Business process setup guide (BPMS)
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This documentation is valid for Creatio version 7.9.0. We recommend using the newest version of Creatio documentation.

[Change access rights] process item

If you want to add or remove user access rights to records in the system objects, use the [Change access rights] element.

For example, you want to restrict access to VIP accounts.

[Change access rights] element setup

Specify the access rights parameters on the element setup page (Fig. 33).

Fig. 33 The [Change access rights] element setup page

scr_chapter_process_designer_change_access.png 

Enter the element caption at the top of the page. The caption is displayed on the process diagram.

In the [For records of what object should the access rights be changed?] field, select the system object for the records of which you want to change access rights. For example, "Account".

Specify the conditions for records which you want to change access rights. In our example, access rights to the VIP account pages will be changed.

How to remove access rights

Access rights can be deleted for a certain role or certain user, as well as for several users by using a filter.

To select users for whom you wish to delete access rights, click the btn_button_connections00012.png button (Fig. 34).

Fig. 34 Selecting users for whom you wish to remove access rights

scr_chapter_process_designer_change_access_groups_users.png 

[For all roles and users] – Delete access rights to the selected operations for all users and roles.

[For roles] – Delete access rights for the selected organization structure item.

[For employee] – Delete access rights for the selected user.

[For the employees who meet the filter conditions] – Delete access rights for all users that correspond to the filter conditions.

Then, select operations you wish to delete access to (Fig. 35).

Fig. 35 Deleting access rights to operations

scr_chapter_process_designer_change_access_operations.png 

How to delete access rights

Select users or roles you wish to grant access to operations.

[For roles] – Delete access rights for the selected organization structure item.

[For employee] – Delete access rights for the selected user.

[For the employees who meet the filter conditions] – Delete access rights for all users that correspond to the filter conditions.

Use the radio button to select the operation access level that will be set when performing an action:

[Granted] – Users will obtain permission to execute selected operations.

[Granted with delegation rights] – Users will obtain permission to execute operations and to grant this permission operations to other users.

To select the access level, click the btn_process_level_operations.png button (Fig. 36).

Fig. 36 Deleting access rights to operations

scr_chapter_process_designer_change_access_level.png 

Note

In advanced mode, the element setup page contains additional parameters and connections with system records. The advanced mode is intended to be used by developers. Regular users are advised to use the regular mode of the element setup page.

Next

[Script task] process element

[Connect process to object] process element

[User task] process element

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