Role sharing between administrator and user RRS feed

  • Question

  • Hi,

    We are 2 users for CRM dynamics: I as administrator and seller in Europe and one of my colleague in China.

    I have assigned security role to my colleague but he still can see my datas (leads, opportunities...). After having cheked in my security roles, I have read that my "'Share" was for all organization and I can't change it.

    My aim is to be able to see all the datas for their activities in China (leads, opportunities...),  but I don't want they to see my activities in Europe.

    It there someone to help on this matter?



    Monday, April 8, 2013 3:30 PM


  • Hi,

    Unless you did not share a record, a user could not see your records (assuming that the read privilege of the entities are at user level). So, it is not related to the sharing. Try to restrict the read privileges of the security role of you colleague to user level. Hence, he/she only could see his/her owned records.

    BTW, restrict the assign privileges on the entities, so no one could change the assignment of the records.

    In this way you (with administrator role) could see everything, and they only could see their owned records. Furthermore, you could use business units also. In this way, you have to create a business unit under the main business unit and restrict the role to only read the business unit level records. In this solution, they could not see unrelated records also.

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    Tuesday, April 9, 2013 7:08 AM