Assign a security role to a business process

After you create a business process, you need to enable the security roles of those who are going to use it. This allows people with the security role to assign the process to new and existing records.

  1. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics CRM.

    Check your security role

    1. Follow the steps in View your user profile.

    2. Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Processes.

  3. On the list of your processes, choose the process name.

  4. Click Enable Security Roles.

  5. Select Enable for everyone, or select Enable only for the selected security roles and then select the security role.

  6. Click OK.

Applies To

Dynamics CRM 2013

Dynamics CRM 2015

Dynamics CRM 2016

Dynamics CRM Online