For instance, in the example below, I’ve created a process called “Deactivate Account” to allow someone to deactivate an account. However, I want to limit who has access to this process so that only a few administrative people can perform it.
Follow the steps below to learn how to control access to business processes in CRM 2013.
- Navigate to the business process flow screen that you want to control permissions for—in this case, it’s the “Deactivate Account” process. On the top bar, you will see a button called Enable Security Roles.
- After clicking on that button, you will get the screen below.
At the top of the screen, you’ll see two options:
- Enable for everyone
Enable only for the selected security roles
Choose the second option to enable only for selected security roles. In this example, I have provided this role only to the system administrator and the sales manager. Anyone else who goes to choose what business process they wish to run on an account will not see the “Deactivate Account” as an option to choose.
As you an see, a few quick clicks should help you manage access to your business process flows. For more information on how to use this new feature, view our blog on creating business processes in CRM 2013.