Set up Permissions for Record Properties Tab (Workflow)

To set up permissions for the Record Properties tab:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select Company Sponsored Shells, select the [shell type], and open the [shell instance].
  3. In the left Navigator, select Setup, select Business Process, and select the [BP name].
  4. Open the BP (Workflow or Non-Workflow).
  5. Click the Records Properties tab.

Last Published Monday, March 31, 2025