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Verified
Robert McAnally asked a question on 2 Jul 2014 3:06 PM

Hello:

 

I have created a custom role by copying the CSR role; I have added some permissions but have only limited Delete settings (from Org to User), so there not any fields in the new role omitted from the copied CSR role.  However, now, when a user adds a phone call from the "+" in the Activities sub-grid, the form loads but without the current User in the Call From field.  Does anyone know the exact part of the security role is covered by this?

Rob McAnally
CRM Administrator

BizNet Software, Inc.

www.biznetsoftware.com

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Verified Answer
Aileen Gusni responded on 2 Jul 2014 7:56 PM

Hi R,

To make the call from automatically filled by the current user, you should have  privilege to User entity as well.

Append to and Read

And also

Activity: Append access

If you dont have the User Append To and Read Privileges, you will not be able to link Activity to User :

If you dont have Activity Append priv, then you will receive this error, eventhough you can see the Call From at the very first time.

<Message>Principal user (Id=4cd89924-c5e1-e311-941c-001cc4eecdd6, type=8) is missing prvAppendActivity privilege (Id=78777c10-09ab-4326-b4c8-cf5729702937)</Message>

If you have all of the privileges, you can have this:

So, summary, you should have at least these Security Roles:

1. User : Read & Append To

2. Activity : Append

Hope it helps!

Thanks.

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Robert McAnally responded on 3 Jul 2014 8:18 AM

Aileen:

Thanks so very much for your help...worked perfectly!

Rob McAnally
CRM Administrator

BizNet Software, Inc.

www.biznetsoftware.com

Reply
Verified Answer
Aileen Gusni responded on 2 Jul 2014 7:56 PM

Hi R,

To make the call from automatically filled by the current user, you should have  privilege to User entity as well.

Append to and Read

And also

Activity: Append access

If you dont have the User Append To and Read Privileges, you will not be able to link Activity to User :

If you dont have Activity Append priv, then you will receive this error, eventhough you can see the Call From at the very first time.

<Message>Principal user (Id=4cd89924-c5e1-e311-941c-001cc4eecdd6, type=8) is missing prvAppendActivity privilege (Id=78777c10-09ab-4326-b4c8-cf5729702937)</Message>

If you have all of the privileges, you can have this:

So, summary, you should have at least these Security Roles:

1. User : Read & Append To

2. Activity : Append

Hope it helps!

Thanks.

Reply