Granting or Updating Record Permissions for Non-Workflow Business Processes

To grant or update permissions:

  1. Create a BP record in the Company Data Manager, Company General, or project/shell General log.
  2. Select one or more BP records.
  3. From the toolbar, click Actions, and then select Permissions. You can also click the gear menu ( ) and select Permissions to assign permissions to only one BP Record. The Permissions window opens.
  4. In the Permissions table, type the user or group name in the Add box and select the user or group to grant access.
  5. 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 check boxes 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.
  6. Click Save, or click Save & Next to go to the next worksheet.

    When you change settings in the Permissions window, the Save button is enabled. After you click Save, a spinning wheel appears while your changes are saved and then the Save button is dimmed.

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.

Note: You must have permissions for specific business process logs to create or view records. Contact your project/shell administrator if you are having trouble accessing BPs or BP logs to which you need access.


Last Published Wednesday, July 2, 2025