Top menu >> Setup >> select/click process (eg: Order, Quote, Commission Issue)
You dictate which users can start, read or edit any of your processes. To setup the security for the different users please follow the instructions outlined below.
Click Security in the Settings box of the Template tab.
1. Staff users: Add or remove roles you want to be able to have access to this process and select a setting from the drop down menu that dictates if they can start, read or edit a form in the process.
2. Agency users: Select a setting from the drop down menu that dictates if they can start, read or edit a form in the process. Check other options if applicable.
3. Customer users: Select a setting from the drop down menu that dictates if they can start, read or edit a form in the process. Check other options if applicable.
See also: