Step 3: Set Permissions | Online Help | Qntrl

Step 3: Set Permissions

The third step of Orchestration is to Set Permissions. Qntrl allows you to set permissions for which users can create and access Cards in this orchestration. 

  1. Create Cards: Select users, teams, or roles to create new Cards in this Orchestration
    1. Org users: Allow all users in the organization to create cards using this form.
    2. Specific users : Allow individual users, teams, or roles to create cards using this form. 

  1. Access Cards: Select users, teams, or roles to access Cards in this Orchestration
    1. Add individual users, roles, or teams to view this form.
    2. If no selection is made here, the cards will be visible to all users.



A Card's Assignee and a Blueprint's Transition Owner can access or update the Card, irrespective of what permissions they have.
 
Once you set the permission, click Save to save your changes or click Save and Next to move to the next step in the Orchestration. 


Further Reading


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      Still can't find what you're looking for?

                      Write to us: support@zohoforms.com


                            




                            

                        Zoho Marketing Automation

                          Zoho Sheet Reources

                           




                              Zoho Forms Resources


                                Secure your business
                                communication with Zoho Mail


                                Mail on the move with
                                Zoho Mail mobile application

                                  Stay on top of your schedule
                                  at all times


                                  Carry your calendar with you
                                  Anytime, anywhere




                                        Zoho Sign Resources

                                          Sign, Paperless!

                                          Sign and send business documents on the go!

                                          Get Started Now


                                              Zoho SalesIQ Resources



                                                  Zoho TeamInbox Resources



                                                          Zoho DataPrep Resources



                                                            Zoho DataPrep Demo

                                                            Get a personalized demo or POC

                                                            REGISTER NOW


                                                              Design. Discuss. Deliver.

                                                              Create visually engaging stories with Zoho Show.

                                                              Get Started Now











                                                                                    • Related Articles

                                                                                    • What are the different permissions defined for cards (Set Permissions)?

                                                                                      In the Set Permissions tab of the Orchestration, you can provide "create and access" privileges to an orchestration.                      Create Cards    Choose Org users to allow all users in the organization to create cards in the orchestration.   ...
                                                                                    • Step 1: Create Form

                                                                                      Forms are used to capture requests from users that help you collect the data required to kickstart workflows and perform tasks in Qntrl.     There are different departments in an organization providing different solutions. For instance, the finance ...
                                                                                    • Overview of Cards

                                                                                      Cards are created to request available solutions in an organization. To request a solution, users fill out forms in orchestration, capturing the details of the solution. The card is then assigned to individual users, generally to be performed within ...
                                                                                    • Manage Cards

                                                                                      Users will be able to view, Cards created by them. Cards  requested by them.  Cards  in which the user can perform one or more Actions . Cards created in orchestrations where the user has Access Cards permission.  Access Privileges :   Admin users ...
                                                                                    • Qntrl for iPhone

                                                                                      Carry your workspace wherever you go using Qntrl's mobile app. Users can view requests, perform cards, and track updates on the go by downloading Qntrl's iOS application.  Minimum OS version: iOS 10 Install Qntrl to your iPhone You can install Qntrl ...
                                                                                    Wherever you are is as good as
                                                                                    your workplace

                                                                                      Resources

                                                                                      Videos

                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                      eBooks

                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                      Webinars

                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                      CRM Tips

                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                        Zoho Show Resources