Insufficient permission - user has same security role as others

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Posted on by melissary

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I have one user who when she logs into CRM (online) and tries to go to the Lead records - gets error message for Insufficient Permissions. She also cannot create a new record, that button is not available to her. We have several other users who are using the system just fine and they all have the same security role. Why would one user not be working?

I've tried changing the role on the user to System admin, logging in as her with that role, then switching back to the correct role (which is something I read in another blog post) but no luck.

Please help!

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jlattimer 24,562 on at

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RE: Insufficient permission - user has same security role as others

Are the other users members of a team(s) that have roles with additional privileges?

When set as a system admin - do the errors persist?

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melissary 323 on at

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RE: Insufficient permission - user has same security role as others

The other users have this exact security role. Is there somewhere else that could be limiting her access?

WHen set as System Admin she has access to everything so no, the errors do not persist.

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melissary 323 on at

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RE: Insufficient permission - user has same security role as others

I actually found out now that there are a total of 3 users who are unable to access certain records. But at least 2 users in that same security role are able to see everything fine. Any help is much appreciated.

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jlattimer 24,562 on at

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RE: Insufficient permission - user has same security role as others

There isn't any type of "deny" on privileges. Are these custom security roles or out of the box ones? Generally if they are custom roles - ideally you copy an existing role and take away only the items the user doesn't need access to. Creating a role from scratch often times doesn't take into account permissions on related entities that are required to perform actions.

Are the users who have everything working part of a team in CRM? Teams can have additional roles assigned - permissions in CRM are cumulative so a user would get all the permissions assigned to roles they directly have and all the permissions of all the roles any team they are a member of has.

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AaronRic 10,035 on at

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RE: Insufficient permission - user has same security role as others

The users that have this security role that do and do not work, do they also have other security roles? I would make sure that for one user that works and one that doesn't, you confirm they both only have this one role.

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melissary 323 on at

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RE: Insufficient permission - user has same security role as others

Yes, they are custom. Not sure why it would all of a sudden stop working on just certain users. No they are not on a team, and yes, I did confirm they all only have the one security role.

Is there a way in CRM to track system activity to find out if someone could have made a change that could affect this? I don't even know if that's possible or not.

thanks for all your help.

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PS 23,577 on at

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RE: Insufficient permission - user has same security role as others

Hi There,

try copying the role which is working for other users

for e.g. let say the name of security role which is working fine is 'Salesperson' then by selecting this role click on 'more actions and copy this role. name the new role as 'salesperson1'. provide the new role which is salesperson1 to the user who is not able to access leads.

I hope this will work.

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melissary 323 on at

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RE: Insufficient permission - user has same security role as others

Yes Prashant, this is what I did to fix the issue and it does work. I was just curious what caused this change all of a sudden and we're hoping this won't happen again. Do you know what would have caused this?

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PS 23,577 on at

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RE: Insufficient permission - user has same security role as others

Hi Melissary,

Hopefully, it will not happen again, dont worry. Cause of the issue is unknown, but probable reason could be the change in security priviliges after assigning security role to user. it happens very rarely. once every three implementations i have seen this, so, just chill for now, u are all set.

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Peter Page 255 on at

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RE: Insufficient permission - user has same security role as others

This is also happening to our organisation - a recent update must have caused this. I've got a call out with Microsoft Support and they aren't sure what is causing it. It is definitely a defect

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