Hello,
I have noticed with the administrative functions I am able to export data from the application, however when logged in as a regular user the export function is grayed out and unusable. Is there a way to grant permissions for users to be allowed to export data (ie contacts, accounts)?
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Hello Jake
To configure the ability to export data to a file for a particular user or group, you should perform the following sequence of actions:
- Sign in with BPMonline Administrator account.
2. Go to the section «Tools», then to the section «Access Rights => Operations Permissions»
3. For the registry entries «Export List Records» add the desired user or group of users who you want to have the ability for exporting the registry (in the example we have a group «All employees»), set for this user or group attribute «true» in «Premission»
4. Check the export operation for the desired user or group of users
Dear Aaykay,
The steps are quite similar. You just need to go to the Operation permission section in the system designer and find the 'Export List Records' operation. Here you need to indicate what users or roles can have access to the export option. By default, only system administrators have this permission. http://prntscr.com/n8wt58
Best regards,
Dean