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Microsoft Dynamics CRM (Archived)

Hierarchy Security Model query

Posted on by Microsoft Employee

Hi,

I have set up an Account record with several child Account records. I can view the visual hierarchical model, but no other users can.

Is there a security role around this? I'm a system admin and the other users have normal sales security roles.

Thanks. 

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Hierarchy Security Model query

    Thank you Prashant!

  • Verified answer
    PS Profile Picture
    PS 23,577 on at
    RE: Hierarchy Security Model query

    Go to settings>>Security>>Security Role>>Select the role facing issues>>Under customization tab>>Hierarchy rule>>check if your user has got any privilege here?

    if yes, is it only read or its read, create & write.

    Try giving them read, write & create and see if it works.

    Here's a screenshot:

    8105.7.PNG

  • Suggested answer
    Yadnyesh Kuvalekar Profile Picture
    Yadnyesh Kuvalekar 4,102 on at
    RE: Hierarchy Security Model query

    Can you send screenshot of security roles assigned to normal users? There are chances that the normal security has only user level read access to account record and hence the are not able to see records created by sys admin.

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