[Okta Webinar] Learn how to a build a cloud-first strategyRegister Now

x
  • Status: Solved
  • Priority: Medium
  • Security: Public
  • Views: 800
  • Last Modified:

CRM 2011 - How do I grant read permission to account information

I would like to setup each sales person (user of the CRM) to take care a number of account and the client below those account.  However, the account and client should be owned by the organization and can not be deleted.  They only have read permission for all the information except the activities associated with the clients.  They can create, read, write and modify information to the activities.

How do I do that?
0
tommym121
Asked:
tommym121
  • 2
  • 2
1 Solution
 
Chinmay PatelEnterprise ArchitectCommented:
Hi tommym121,

http://www.youtube.com/watch?v=dIkxowdUdb4

In the above mentioned video check how security roles are setup and then either create a role for those users or modify the existing role to provide only read-only access to the Account record. Apart from that you might want to provide append to permission as well.

Regards,
Chinmay.
0
 
tommym121Author Commented:
Chinamy,

I have import all the account/contact data with owner being administrator, since the organization only allow the sales to have read permission.

How do I grant permission to a specific Account and contact under account.
E.g.
SalesPerson1
SalesPerson2

SalesPerson1 can handle Account1 and Account2  so when SalesPerson1 sign on and  click on contacta on the navigation bar,  he should only see contacts of Account1 and Account2
Similariy SalesPerson2 can only handle Account3 and Account4 and  click on contacta on the navigation bar,  he should only see contacts of Account3 and Account4.

I go through the video, and not sure how to do it, would you be able to explain further.
0
 
Chinmay PatelEnterprise ArchitectCommented:
Hi jblanke,

Alright go through this link : http://www.dynamicscrmtrickbag.com/2011/07/20/dynamics-crm-2011-security-roles/

I hope that will clear your doubts about how Security is implemented in CRM.

Now, If you want that one sales person has access to set of accounts only then you have to give them access level of User and then explicitly assign the records to that person.


Regards,
Chinmay.
0
 
tommym121Author Commented:
Thanks
0

Featured Post

Free learning courses: Active Directory Deep Dive

Get a firm grasp on your IT environment when you learn Active Directory best practices with Veeam! Watch all, or choose any amount, of this three-part webinar series to improve your skills. From the basics to virtualization and backup, we got you covered.

  • 2
  • 2
Tackle projects and never again get stuck behind a technical roadblock.
Join Now