Activity / Task security RRS feed

  • Question

  • I was surprised to find out that any user can complete or cancel a task regardless of the security privileges set.  

    I have the activity entity set to read access across the organization, and all other privileges restricted to User.

    If user A creates a task and assigns it to User B, I would expect ONLY user B can complete the task, in fact it seems that anyone can complete the task, if they can see it.  Am I missing something here?

    CRM 2013 / SP1 UR2

    Friday, April 24, 2015 10:17 AM

All replies

  • Hi Marcus,

          Check the write privilege for the users on activity. If this set to organisation or BU, this is possible to have the behaviour you are mentioning. If you want only user B to change this, reduce the rights to user and others will not be able to change this. This can be checked under Settings-> Administration -> Security Roles and open the relevant role. Then select the Core Entities tab and check the first one which is activity.

    Hope this helps.
    Minal Dahiya
    blog : http://minaldahiya.blogspot.com.au/

    If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"


    • Proposed as answer by Minal Dahiya Friday, April 24, 2015 10:23 AM
    Friday, April 24, 2015 10:23 AM
  • Your example was when a task is reassigned. There's a system setting 'Share reassigned records with original owner' - if this is set to true, then in your example user A would still be able to modify the task, though other users wouldn't.

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Friday, April 24, 2015 11:32 AM