Internal BPM Access Permissions

Internal BPM access permissions are controlled by View, Edit, or Admin access to the BPM_Access entity which is currently assigned on the Benefits_Member role.

These access permissions make the Internal BPM Access link available and functional on a Benefits Batch where Open to BPM = Yes. By default, the BPM_Access entity is added to the Benefits_Member role with Edit permissions enabled. Edit permissions allow Benefit team members to have full edit access while View permissions allow other internal team members to view the batch details without editing. Removing the entity hides the Internal BPM Access link.

For detailed steps on managing role security, refer to Administering Role Security.

Learning How: BPM Contacts and Access

Video

Watch the video on BPM Contacts and Access.

Related Topics:

• BPM General Configuration

• Configuring BPM Business Rules