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Hi- how do I set a role not to be able to open an account and add or modify children?
Right now account entity has "Create, Delete and Assign" are set to none, "Read, Write, append, append To, Share" are set to Organization
Pls advise.
Thanks,
DDEE
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Hi,
You cannot control this using security role. You can try adding field level security on the the parent field on the child entity to not change so this way you can restrict adding child to any parent.
Refer these for FLS:
www.encorebusiness.com/.../microsoft-dynamics-crm-field-level-security
www.powerobjects.com/.../enhanced-field-level-security-features-for-crm-2015
Hope this helps.
Hi ,
Are you want to control parent child record access using security role? Unfortunately you cannot define parent, child entity access level in security role.
It's only possible to using sharing record via access team .
Yes there is access level called parent child business unit in secirity role which means it's gives the rights to access different parent child business unit and not for parent child entity.
Hi DDee,
In order to add and modify children, the children entities have to have the appropriate permissions.
It seems your account record has the correct privileges to view the records, but as far as creating children, you will need to provide Create/Read/Write/Append/AppendTo to the children records.
If you need to create child records of the account entity, you will need to provide Create permissions for account as well.
Hope this helps.
Hi,
Read = is user able to see record
Write = is user able to modify the record
more information please take a look at below article.
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