Working with Permissions (Non-Workflow BPs)

To grant permission to a non-workflow business process record

  1. Create a BP record in the Company Data Manager, Company General, or project or shell General log.
  2. Select one or more BP records and click Actions > Permissions. You can also click the gear menu and click Permissions to assign permissions to only one BP Record. The Permissions window opens.
  3. In the Permissions table, type the user or group name in the Add box and select the user or group to grant access.
  4. By default, each listed user or group will be granted View permission, allowing them to open the BP Record. To grant additional permissions, select the checkboxes that correspond to the user or group:
    • All: User will have View, Edit, and Modify Permission.
    • Modify Permissions: Allows user to control the BP record's permission settings.
    • Edit Data: User can import BP record information, save a snapshot, edit BP record properties, and add columns.
    • View: User can view the BP record.
  5. Click Save.
  6. When editing one record at a time, click the left arrow to view the previous BP record or the right arrow to view the next BP record.
  7. After exiting the Permissions window, the Permissions tab will be refreshed with the updated information.

You can Remove user or group permission by clicking the trash-can icon in the Remove column.

See Also

Unifier Business Processes

Workflow Versus Non-Workflow

Business Process Types

Business Process Editor

Business Process Dates and Calendars

Business Process Forms

About Workflows

Auto-Populating Fields in a BP Record

Reverse Auto-Populating (RAP) Fields in a BP Record

Viewing Notifications (CC'd Tasks)

Accessing a BP Record from an External System

Business Processes in Company Logs and Logs Nodes

Creating a Business Process (BP) Record

Filling Out a Business Process Form

Saving a Draft of a Workflow Business Process

Accessing Custom Business Process Help PDF File

Adding and Managing Line Items

Restricting Line Items by Using Copy with Conditions Option (Standard View)

Adding and Managing Line Items Using the Grid View Feature

Adding and Managing General Comments

Using or Viewing a Query-Based Tab

QBDE Evaluation Upon Creating Record From Query-Based Tab

Working with File Attachments and Markups

Linking Business Process Records

Linking Mailbox Messages to a Record

Attaching External Emails from the Project or Shell Mailbox to a Record

Sending Attachments for E-Signature

Adding or Viewing a Map (Geocoding)

Adding an Image

Adding a Hyperlink

Viewing Referencing Records

Spell-Checking a Form

Participating in a Workflow

About Email Notifications for Business Processes

Participating in a Discussion Group (Classic View only)

Copying and Consolidating Comments and Markups

Managing Business Process Records

Printing and Distributing BP Forms

Auto-Populating BP Data Picker on BP Auto-Creation

Updates on Document Attributes for Business Processes



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Last Published Monday, April 11, 2022