Access issues for Custom Reports RRS feed

  • Question

  • Hi Experts ,

                   We have defined a set of custom reports and created a security Role as "XXX" . XXX has normal priviliges . Now We  assigned the XXX-users with the set of Custom reports . but the users are not able to run the report , It's throwing error as " no access" pls contact admin . We even tried in sharing the reports . No use . For XXX Role , I have defined "READ" & "SHARE " access to Reports . Can any one suggest on this .


    Thanks in Advance ,


    Tuesday, August 10, 2010 5:30 AM


  • hi,

    It seems that you have created a new Security role rather than Copy Existing "System Administrator" Role.

    Always copy an existing role and do the changes like add / remove roles.

    Go to CRM -> Setings -> Administration -> Security Roles -> Select "System Administrator" Role -> More Actions -> Copy Role -> Specify new Role Name

    And od the changes.

    Hope this helps.

    Thanks, Ranjitsingh R | http://mscrm-developer.blogspot.com/ | MS CRM Consultant
    Tuesday, August 10, 2010 6:16 AM

All replies