Assigning Permissions for Entity Bulk Operations

By default, Entity Bulk Operations are accessible to all users and all groups that have been granted permission by the system administrator to the entity on which the bulk operation is based. If further restrictions are necessary, you can configure security permissions for entity bulk operations as described below.

• Configuring Entity Bulk Operation Permissions for Groups
• Configuring Entity Bulk Operation Permissions for Users

Configuring Entity Bulk Operation Permissions for Groups

The purpose of this topic is to describe how to configure the group permissions for Entity Bulk Operations. To do this, perform the following steps:

1. On the General tab of an Entity Bulk Operations record, clear the Allow Everyone to Run option.
   • When this option is cleared, the Groups Permissions and User Permissions tabs become available.
2. Click the Group Permissions tab and open a new Group Permissions sub-type record.
3. Select the group from the Group drop-down list.
4. Enter additional information in the Comments field (optional).
   
   
5. Click OK to save and close the Bulk Operations Group Permissions record.
6. Save the Entity Bulk Operations record.
7. Add additional groups as needed.
   • Alternatively, you can click OK and New in Step 5 to save the current record and open a new Group Permissions record in one step. 

Configuring Entity Bulk Operation Permissions for Users

The purpose of this topic is to describe how to configure the user permissions for Entity Bulk Operations. To do this, perform the following steps:

1. On the General tab of an Entity Bulk Operations record, clear the Allow Everyone to Run option (if not already cleared).
   1. When this option is cleared, the Groups Permissions and User Permissions tabs become available. 
2. Click the User Permissions tab and open a new User Permissions sub-type record.
3. Enter a user in the User field. This field links to the Users service.
4. Enter additional information in the Comments field (optional).  
   
   
5. Click OK to save and close the Bulk Operations User Permissions record.
6. Save the Entity Bulk Operations record.
7. Add additional users as needed.
   • Alternatively, you can click OK and New in Step 5 to save the current record and open a new User Permissions record in one step.