Set up Security

Business Process Checklist has the following security roles:

Business Process Checklist Administrator

Business Process Checklist Administrator can activate the license, create and manage plans, etc.

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.

Note:

• 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.

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

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

• Select Users.

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

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

For any queries, reach out to us at [e-mail]