Privileges Tab

Use the Privileges tab define access to Workflow and generic items.

Click the + to expand the item to get access to the lower levels.

The Parent Based Security tab contains items with access using the parent record's privileges. The settings on this tab change the parent record's privileges. For example, if Can delete on read/write is selected for sticky notes, then you can remove a sticky note from any record that is accessed in read or write mode.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Privileges

Update user access settings for Workflow.

You can allow or disallow user access per Workflow item, for these actions:

Read
Change
Delete
Add

You can also limit access to the All and Team records:

All not selected - Users will have access to Team and Mine records only
All and Team not selected - Users will have access to Mine records only.

Additional options are:

Allow Security changes - Determines if you can update the Assign To detail on the Maintenance forms on the Workflow > Security tab.
User Scripts - Authorise user access to user scripts.
System Scripts - Authorise user access to system scripts.

Sticky Note - Can delete on read/write

Select this option if a user can permanently remove a sticky note from any record that is accessed in read or write mode.

This setting overrides the Delete privilege set on the parent record that the sticky note is linked to.

Sticky Note - Can change on read/write

Select this option if a user can modify a sticky note on any record that is accessed in read or write mode.

This setting overrides the Change privilege set on the parent record that the sticky note is linked to.

Sticky Note - Can change on read only

Select this option if a user can modify a sticky note on any record that is accessed in read only mode. For example, if selected and a quote is closed, then you can maintain the sticky note linked to the quote.

Attachments - Can delete on read/write

Select this option if a user can permanently remove an attachment from any record that is accessed in read or write mode.

This setting overrides the Delete privilege set on the parent record that the attachment is associated with.