CRM permissions error - giving SA doesn't help

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Posted on by jm2012

We have a small CRM online instance with only one user (me) and recently i needed to add users, but after i added them, these users don't have any permissions to do anything. I have given a user the System Administrator role, but this doesn't help. There must be something fundamental i am missing...?

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TheMarkChristie 10,328 Moderator on at

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Hi JM

Have you assigned the users licenses in the O365 Portal?

https://technet.microsoft.com/en-us/library/jj191623.aspx

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jm2012 on at

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Hi Mark,

Yes CRM licenses are applied (same as my account). I don't believe i need to set anything else in the O365 portal.

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PS 23,577 on at

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Are the users able to logon to CRM? or they are facing any errors?

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jm2012 on at

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Hi Prashant

Users can login with no errors, however they don't see any detail and cannot access any records.

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PS 23,577 on at

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Go to settings>>Security>>Users>> double click on user name>>scroll down to 'Administration' tab and change Access Mode to 'Read-Write'

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jm2012 on at

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Hi Prashant

You legend! all good. I thought the 'administrative' setting meant you could do everything. Clearly that's no the right definition of what this field is all about.

Thanks again.

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