# Set up Security

Business Process Checklist has the following security roles:

{% tabs %}
{% tab title="Business Process Checklist Administrator" %}
**Business Process Checklist Administrator** can activate the license, create and manage plans, etc.
{% endtab %}

{% tab title="Business Process Checklist User" %}
**Business Process Checklist Users** can use the plans created by the Business Process Checklist Administrator and they can follow the consecutive activities created by the Business Process checklist Administrator.
{% endtab %}
{% endtabs %}

{% hint style="info" %}
**Note:**&#x20;

* **It is necessary to assign any one of the above security roles to use Business Process Checklist.**
* **Only System Administrator can enable the record type for Business Process Checklist.**
  {% endhint %}

Here are the steps to assign security roles to CRM users:

* Go to **Advanced Settings** --> **Settings** --> **Security**.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F7Nbj1PtDVM0LWeX0KtkH%2FSet%20up%20Security_1.png?alt=media\&token=5173a0ab-ab15-4015-95d5-ea3ce48143e1)

* Select **Users.**

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F6Yak6AaYTngDcxxsYy66%2FSet%20up%20Security_2.png?alt=media\&token=36097bed-f450-45d3-bc82-4c52fddadd5b)

* Select user --> Click on **ellipsis** --> **MANAGE ROLES.**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FMjfFvNQZk8NwKYjGoadd%2Fset%20up%20security%201.png?alt=media&#x26;token=dc8ab325-ea9d-4d80-993c-7947b7720f5e" alt=""><figcaption></figcaption></figure>

* Click on any one of the **Business Process Checklist** security roles --> Click **OK.**

<div align="left"><figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FihXVTlTft7BH2bvHunae%2Fset%20up%20security%202.png?alt=media&#x26;token=f06de41d-0910-453d-8d43-b91e393312b4" alt=""><figcaption></figcaption></figure></div>

{% hint style="success" %}
For any queries, reach out to us at <crm@inogic.com>
{% endhint %}
