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Security Role - Minimal permissions RRS feed

  • Question

  • We're setting a security role for contractor.

    A user with the Contractor role should only have the ability to view the Opportunities that are shared with him/her.

    User be able to read existing and add new notes and activities related to those specific opportunity records. A user in question is an existing user(not a first time user.)

     

    The permissions are set as shown bellow.

     

    However, upon logging in to CRM, the following error is shown. 

    As if the user cannot see the view?!

    Which permissions are needed for the user to see those records correctly?

     




    Friday, February 3, 2012 2:31 PM

Answers

  • Found it. After Adding Create and Write (besides Read) privileges to the Customization > View, I've managed to open the views correctly and only see the shared opportunities.

     

    Friday, February 3, 2012 2:51 PM

All replies

  • Hi Bojan,

                    I think you are missing to give read permissions to the linked entities that the Opportunity entity has like the parent customer that can be either a contact or account. Since the view will try to show the parent customer field it needs to have read permissions to them.

     

     


    Regards,
    Damian Sinay
    Friday, February 3, 2012 2:42 PM
  • Found it. After Adding Create and Write (besides Read) privileges to the Customization > View, I've managed to open the views correctly and only see the shared opportunities.

     

    Friday, February 3, 2012 2:51 PM