---
sourceDocument: Brazil Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/order-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Assign runtime permissions while creating sequences

# Assign runtime permissions while creating sequences {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Use permission sets to control access to sequence records such as sequence tasks and steps.

## Before you begin

Delegated developer roles must be assigned to designated users. For more information, see [Grant delegated developer permissions for managing sequences](https://www.servicenow.com/docs/cxomeGdD6gdp3R6PPfj9GA "Assign delegated developer roles to designated Customer Engagement Sequences users so they can create and manage sequences without needing a system admin role.").  
Note:  
Runtime permissions are available only with at least Playbooks version 28.1 on the Zurich release. For more information, see [Playbooks in Workflow Studio release notes](https://www.servicenow.com/docs/r/zurich/release-notes/process-automation-designer-rn.html).

Role required: sn_crm_sequence.admin, sn_crm_sequence.writer  
Note:  
If you're using Customer Engagement Sequences 1.0.0, you need the playbook.admin or pd_author role to create sequences.

## Procedure

1. Navigate to WorkspacesCRM Workspace.
2. Select the List icon .
3. Navigate to SequencesAll Sequences.
4. Select a sequence that you're creating or updating.
5. On the Workflow Studio page, select Properties from the More actions menu icon ![]().
6. On the Playbook properties window, select Runtime permissions.
7. Grant fine-grained access to sequence records by selecting a permission set from the Add permission set menu.  
   The available permission sets are:
   * Users
   * User groups
   * User criteria
   {#configure-runtime-permission-sequence-playbooks__ul_ptt_hws_ghc}
8. Use the data pill picker to establish a connection between a user, user group, or criteria with a column on the parent table.  
   To allow agents to view only their own assigned sequence tasks for a sequence based on the Lead table, you would select Parent Record as Lead and then its Owner column. For instance, if user Max Blaze is overlooking a lead, only Max Blaze will be able to view the sequence steps and complete activities.
9. Confirm your selection and set the permission by selecting the Add permission set icon.
10. Grant the level of access by selecting View or Manage or both.
11. **Optional:** Add additional permission sets as needed.
12. Select Save and close.
**Related concepts**   

* [Configuring Customer Engagement Sequences](https://www.servicenow.com/docs/zdtff3ofyrrwT3MdVdw4sQ "Plan and configure your implementation of Customer Engagement Sequences.")
* [Customer Engagement Sequences](https://www.servicenow.com/docs/VabjsTImT_NW05SlJJ~nXQ "Customer Engagement Sequences is a playbook that consists of a series of automated and manual activities that can be set up to engage with leads and customers at every stage of their relationship with your business​ through various channels.")

*[\>]: and then