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How to set permission correctly

    Question

  • Dear all,

    I am using dynamic CRM 2011 in my small company and I have notice that permission are not set ptroperly for certain users.

    I need for certains users to avoid access to:

    - View or edit opportunity
    -View or edit quote, order, invoice details
    - View pipe information

    I would like to simply authorise them to do Marketing campaign, send news letters, handle leads

    What is the proper permission to set for those users ?

    regards

    serge 

    Saturday, December 29, 2012 8:41 AM

Answers

  • If you go to Administration and then security roles:

    1) select the role you want to copy

    2) then go to "more actions" and the top option will be Copy Role

    here is a screenshot - http://imgur.com/cqUwy

    • Proposed as answer by Joe Sowada Wednesday, January 02, 2013 5:20 PM
    • Marked as answer by Solatys Wednesday, January 02, 2013 9:32 PM
    Wednesday, January 02, 2013 5:20 PM

All replies

  • I suggest making a copy of one of the default roles that come out of the box, and to start removing Read privileges on the entities you don't wish them to have access to. 

    Jason Lattimer
    My Blog -  Follow me on Twitter -  LinkedIn

    Saturday, December 29, 2012 2:53 PM
  • How to make the copy of default roles ? I can only found Copy as Link.

    Thnaks

    serge

    Wednesday, January 02, 2013 1:17 PM
  • If you go to Administration and then security roles:

    1) select the role you want to copy

    2) then go to "more actions" and the top option will be Copy Role

    here is a screenshot - http://imgur.com/cqUwy

    • Proposed as answer by Joe Sowada Wednesday, January 02, 2013 5:20 PM
    • Marked as answer by Solatys Wednesday, January 02, 2013 9:32 PM
    Wednesday, January 02, 2013 5:20 PM
  • Joe Sowada,

    You can't see the screenshot.

    Tuesday, January 08, 2013 9:40 PM