Set up Security

Business Process Checklist has the following security roles:

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


  • 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.

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