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For the latest updates to this post please visit the original posting here: Control Access to Business Processes by Security Role in CRM 2013
One nice feature that is supported by the new business processes in CRM 2013 is the ability to control who has access to specific processes by security role.
For instance, in the example below, I’ve created a process called “Deactivate Account” to allow someone to deactivate an account. However, I want to limit who has access to this process so that only a few administrative people can perform it.
Follow the steps below to learn how to control access to business processes in CRM 2013.
At the top of the screen, you’ll see two options:
Choose the second option to enable only for selected security roles. In this example, I have provided this role only to the system administrator and the sales manager. Anyone else who goes to choose what business process they wish to run on an account will not see the “Deactivate Account” as an option to choose.
As you an see, a few quick clicks should help you manage access to your business process flows. For more information on how to use this new feature, view our blog on creating business processes in CRM 2013.
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