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set personal options - security RRS feed

  • Question

  • Hello,

    I believe I've restricted some users - they cannot set personal options like number of records in view.  I don't see this in the security settings - can someone please point me in the right direction?

    Thanks!
    gg
    Friday, January 22, 2010 4:26 PM

Answers

  • Hi,

    you can find the security option on the tab Business Management, Rule "User Settings".
    Viele Grüße

    Michael Sulz
    axcentro GmbH
    MVP für Microsoft Dynamics CRM
    • Proposed as answer by Paul Reitmeyer Wednesday, January 27, 2010 10:14 PM
    • Marked as answer by geeky girly Thursday, January 28, 2010 4:14 PM
    Saturday, January 23, 2010 9:08 AM

All replies

  • Hi,

    you can find the security option on the tab Business Management, Rule "User Settings".
    Viele Grüße

    Michael Sulz
    axcentro GmbH
    MVP für Microsoft Dynamics CRM
    • Proposed as answer by Paul Reitmeyer Wednesday, January 27, 2010 10:14 PM
    • Marked as answer by geeky girly Thursday, January 28, 2010 4:14 PM
    Saturday, January 23, 2010 9:08 AM
  • Thanks for the reply - however -

    I am using CRM 4.0 and don't see this option.  I have Security Roles and User Settings under Administration, but can't see where this particular setting is applied.

    Am I looking in the wrong place?

    Thanks!
    gg

    Wednesday, January 27, 2010 7:43 PM
  • Geeky,
    You need to open the Security Role to see the options Michael is talking about. Within CRM > Settings > Administration > Security Roles > Double Click the role you've got your users added to > Look at the "Business Management" tab for the role setting called "User Settings". 
    Make sure that the "Create" is set to user, "Read" is set to User (at least.. could be Organization), and Write is set to User

    Save and close that role. 

    -Paul
    Wednesday, January 27, 2010 10:14 PM
  • Wednesday, January 27, 2010 11:17 PM
  • Thanks all!!
    Thursday, January 28, 2010 4:15 PM