Requiring a privilege for a rule

You can specify that a privilege is required to access or use a rule by updating the rule. Only certain rule forms include a privilege field, and for those that do, entry of a privilege is optional.

  1. Open the rule form for the rule that requires the privilege.
  2. On the Security tab or section, enter a privilege name.

Some examples of rules that require privileges include:

  • Activities – Limit execution of the rule to users who hold a privilege
  • Attachment category rules – Limit operations that can be performed on an attachment
  • Correspondence – Limit use of the rule to users who hold a privilege
  • Flows – Limit starting the flow to users who hold a privilege
  • Flow actions – Limit selection of the action to users who hold a privilege
  • Parse structured rules – Limit execution of the rule to users who hold a privilege
  • Report definition rules – Limit which users can produce the report or chart