business unit role question RRS feed

  • Question

  • Hello, CRM roles are at the business unit level. So what if I have a business unit with many roles but then I add a new business unit and I want all the roles associated with my existing business unit to be available for my new business unit. Is there any easy way to do this in CRM?
    Friday, May 16, 2014 10:25 PM

All replies

  • Per default if you add a security role, it will be available for all business units.

    If its not, you can allways utilize the copy role functionality.

    Rune Daub Senior Consultant - Dynateam CRM http://www.dynateam.dk

    • Proposed as answer by RuneDaub Sunday, May 18, 2014 7:55 PM
    Sunday, May 18, 2014 7:55 PM
  • BU is a tree structure.

    If you new a security role from the root node, by default it will be available by other child BU.


    Wednesday, May 21, 2014 7:12 AM