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how to assign security role for bulk users in different Business unit in CRM 2013 ? RRS feed

  • Question

  • Hi All,

    I need to assign a  security role to bulk no. of  users of different business unit. At present i am able to add security role to individual users. But if i want to add for 100 users in different business unit, how can i assign security role to all users at one step. Any solution ?

    Thanks

    Shankar.B


    Monday, April 21, 2014 1:11 PM

Answers

  • You should be able to run an advanced find to select your users, and them do a Manage Roles. 

    You will only be able to select roles that belong to all business units where you have selected users from. This is to prevent assigning a role to a user from a business unit they don't belong to. You will get this message:

    • Proposed as answer by Nico-TMVP Wednesday, April 23, 2014 9:39 PM
    • Marked as answer by Shankar_Bala Wednesday, April 30, 2014 11:35 AM
    Wednesday, April 23, 2014 9:39 PM