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

System operation permissions

Access to a number of Creatio functions cannot be managed via permissions to add, view, edit and delete data in objects. Examples of such functions are import and export operations, creating business processes, configuring workplaces, system configuration, etc. Use system operations to manage access to these functions. A system operation can have one of the two access levels: a user or role either have access to perform the operation, or they do not. For example, if you grant the “All employees” role permission to perform the “Export list records” system operation, all users will be able to export section list data as Excel files.

The Operation permissions section of the System Designer is designed for managing access to system operations. Although standard folders are not available in the list of system operations, you can use either a standard or an advanced filter to find the needed operation.

Please note that system operation permissions work in conjunction with other access permissions. For example, users can only export data, which they can access according to object permissions.

Contents

Granting access permissions to system operations

System operation reference

See Also

Object permissions

Managing users

Video tutorials

User and role management, access permissions

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