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Found 9634 threads
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0 VotesUnable to assign all security roles to a user with a new custom security role
Ensure that you copied the System Administrator role and removed privileges that you do not want the User Support role to have rather than creating a security role from ...Answered | 2 Replies | 2011 Views | Created by VaibhavShah24 - Thursday, January 8, 2015 10:01 AM | Last reply by Donna Edwards - Thursday, January 15, 2015 9:27 PM
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0 Votes
Security Roles - Best Practice?
One important practice to follow regarding security roles, is to copy a 'default' security role when creating a new one.Answered | 2 Replies | 6380 Views | Created by Matzer J - Friday, November 6, 2009 9:47 AM | Last reply by Donna Edwards - Friday, November 6, 2009 12:26 PM -
2 Votes
Which privileges to manage roles
Now they can assign roles, however they can only assign and remove roles that they themselves have.Answered | 3 Replies | 1995 Views | Created by JCobelens - Friday, April 19, 2013 10:26 PM | Last reply by JCobelens - Sunday, April 21, 2013 7:41 PM -
3 Votes
Role Privelages ,
just check , if the user is assigned more than one roles.Answered | 5 Replies | 5324 Views | Created by zachile - Thursday, October 7, 2010 10:05 AM | Last reply by yes.sudhanshu - Tuesday, October 12, 2010 5:47 PM -
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Role based security on field
Click Here Hide/Show Tab Using Security Role Happy Coding Warm Regards, Suresh Kumar DAnswered | 5 Replies | 2243 Views | Created by Ravi MRC - Friday, January 25, 2013 1:30 PM | Last reply by Ravi MRC - Monday, January 28, 2013 5:52 AM -
2 Votes
Adding security roles into to solution ?!!
You can only include root parent business unit security roles in a solution.Answered | 2 Replies | 3985 Views | Created by Pradeep47 - Thursday, March 15, 2012 7:08 AM | Last reply by Neil Benson - Thursday, March 15, 2012 11:42 AM -
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CRM Roles
These users below belong to only 1 Role at the time being and that Role does not allow them to see commissions in general.Answered | 5 Replies | 7099 Views | Created by Len Campbell - Monday, April 27, 2009 8:23 PM | Last reply by Len Campbell - Wednesday, April 29, 2009 8:54 PM -
3 Votes
Security Roles and Permissions question
You create a role and give it a BU.Answered | 4 Replies | 7128 Views | Created by Vivek Joshi - Friday, April 2, 2010 7:38 PM | Last reply by Leon Tribe - Saturday, April 3, 2010 9:46 AM -
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admin security role
Hi Zachile, If you want to check a user's security Role goto Settings, Administration, And open the User.Answered | 4 Replies | 5736 Views | Created by zachile - Monday, February 1, 2010 12:58 PM | Last reply by Henrik Jensen - CRMBlog.dk - Monday, February 1, 2010 3:01 PM -
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Exporting Security roles in CRM
administration > security roles).Answered | 6 Replies | 15880 Views | Created by help23 - Tuesday, August 10, 2010 2:51 PM | Last reply by JamesI_ - Thursday, May 22, 2014 8:48 AM -
1 Votes
Number of Security Roles
if you have # security roles in CRM 4 then you will have # roles in CRM 2011.Answered | 5 Replies | 5072 Views | Created by Testing CRM 365 - Monday, November 8, 2010 3:38 PM | Last reply by Testing CRM 365 - Monday, November 8, 2010 5:06 PM -
2 Votes
managing users' security roles
To respond to the last items - security roles are additive and the least restrictive role applies.Answered | 3 Replies | 5529 Views | Created by xrm - Thursday, September 9, 2010 12:31 PM | Last reply by Amarsen Vangoor - Thursday, September 9, 2010 2:39 PM -
1 Votes
CRM & Security Roles
you can write script on form load to check user's role and then make particular field enable and disabl for them..Answered | 3 Replies | 6263 Views | Created by Happy Computer, Inc. _ - Tuesday, April 20, 2010 7:15 PM | Last reply by Henrik Jensen - CRMBlog.dk - Wednesday, April 21, 2010 1:50 PM -
1 Votes
Setting Role rights For a form
Now how can i assign just updation part to sales Support role?Answered | 7 Replies | 1480 Views | Created by mc.gem - Wednesday, May 8, 2013 6:44 AM | Last reply by VidhiyaM - Wednesday, May 8, 2013 12:29 PM -
1 Votes
Problems with custom roles
After adding the role, having them login, and removing the role they were able to access it fine.Answered | 8 Replies | 5981 Views | Created by Clifton Griffin - Wednesday, August 11, 2010 7:04 PM | Last reply by Clifton Griffin - Monday, August 16, 2010 3:14 PM -
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File Permissions using roles
Users have been assigned different roles e.g Level 1, Level 2, etc.Answered | 2 Replies | 890 Views | Created by Ronworld - Tuesday, November 3, 2015 10:56 AM | Last reply by Dave Patrick - Wednesday, November 4, 2015 5:35 AM -
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Security Role Overview...is there a quick way to view all options within a Role?
There is a custom project available for this - http://code.msdn.microsoft.com/CrmSecurityReports provides a report of all security options - This resource contains ...Answered | 2 Replies | 5916 Views | Created by GrenadaV - Tuesday, May 11, 2010 10:35 PM | Last reply by GrenadaV - Thursday, May 13, 2010 2:26 AM -
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Adding a role to all users
In the Users view, you can select the users you want to add to a role and then go to More Actions - Manage Roles.Answered | 2 Replies | 3078 Views | Created by SN_NJ - Tuesday, July 19, 2011 5:23 PM | Last reply by Steen Schlüter Persson - DK - Wednesday, July 20, 2011 7:46 AM -
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Security Roles Template
Hi, You could take this article by MVP Richard Knudson as a starter but maybe change some of the screenshots; ...Answered | 2 Replies | 4021 Views | Created by JLockard - Monday, February 6, 2012 9:19 PM | Last reply by JLockard - Wednesday, February 8, 2012 12:57 PM -
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Teams vs Security Roles
Not possible buddy, Form access is based just on the security roles.Answered | 1 Replies | 2888 Views | Created by Pasha Rabizadeh - Wednesday, November 9, 2011 10:30 PM | Last reply by Amreek Singh - Wednesday, November 9, 2011 10:42 PM
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