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Microsoft Dynamics CRM (Archived)

Security roles for portal user

Posted on by

I have created a customer self-services portal in crm online .And i am trying to give security roles for different user.

-I have two user(admin-full privilege ,user-read only)

-In "Web Role"  i am using the default administrators role for admin and custom 'test' role for user.

-In "Entity permission" for same entity i created two privilege types(1.admin-user,2.user) and add the web roles respectively with scope as 'global'.

-I have also enable the "enable entity permission" in entity form & list.

but when trying to login with "user" privilege i can even edit the form.Is there any more steps required to config the sec roles. 

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  • Suggested answer
    Nadeeja Bomiriya Profile Picture
    Nadeeja Bomiriya 6,804 on at
    RE: Security roles for portal user

    Hi ganeshm,

    Try restarting the portal.

    dyn365apps.com/.../dynamics-365-portal-issues-try-restarting-the-portal

    Also make sure the Entity Permissions for User includes Write permission.

  • Suggested answer
    sandeepstw Profile Picture
    sandeepstw 4,601 on at
    RE: Security roles for portal user

    Hi,

    Please check this link can help you:

    www.microsoft.com/.../add-record-based-security-using-entity-permissions-for-portals.aspx

    Thanks,

    Sandeep

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