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Applicable Processes and Stages Permission

Use the Applicable Processes and Stages permission to select the processes and stages available to users. For more information, see Process Stages.

Location

In the Navigation pane, click Applications > Liquid Latitude > Process Orchestration > Applicable Processes and Stages.

Scope

This permission is available for the following scopes:

  • System

  • Role

  • User

  • Business Class

  • Client Group

  • Client

Policy

The policy allows your organization to specify which processes are available to users and which stages within that process that users can move accounts through. Enable the permission for a scope and then select the allowed processes and stages. If you select a process and stage, it's available to users.

Conditions: If you select a condition (process and stage), it's available to users.

Tip: To select multiple sequential conditions, press and hold the Shift key and then click the first and last sequential condition. To select multiple non-sequential conditions, press and hold the Ctrl key and then click each individual condition.

Related Topics

Search for a Permission or System Code

Set a Permission and Policy

Liquid Latitude Settings

Application Settings

Permissions and Policies