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crm 2011: Security role to not see user details RRS feed

  • Question

  • Hi,

    we have CRM 4.0. There our users can see the the general information of other users. But not the tab with the detais of the user.

    No we change to 2011. There we have the problem, that the other users can see the detailed information of the users. In the navigation the link to the Details is not there, but I can scroll down and see this information. So all userse can see the Birthday, the Bank and so on.

    That is a problem. And I didn´t find the right security role.

    Which security role should i change?

    Thanks

    Wednesday, September 14, 2011 1:47 PM

All replies

  • Hi,

    Open Security Role, go in Business Management tab and remove the User entity Read privileges .

     


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Wednesday, September 14, 2011 4:12 PM
  • I already tried that, but now the user can see nothing of the users. Im 4.0 the users could see the general information of other users, like the phone number, but not the detailed information.

    I now found out, that we do this via JS. So I have to check why this does not work for the 2011.

    Thx.

    Thursday, September 15, 2011 5:18 AM
  • Add all those fields you want to hide into different tab or section use  javascript to hide the tab/section

    if the loggedin userid is equal to userrecordid then hide the tab;

    if (Xrm.Page.context.getUserId()== Xrm.Page.data.entity.getId())

    {

    Xrm.Page.ui.tabs.get("yourtabname").setVisible(false);
    }
     
    I hope this helps.

    Amreek singh Senior CRM Consultant CDC Praxa Sydney,Australia http://mscrmshop.blogspot.com/

    • Proposed as answer by Amreek Singh Thursday, September 15, 2011 12:46 PM
    • Edited by Amreek Singh Thursday, September 15, 2011 12:48 PM
    Thursday, September 15, 2011 12:45 PM