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Out of the box, MS CRM 4.0 comes with several security roles already configured such as Marketing Manager, System Administrator, CSR Manager, Customer Service Representative, etc. Can anyone point me in the direction of a summary of what exactly each of these roles can and cannot do (e.g. system admin has total control over the entire system regardless of what business unit they are assigned Customer Service Representative can do X but not Y (for A CSR to do Y they would need to have CSR Manager or higher) Basically without creating demo users and exploring what the permissions do and do not grant and making a very detailed table or without going into each role and looking at all the permissions and taking detailed notes... is there an article somewhere that breaks it down not as a matrix of all the permissions bur rather in a way I can read quickly and know "OK if I assign someone the salesperson role they'll be able to enter and work with contacts and accounts, generate invoices, etc. but not be able to view or assign cases" as an example. I'm after something that in a paragraph or two helps me decide what roles a person needs and to help me be able to better explain what they can and cannot do rather than me assigning a ole and finding that the person doesn't have the right permission or the opposite problem of assigning a role and ivng the person too much access.
any help in this matter would be appreciated.
Please refer to this article for the security role of the environment.
While that document is for newer CRM (2011 or newer). I think I might be able to port that knowledge backwards… thanks for the help
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