What's the best way to implement Security in CRM by using security roles or Teams

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Posted on by NKC

We have around 500 users 6 business units . Initially security was implemented based on the Teams , system was a bit customised , some times we are having difficulties to identify proper reason for errors this is due to customization done based on teams, Now we are want to change this? Any suggestions.

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Feridun Kadir 1,705 Most Valuable Professional on at

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My preferred way to manage security is to start with security roles for users. If possible, I like to create a core role that applies to all users and then create incremental roles that provide additional rights/privileges for specific job roles.

I see you have 6 business units, depending on why you have 6 BUs using a single core role for all users might not work for you.

Allocating security roles to teams is a good way to give access to users to a different business unit from the user's home business unit.

I don't think there is a right or wrong way. You need to implement a scheme that meets your needs but is easy to understand and scale.

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Hosk on at

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Security is a tricky and complex area of CRM.

Are the problems you are experiencing in your customizations?

What errors are you experiencing and why are they hard to identify?

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Community Member on at

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Hi Chaitanya,

Could you please shed some light on 'Difficulties to identify errors' - Are they specific to a group of users or Client execution (UI) or errors in back ground processes.

As Ben alluded - Security is tricky.

Please share details/specifics with your issues/use case when the clients encounter errors.

Thank you,

Harihar

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