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CRM 4.0 ability to maintain separate contacts per entity?

Posted on 2010-11-17
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Last Modified: 2012-05-10
I am creating a new entity with its own business unit.  Once I created this and assigned it to a user, the user is still able to view all contacts.  Is there a way in CRM 4.0 to only allow this specific entity to see its own contacts and no other Business Unit contacts?
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Question by:Justin Imes
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feridun earned 500 total points
ID: 34156775
What a user can view depends on the user's security roles. A security role includes the extent to which a user can exercise a right. For example, with contacts, you can specify in a role that a user that has the role can view:
contacts they own
contacts owned by people in the same business unit as the user
contacts owned by people in the same business unit as the user or any owned by people in any business unit below the user's business unit
any contact
no contacts
You can create new security roles at each business unit or modify the system roles or indeed copy the system roles and then modify the copy.

Does this help?
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by:Justin Imes
ID: 34157559
Perfect explanation... thank you, my contact roles were set to organization.
Thanks so much.
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