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Modifying security settings for business processes

Modify security settings in a business process when you want to change who can see the records related to the business process. You might want to restrict which users can see a copy of a business process that has been started or completed. When you modify a business process' security settings, you can specify whether you want all users, only a specific group of users, or only you to see the copy of the business process.


Info

You can modify a business process only before it is submitted. Submitted business processes cannot be modified because they provide an audit trail and a historical record of updates to your client's profile.

To modify security settings in a business process:

  1. Navigate to the Contacts workspace to modify security settings in a business process for a contact or company. Navigate to the Opportunities workspace to modify security settings in a business process for an opportunity. Navigate to the Service Requests workspace to modify security settings in a business process for a service request.
  2. Select the contact, company, opportunity, or service request for which you want to modify a business process.
    The record for the selected contact, company, opportunity, or service request is displayed.
  3. Click the Business Processes tab.
    A list of all business processes for the contact, company, opportunity, or service request is displayed.
  4. Click the Action button  for the business process whose security settings you want to modify, then select Edit.
    The Edit dialog opens.
  5. Click the Security tab. The current security settings for the business process are displayed.

    Info

    The Security tab is not available when the Hierarchical Access Model is enabled.

  6. Choose your desired level of view security:
    • Public
      All users can see the business process.

    • Group
      Only members of the specified user group can see the business process. Specify a group by clicking the Select button .

    • Private
      Only you can see the business process.

  7. Click OK to save the changes to the security settings.

    Info

    To save the changes and begin filling out the form, click Save and Dock instead.

    The Edit dialog closes.

Your changes to the security settings for the business process are saved. The records related to this copy of the business process can now be seen by only the selected users.

Filling out business process forms