Have all manual flow steps subject to a role permission | Community
Skip to main content
Grégoire_Miche2
Grégoire_Miche2
Level 10
March 30, 2016
New

Have all manual flow steps subject to a role permission

  • March 30, 2016
  • 3 replies
  • 1582 views

Users can be forbidden to schedule or activate smart campaigns, but inexperienced ones can still do a lot of bad things using the manual flow steps. Only a few of these flow steps are subject to a permission (mainly the delete lead).

This idea is to request that all flow steps should be subject to a role permission.

-Greg

    3 replies

    Robb_Barrett
    Robb_Barrett
    Level 10
    March 30, 2016

    I can see the value in that! Our notes fields are New Notes + Old Notes so that we keep history. Someone could easily wipe that all out not knowing what they're doing.

    Robb Barrett
    Amanda_Thomas6
    Amanda_Thomas6
    Level 8
    October 10, 2017

    Hi @Grégoire Michel,

    You said, "Users can be forbidden to schedule or activate smart campaigns..". Is this still true? I only see "Activate Trigger Campaign" and "Schedule Batch campaign", but nothing to prevent one from scheduling or running a smart campaign.

    Grégoire_Miche2
    Grégoire_Miche2Author
    Level 10
    October 10, 2017

    Hi Amanda,

    Well, if you create a role without these 2 roles permission checked, the person will not be able to schedule a batch nor activate a trigger.

    Furthermore, this idea should be marked as "done" since there is now a "Run single flow action" in the "database" section of the role permissions.

    -Greg

      K
      kh-lschutte
      February 6, 2020
      No text available
      Terms & ConditionsAccessibility statement

      Loading footer...