CRM 2013 Security roles implementation RRS feed

  • Question

  • We try to implement this scenario and we have some problems:

    We have create a new role with privilege on Business Unit entity.

    (Create, read, write, delete, add, add to, and share)

    For Access level: Local (Business Unit)

    Result: when we try to select Business Unit in another entity, we have only parent Business Unit.

    Why the Business Unit of my user is not in selection list ?

    For Access level:  Deep (Parent: Child Business Unit)

    Result: we have all Business Unit in our organisation

    Why user see all Business Unit Including those that are not in its hierarchy ?

    What is wrong ? 


    Tuesday, May 26, 2015 4:55 PM

All replies

  • Hi,

    Best approach creating security role is on organization level. As you create it on organization level, if you go to your business unit it will have a copy of the security role created on organization for the business unit you are looking at.

    Make sure that User is in Correct business unit. You might aware that while creating a user you should provide business unit. If you dont select anything user will be a organization. 

    The only thing i suspect here is that , user is on organization level.

    Thank you,

    Thank you, Sreeni Pavalla Please Vote as Helpful and Mark As Answer if it helped you. Blog: https://sreenipavalla.wordpress.com/

    Wednesday, May 27, 2015 6:01 AM
  • Hello Sreenivasulu Pavalla CRM,

    Thank you for your reply.

    Juste say you that I had selected the correct organisation for user.

    You can see it in the picture


    • Edited by AATSE Wednesday, May 27, 2015 9:23 AM
    Wednesday, May 27, 2015 9:20 AM