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Microsoft Dynamics CRM (Archived)

How to add a user to a team that is not in your business unit / Security Role

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Posted on by 22

Hi all, 

Working on setting up correct security roles for both teams and users.  Below is the requirement and the issue I'm having.  Not sure what I'm missing but am hoping someone could give me some guidance/solution/best practice recommendations: 

Requirement:

a user, whose business unit is A, needs to be able to add/delete users to/from a team that is in a different business unit B.  I have two security roles set up, one for this user, and one for all the teams.  This specific user manages all the teams in all the business units although his/her current business unit is A.  This user cannot have system admin/customizer roles.

Issue I'm experiencing: 

This user can add/delete other users to/from the teams that are in the same business unit A, but not the teams that are in a different business unit.  This is the error message I got when the user added a user to a team outside of his/her business unit.

pastedimage1568037235847v2.png

I added more access(User Settings: Delete) to the security role(both for the user and team) based on the message, but then I would get another error message similar to the one above saying the roles don't have insufficient permissions.

Also, if I remove the security role from a team, which has business unit B, then this user can then add/delete users to that team.

Current environment:

Business Unit, Team and User entities for both security roles already have Read, Write, Append, Append To.

Any recommendation or ideas are welcome.   Thank you in advance.

*This post is locked for comments

  • Kole Huang Profile Picture
    22 on at
    RE: How to add a user to a team that is not in your business unit / Security Role

    Hi mardukes,

    Thanks for the suggestion.  I started creating a specific role and have been adding tons of privileges to the role as I keep getting different "Insufficient Permissions" error messages.  I'm not sure if I should keep adding all the privileges because it seems like this role is gonna be similar to System Admin role if I spend more time on adding privileges until I stop getting the errors.

    Any other places that I should look into or should I recreate both roles for both Team and User?

  • Martin Donnelly Profile Picture
    1,030 on at
    RE: How to add a user to a team that is not in your business unit / Security Role

    Yes.  You might want to create a specific Team Manager security role that sets the deleteUserSettings privilege (and any other privilege issues that come up next but, nothing else) and make it additional to the special user's set of roles.

  • Suggested answer
    Saad Kabarousse Profile Picture
    734 on at
    RE: How to add a user to a team that is not in your business unit / Security Role

    Hello,

    The user must have Delete / Update.. Privileges  for Organisation or Business Unit Cheld Level not only Business Unit (Based on if you want that  your user to be able to Manage All Users and teams or just preticular Ones ).

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