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Dynamics 365 Community / Blogs / Rahul Tiwary CRM Blogs / Interactive Service Hub – S...

Interactive Service Hub – Security role and privileges

Rahul_Tiwary Profile Picture Rahul_Tiwary

In most of the implementation we do for interactive service hub, we came across scenarios where we need to use security role which are not a part of OOB security role and we know ISH icon comes only when you have these roles (System Administrator, System Customizer and CSR Manager). So generally, to achieve a functionality where we need a custom role to be able to access ISH, we create an icon in sitemap and provide ISH URL. For visibility control is handled by checking privilege access on the entities we can to show.

1-ISH

But that not enough for Interactive service hub to work properly. If you have configured, you own custom security role and ISH is not getting loaded properly or just keeps downloading customizations without an end then it may be because you don’t have specific privilege.

2-ISH

You need to give read privilege on Relationship entity under Customization tab in the specific role you are looking for

3-ISH


This was originally posted here.

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