes.
To change the permission status of a folder once it’s created, simply click on the down arrow on the right hand side of the folder you’d like to amend and select ‘Access permissions’. This will bring up the permissions window where you can make the changes.
- We’ve improved the signup process so that it’s quicker and easier to get started.
- We’ve added the ability for people to sign up using their Microsoft login.
- When viewing the templates for an organisation, the template folders are listed alphabetically, the tasks (listed underneath) are sorted with the most active tasks at the top of the list.
Here’s a sneak peak at some of the new features and improvements coming soon.
Printing — the ability to print tasks and templates.
My Inbox — a new feature to help you prioritise your task list and hide tasks until a certain date.