For user with Administrator role only.

Administrators can allow or deny access to a participant to create a new pipeline and new order. 

Important to note that when a participant is denied access to create a new pipeline that participant is still able to continue on the ongoing pipeline if they have one, however, they will not be able to create a new one.

To allow or deny a participant's access to create new pipeline and new order, from the Page Menu:

  1. Go to Setting > Security Broker.
  2. Select Participant > Access .


  1. Set Toggle button to Allowed or Deny to allow or deny selected participant to create new pipeline or new order.

 




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