> For the complete documentation index, see [llms.txt](https://docs.inogic.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.inogic.com/business-process-checklist/getting-started/set-up-security.md).

# 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**.

![](/files/pm5SqhWSwwKssfUgZts0)

* Select **Users.**

![](/files/3eP9dwzHjB3IcBdBNtVj)

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

<figure><img src="/files/Ng9lMymxFunV1cn8XTPy" alt=""><figcaption></figcaption></figure>

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

<div align="left"><figure><img src="/files/wfWdYIOsCeuTYdHiQBso" alt=""><figcaption></figcaption></figure></div>

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


---

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