Saturday, December 29, 2012 8:41 AM
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 ?
Saturday, December 29, 2012 2:53 PMModeratorI 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.
- Proposed As Answer by JLattimerMicrosoft Community Contributor, Moderator Saturday, December 29, 2012 4:38 PM
Wednesday, January 02, 2013 1:17 PM
How to make the copy of default roles ? I can only found Copy as Link.
Wednesday, January 02, 2013 5:20 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
Tuesday, January 08, 2013 9:40 PM
You can't see the screenshot.