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.

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.

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