Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested answer

Privilege to access contact information under Personal contact

(0) ShareShare
ReportReport
Posted on by 249 User Group Leader

Hi 

Can someone tell me what privilege I need to add to be able to access Contact information under Personal contact under Employees (Employees-Select a employee-Person-Personal Contacts)?

I've added the roles Human resource assistant and Human resource manager, but that isn't enough. I can see everything but "Contact Information (phone, email etc)".

The screen shot is taken with system administrator role.

pastedimage1682665069439v1.png

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    294,261 Super User 2025 Season 1 on at
    RE: Privilege to access contact information under Personal contact

    Hi Henrik,

    The privilege mentioned by Mohit providing access to the contact details. You can read my blog how to find related menu items for e.g. the address and contact details: Securing a menu item is not enough - form parts - Dynamicspedia

    You can also create a new privilege with the menu item mentioned by Girish. 

    After you added the permissions, you also need to check if the contact details are marked as private. In that case, you should also set up private location security: About the private location security in Finance & Operations and Human Resources - Dynamicspedia

  • GirishS Profile Picture
    27,825 Moderator on at
    RE: Privilege to access contact information under Personal contact

    Yes, Mohit is correct, 'EssPersonalDetailsContactInfoSubmitter' is a privilege that uses the menu item "'EssMyLogisticsContactInfoGrid" which is related to contact info form.

    You can try assigning that privilege and check.

    Thanks,

    Girish S.

  • Suggested answer
    Mohit Rampal Profile Picture
    12,558 Moderator on at
    RE: Privilege to access contact information under Personal contact

    Hi, You can try adding 'EssPersonalDetailsContactInfoSubmitter' security privilege.

  • Suggested answer
    GirishS Profile Picture
    27,825 Moderator on at
    RE: Privilege to access contact information under Personal contact

    Try assigning "LogisticsContactInfoMaintain" privilege and then check.

    Thanks,

    Girish S.

  • Henrik Nordlöf Profile Picture
    249 User Group Leader on at
    RE: Privilege to access contact information under Personal contact

    Thanks for your answer but that doesn't give you the correct (all) information. Personal Contacts is in a sub form and it looks like the security tool doesn't analyse sub forms.

  • GirishS Profile Picture
    27,825 Moderator on at
    RE: Privilege to access contact information under Personal contact

    Hi Henrik,

    You can use Security diagnostics option to view the related security objects.

    Its available under Options >> Security Diagnostics.

    Thanks,

    Girish S.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

🌸 Community Spring Festival 2025 Challenge 🌸

WIN Power Platform Community Conference 2025 tickets!

Jonas ”Jones” Melgaard – Community Spotlight

We are honored to recognize Jonas "Jones" Melgaard as our April 2025…

Kudos to the March Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 294,261 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 233,013 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,158 Moderator

Leaderboard

Product updates

Dynamics 365 release plans