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Hello to all,
I am fairly new to the CRM platform and i came up with the below issue. First of all the structure of the Business Unit is like this: BU(Greece) and below it there are several BUs like cities, for example Athens, Thessaloniki etc. All cities on the same level and have the same role. Each city has several users bound to the BU.
The issue now:
A new contact is made from the account on City Athens. Then they create a case with this contact and as it should, it is not visible to anyone but the city. Now if the same contact is used from city of Thessaloniki for a new case that should be visible only in Thessaloniki. The problem now is Athens for example (who made the contact) has full access to the case (they shouldn't even be able to see the case, let alone modify it).
I am attaching all the roles that have been set previously by previous co-workers.
I would like to know how to modify the roles ( if it is a matter of roles...) so that even though all can see the contacts, the cases remain unseen by none other but the city who created the case.
Pls check who create the case records and what is the user's Security Role.
I believe for this request, in case entity - "Create" give only user level privilege. (Not BU level)
Thank you for the fast response. I tried your solution but now the problem is that users from different BU can't see the contants. I want the contacts to be visible for anyone, no matter the BU order.
Forget my 1st reply. it works as it should. Thank you m8.
Can you confirm for Contact, you have given Full credential access for "Create", "Read", "Write", "Append" & "Append To".
Yes they have Organization access to all those fields and also Share is at User field.
The problem remains. I set the fields of the Case in User to test again. Problem remains.
Could you pls check this:
1. Check if the Entity you are referring is the same in security role.
- Case Entity, and the sub entities have same privilege
2. Make user's assign to only one Security Role
3. Verify the BU/Team Security Role
4. To test, verify if two user assign to different BU but assigned with same security role.
4. Login using the user under the BU:
-Create a Contact & Case
5. Login using different user from different BU, check if you could see the created Contact & Case.
Cascade settings on your entity relationships drive this behavior
check for "Reparent" setting in your relationship
if it is set to "cascade all" then child record(case) will be implicitly shared to the parent record (contact) owner.
If you want to change this behavior you need select configurable cascading and modify re-parent setting
Refer Gareth Tucker's blog post for more information on implicit-shares-in-microsoft-crm-2011
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