Assign runtime permissions while creating sequences
Use permission sets to control access to sequence records such as sequence tasks and steps.
Before you begin
Delegated developer roles must be assigned to designated users. For more information, see Grant delegated developer permissions for managing sequences.
Note: Runtime permissions are available only with at least Playbooks version 28.1 on the Zurich release. For more information, see Playbook release notes.
Role required: sn_crm_sequence.admin, sn_crm_sequence.writer
Note: If you're using Customer Engagement Sequences 1.0.0, you need the playbook.admin or pd_author role to create sequences.
Procedure
Navigate to Workspaces > CSM/FSM Configurable Workspace.
Select the List icon
.
Navigate to Sequences > All Sequences.
Select a sequence that you're creating or updating.
On the Workflow Studio page, select Properties from the More actions menu icon
.
On the Playbook properties window, select Runtime permissions.
Grant fine-grained access to sequence records by selecting a permission set from the Add permission set menu.
The available permission sets are:
- Users
- User groups
- User criteria
- Use the data pill picker to establish a connection between a user, user group, or criteria with a column on the parent table.
To allow agents to view only their own assigned sequence tasks for a sequence based on the Lead table, you would select Parent Record as Lead and then its Owner column. For instance, if user Max Blaze is overlooking a lead, only Max Blaze will be able to view the sequence steps and complete activities.
Confirm your selection and set the permission by selecting the Add permission set icon
.
Grant the level of access by selecting View or Manage or both.
Add additional permission sets as needed.
Select Save and close.
Parent Topic:Create a customer engagement sequence
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