6. ledna 2012 11:54
When trying to import data into a CRM 2011 system i'm getting a message saying;
"The signed in user does not have the appropriate security permissions to view these records or perform this action"
I have narrowed this down to the data import process rather than permissions surrounding the record type that's been imported as the message appears before the record type has been selected.
I can confirm that the user has the following permissions [full/organisational]
- Data Import
- Data Map
- Import Source file
I can't think of any more permissions that would be needed to imprt data, if anyone can suggest anything i would be grateful.
6. ledna 2012 14:07
Managed to sort this - it turned out to be the Publisher entity that required privileges, i have no idea why but would be interested to know if anyone can advise.
18. dubna 2012 16:55
Hi David. I've set the 4 pieces of permissions to a new custom role, but no dice. I'm getting an "Insifficient Permissions" when the user tries to click on Import Data>Import Data. Any help would be appreciated.
18. dubna 2012 20:27
It seems Web Wizard, Web Wizard Access Privilege, and Wizard Page are required as well. I took off Publisher Entity and it worked.
* Data Import (all)
* Data Map (all)
* Import Source File (all)
* Web Wizard (all)
* Web Wizard Access Privilege (all)
* Wizard Page (all)
- Navržen jako odpověď Jose Lopez - The Burgiss Group 18. dubna 2012 20:27
8. února 2013 18:23Vlastník
Jose's list is correct.
Having said that, although setting all privileges to the Org level will work, some organizations will not allow Delete privileges. For those Organizations where delete privileges are disallowed, you will need to grant delete privilege at the User level for the following two items:
- Data Import - Delete - User level privilege
- Data Map - Delete - User level privilege
Be sure to check those two settings if the Import is not working as expected and setting Data Import, Data Map, Import Source File, Web Wizard, Web Wizard Access Privilege and Wizard Page with Organizational level privileges. You might want to set privileges at that user level first and then, using a methodical approach, increase the privileges and only to Org level where needed.
- Navržen jako odpověď Donna EdwardsMVP, Owner 8. února 2013 18:23
9. února 2013 7:07PřispěvatelPlease paste your permission error log file here. It could help a lot.
If the answer helped you, remember to mark it as answer.
- Upravený Payman BiukaghazadehEditor 9. února 2013 7:07