Case Studies
Automating Fleet Leasing Sales Permissions for Stronger Security
A fleet leasing organization strengthened security and consistency in its Sales Inquiry process by automating permission controls in SharePoint. Previously, permissions often failed to apply correctly, especially for closed inquiries, creating access issues and risking exposure of sensitive data. Updating the Nintex workflow to automatically set the right permissions at closure now ensures a more secure, low maintenance, and compliant process.
Technologies Supported
- SharePoint
- Nintex Workflow
- Microsoft 365
The Challenge
Inconsistent SharePoint Permissions Created Security and Access Risks
Managing Sales Inquiry permissions in SharePoint had become increasingly unreliable, especially when inquiries moved into a closed state. The system’s unique permission settings often failed to cascade properly, leaving team members without the access they needed or, in some cases, exposing sensitive information to users who shouldn’t see it. These inconsistencies created operational friction, introduced security risks, and required frequent manual fixes, slowing down the workflow and undermining confidence in the platform’s ability to protect critical sales data.
The Solution
Automating Permission Controls to Secure Closed Inquiries
To address these issues, the team conducted a thorough review of the Nintex workflow that governed Sales Inquiry permissions. The workflow was redesigned to automate how permissions are applied when an inquiry transitions to a closed status, removing the need for manual adjustments. By embedding clear, consistent permission logic directly into the process, the system now reliably assigns the correct access levels and ensures that only authorized users can view or modify closed records. This automation not only strengthens security but also streamlines day‑to‑day operations by reducing the risk of human error.
Some highlights of the solution include:
- Automated permissions applied at inquiry closure
- Reduced manual access management
- Ensured only authorized users can view or edit records
The Outcome
Consistent Access Control Delivers a More Secure Workflow
The updated workflow has significantly strengthened the security and reliability of the Sales Inquiry process. With permissions now applied automatically and consistently at closure, sensitive information is properly protected and accessible only to the right users. These improvements have reduced the need for manual corrections, minimized recurring access issues, and reinforced adherence to organizational security standards. As a result, the team can manage inquiries with greater confidence, efficiency, and compliance.
The Conclusion
Security Strengthened. Workflow Simplified.
By automating permission controls and refining the Nintex workflow, the organization successfully eliminated inconsistent access issues and strengthened the security of its Sales Inquiry process. The updated workflow now ensures closed inquiries are consistently protected, reducing manual effort and improving compliance. This streamlined approach delivers a more reliable, secure, and efficient system for managing sensitive sales data.