Any employee can request business cards, but only marketers can submit press release requests. Define who can make requests, from your entire organization to specific individuals, roles, or teams.
Define process owners
Specify who's responsible for the entire process. Content publishing may involve many teams, but marketing is ultimately responsible for the project.
Customize the form
Add sections and fields to your heart's content. Edit and reorder default fields, or create new ones, like text, numeric, or drop-down, to make it easier to capture all your relevant data.
Set field access privileges
If you're hiring a new candidate, the interviewer doesn't need to see their age or requested salary. Decide who can see what by setting field access privileges, to ensure the right people have the right information at the right time.
Protect sensitive information
Some fields are only relevant to specific stages in a process. Determine what's visible when filling out a form, protect confidential data with encryption, and hide sensitive data by marking it PII.