Insufficient Permissions on crm 4.0

Posted on 2009-04-29
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.
Question by:dontelimpike
    LVL 7

    Expert Comment

    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.

    Author Comment

    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
    LVL 7

    Accepted Solution

    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

    Author Closing Comment

    That worked fine - thanks very much

    Author Comment

    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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