Financial Services Creatio, sales edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

Granting access permissions to system operations

By default, only system administrators have access to key system operations. You can configure access permissions to system operations for individual users or user groups.

Case

Set up access to the [Export to Excel] system operation for the sales supervisors.

1.Click btn_system_designer.png -> System Designer -> [Operation permissions]

2.Apply the “Name = Export list records” (or “Code = CanExportGrid”) filter. Click the name of the operation to open it.

3.Click btn_mobile_add_product.png and specify the necessary user/role on the [Operation permission] detail. For example the “Sales managers. Managers group” organizational role. The user/role will show up on the [Operation permission] detail with the “Yes” value in the “Access level” column. As a result, the “Sales managers.Managers group” role will be able to export section data to Excel (Fig. 1).

Fig. 1 Granting access permissions to a system operation

gif_section_operations_permissions_add_permission.gif 

Note

To deny access permissions, click a record on the [Operation permission] detail and change the value in the “Access level” column to “No”. To do this, select the user or role in the list. The “Access level” column value will be displayed as a checkbox. Clear it to deny access permissions for the selected user/role. Please do not forget to save.

Sometimes a user may be assigned conflicting permissions to system operations. This may happen if the user is a member of several roles, some of which have permission to a system operation, and some are denied that permission. In order for access permissions to work correctly, make sure you properly configure their priority. Use btn_move_down_detail.png or btn_move_up_detail.png on the [Operation permissions] detail to change the priority of assigned operation permissions. The role that is the highest in the list will determine the actual access permissions of a user. For example, if you need to deny permission to export list records for all users except sales managers, place the “All Employees” role lower than the “Sales managers” role in the list.

Note

Users or roles that were not added to the [Operation permission] detail will not have access to perform the corresponding system operation. In addition, they will not affect the permission priorities.

See also

System operation reference

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