export roles beneath root business unit RRS feed

  • Question

  • Someone rigged the screen for new security roles to open in a child business unit (how can you do that?)  So I created a few beneath the root.  When I went to export them they, of course, are not there.  How can I move/copy them up or otherwise get them out?
    Wednesday, February 23, 2011 6:40 PM


All replies

  • You may use CRMRoleUtility to help you export the roles from one environment and import to another one. The tool works for both v3.0 and v4.0. 

    I usually try to avoid creating security roles in child business units, because CRM doesn't allow you to export such roles using out-of-the-box export tool. 

    Hope this helps. 

    Daniel Cai | http://danielcai.blogspot.com
    Thursday, February 24, 2011 3:21 AM
  • That should be perfect.  I'm completely with you on the child bu roles which is why I ask how someone set the view to the child bu so I can set it back to the root.

    When I go to roles in administration it defaults to the child.  Where do I get to change that setting?

    Thursday, February 24, 2011 3:27 PM
  • If you are a system administrator, I suppose that you should be seeing the root business unit as the default view. If your default view is not root business unit, it's either because your login doesn't have proper privileges for Business Unit entity or it's a CRM bug. I would tend to think that you don't have proper privileges in this case. 
    Daniel Cai | http://danielcai.blogspot.com
    Thursday, February 24, 2011 4:25 PM
  • I'm an administrator


    !!! Of course I'm an administrator of the child BU.  That could be an interesting security feature!

    • Edited by mardukes Thursday, February 24, 2011 4:35 PM !!!!!!
    Thursday, February 24, 2011 4:33 PM
  • Is your CRM account in a child BU somehow? 
    Daniel Cai | http://danielcai.blogspot.com
    Thursday, February 24, 2011 4:42 PM
  • Somehow!  Yes!

    There are no users in the root BU except SYSTEM and INTEGRATION.  And, while I can move others to the root, I can't move myself.

    I just got here.

    Friday, February 25, 2011 3:25 PM
  • Then you should create another System Administrator and rescue yourself out of there. ;-)

    Good luck!

    Daniel Cai | http://danielcai.blogspot.com
    • Marked as answer by mardukes Friday, February 25, 2011 8:52 PM
    Friday, February 25, 2011 3:27 PM