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Insufficient Permissions on crm 4.0

Posted on 2009-04-29
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Last Modified: 2012-05-06
Just installed CRM 4.0 (not live yet). Although I can get in OK none of the users can. I have admin permissions to the server and database and they don't so this could be the problem but I am unsure where to start looking.
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Question by:dontelimpike
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Expert Comment

by:stacko111
ID: 24261841
When you create users in CRM you also need to assign them Security Roles.

Go to Settings > Administration > Users > Highlight the User > Click on the More Actions menu > Select Manage Roles > Select the relevant Security Roles.

This should solve the problem.
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Author Comment

by:dontelimpike
ID: 24261985
The users are a member of a created role called HBC Standard User.  I have taken myself out of the administrator role and put myself into the HBC Standard User role but it still works for me and not for the users
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stacko111 earned 2000 total points
ID: 24262057
So this is a custom security role then. I actually had the same problem and managed to solve it but unfortunately I'm not sure what solved it.

There are two things you could try:

1. Give the affected users the administration role, publish then remove it again. I think there is a little bug with custom security roles, giving them a system one could fix it. If it doesn't work try...
2. In the affected role configuration, find the Business Management tab find User configuration, enable Create, Read & Write at least at the user level.

I got mine to work eventually - actually one other thing that I tried was recreating the user - I would only recommend trying that as a last resort though.

Hope this helps
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Author Closing Comment

by:dontelimpike
ID: 31575997
That worked fine - thanks very much
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Author Comment

by:dontelimpike
ID: 24270128
Gave the role admin permissions and then took them away. It worked.  Like you say, it seems to be a little bug in SQL server.
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