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  • i have set up crm 2011 on one of our dev servers. I have added myself (domain/Pete) as CEO role. When I log in All the dahboards report I don not have sufficient privileges to view a chart. Also I do not get the 'customers' tab in the workplace.

    On our domain I am an administrator, and have full rights to each server inc SQL servers

    I must be missing something simple on the crm. can any one shed some light 

     

    Dont ask me .. i dont know

    Friday, November 16, 2012 2:02 PM

Answers

  • hi pete,

     are you trying to access custom entities ?

    if so, you have to give privileges to access custom entities manually for each security role except System Administrator .

    By default only system administrator role will get privileges to access all entities (system/custom).

    to give privileges navigate to Settings-->Administration-->Security Roles-->CEO-->select Custom Entities tab--> give read/write privileges.


    Thanks and Regards. Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

    • Marked as answer by Pete Newman Friday, November 16, 2012 6:21 PM
    Friday, November 16, 2012 3:11 PM