Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
Only Owner can have permission to delete Entities assigned. RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    Please can someone advise me: I want to set the security permissions such that only the owner of the entity can delete the entity. Example only the owner of a Task can delete his tasks.

    In our organization we have several sales representatives who fall under the same security role. They all have the permission to delete an activity. However i want to restrict one sales representative from deleting another sales representatives Activities.

    How can i achieve this?

    Thank you so much in advance.

     

    Mrinali
    Friday, May 6, 2011 7:08 PM

Answers

  • Question
    Sign in to vote
    0
    Sign in to vote

    You simply need to configure the security role.

    Once you open the security role, you can find the entity in question and make sure that the "Delete", and "Assign" privileges are set to "user" (basic). That way they will only be able to delete the record if they own it! :)

     

    Note that for tasks, you need to find the "activity" entity in the security role, and the same privileges will apply to all activities, you cannot control different privileges for each activity type.

    Friday, May 6, 2011 8:03 PM
    Moderator

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote

    You simply need to configure the security role.

    Once you open the security role, you can find the entity in question and make sure that the "Delete", and "Assign" privileges are set to "user" (basic). That way they will only be able to delete the record if they own it! :)

     

    Note that for tasks, you need to find the "activity" entity in the security role, and the same privileges will apply to all activities, you cannot control different privileges for each activity type.

    Friday, May 6, 2011 8:03 PM
    Moderator
  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi,

    To implement the deletion permission so that the user may only delete records which they own, simply set the Delete privilege to 'User' against each entity which you want to grant deletion privilege.

    So, for your example, goto the security role which is assigned to your sales representative, click 'Core Records' then set the 'Activity' entity Delete privilege to 'User'.

    Rob

    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd.
    Friday, May 6, 2011 8:05 PM
    Answerer
  • Question
    Sign in to vote
    0
    Sign in to vote
    Thank you so much. Yes i figured it as soon as i posted this question, thanks for your reply.
    Mrinali
    Monday, May 9, 2011 1:44 PM