Workflow Security Settings

Two Microsoft CRM security privileges relate to workflow. They are located on the Sales tab (shown in Figure 12.34) of the role configuration screen. They are

• Workflow Process

• Workflow Process Instance

The Workflow Process privilege determines whether a user can create a new workflow rule or sales process. In other words, this is the setting that determines if the user can launch the Workflow Manager application.

The Workflow Process Instance privilege determines whether a user can create an instance of a workflow rule. In other words, this privilege determines whether the user can access the Apply Rule option on the Actions menu.