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

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 [email protected]