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Allowing Sales Manager Security Role Permission to Assign Accounts

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Posted on by Judy_IW

In Dynamics 365 CRM, I've given the Sales Manager security role the Organization level access to Account, Lead, Opportunity, and Contact. However, the sales manager is still not able to Reassign accounts. What am I missing?

Thanks

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Microsoft Dynamics CRM

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Tom_Gioielli 3,078 Super User 2026 Season 1 on at

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There could be a few things happening.

The "Assign" privilege is a separate setting than edit, create, delete. Make sure that the Assign privilege is properly set on the role.

You could have cascading rules for child records of the Account (like Opportunity, Quote, Case, etc.). When reassigning an Account, the system may be trying to cascade that assign action down to child records for which the role does not give assign permissions.

Do they have the Assign button on the Account form at all? If they do and an error is occurring after performing the action, then it would indicate the problem being with the cascading rules. Any error message should state the name of the table where permissions are missing.

If this response helped, please consider marking as verified so future users can see the resolution. If you have additional questions or problems, please tag me in the response so I receive a notification.

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Judy_IW 22 on at

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Hi @Tom_Gioielli

I tested the Sales Manager role by assigning it to myself. I am able to assign accounts with that role. For some reason, the other user cannot. What would make his profile unable to assign accounts if it works for me?

Thank you for your help!

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Judy_IW 22 on at

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@Tom_Gioielli

That might not have been a good test. Seems I can assign accounts/opportunities regardless of my user role, which seems weird. I'm not able to access other features so the change must have taken effect in the system.

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Tom_Gioielli 3,078 Super User 2026 Season 1 on at

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So were you able to assign the account with the Sales Manager role and nothing else, or in addition to another role? Does any error come up when he tries to assign it, or is the button simply not there for him?

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Judy_IW 22 on at

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@Tom_Gioielli

No error, the option is just is not there for him. I removed my Admin role and gave myself Sales Manager only and was able to assign users. Strangely enough, I gave myself only Salesperson and was still able to assign users.

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Tom_Gioielli 3,078 Super User 2026 Season 1 on at

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Super weird. Let's look at one more thing. Ideally, you should keep your test account set to the same role as the Sales Manager.

At the top of the Account record in question, there should be a button that says "Check Access". Open that dialog, and it should default to your user. This shows what permissions you have on the record, and which roles are providing that access.

Now replace your user in the lookup with the Sales Manager and see what it says. In theory you should see the same roles and permissions.

The last thing I can think of that can cause an issue is if you use Business Units and you have your security permission set to the BU level instead of Org wide. In this situation, the manager might be in a different business unit than the current owner of the Account and that is why the option does not appear.

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Judy_IW 22 on at

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@Tom_Gioielli

That's helpful. If I go to Users and look at my permissions, it says I have System Administrator but not Salesperson. However, when I look at Check Access, it says I have both of those. Only System Admin has Assign permissions.

When I go to Users and look at his permissions, it says he has Sales Manager. However, when I look at Check Access, he has Sales Manager and Salesperson. Only Sales Manager has Assign permission. I don't want him to have System Administrator access. Also, it is worth noting that, even when I give him System Administrator access, he still cannot assign records.

Sharing screenshots of Check Access, in case that is helpful.

I've discovered that the Salesperson role is assigned by default. Everyone is part of the InfoWorks, Inc. team which gets the Salesperson role by default.

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Tom_Gioielli 3,078 Super User 2026 Season 1 on at

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The Sales Manager role default settings in my demo org have the following:

Create: Business Unit

Read: Organization

Write: Organization

Delete: Business Unit

Append: Organization

Append to: Organization

Assign: Business Unit

Share: Organization

Try updating the Sales Manager Assign permissions to Organization instead of Business Unit. It's tough to know without actually seeing your system, but this is the last thing I can think of trying based off what we have seen.

If this response helped, please consider marking as verified so future users can see the resolution. If you have additional questions or problems, please tag me in the response so I receive a notification.

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Judy_IW 22 on at

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@Tom_Gioielli

I should have mentioned, I already set Assign to Organization. That did not help.

Could it have anything to do with Sales Manager Role Settings? See dropdown at the bottom of the screenshot.

Also, heirarchy modeling is disabled, if that has any bearing at all.

Thanks

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Tom_Gioielli 3,078 Super User 2026 Season 1 on at

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Those settings should not have an impact, especially if the role is being directly assigned to the user. Do you have anyone else with the same security settings in the org, and are they having problems? Short of some sort of custom command to show or hide the assign button I really can't think of anything else you haven't checked.

* See if another user with the same permission roles assigned has the problem

* Check it in a sandbox and see if the problem still occurs

* Have the user try a new browser or incognito mode to see if it works there

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