Working with Permissions (Non-Workflow BPs)

To grant permission to a non-workflow business process record

Create a BP record in the Company Data Manager, Company General, or project or shell General log.
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.
In the Permissions table, type the user or group name in the Add box and select the user or group to grant access.
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.
Click Save.
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.
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.