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Customer experience | Sales, Customer Insights,...
Answered

Add common data service priviliges to custom secutiry role

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Posted on by

Hi, 

When the users in my org try to use the business card scanner when quick create a contact or lead they get the following error: "It looks like AI Builder wasn’t set up correctly. Ask your admin to investigate."

I know that they need to have the security role "common data service user" to access this, but my question is: I would like to add only the privilages in that security role that enables the user to access the business card scanner to my custom security roles. I can not understand what privilage I need to add. Does anyone know?

Thank you in advance!

Best Regards,

Emma

I have the same question (0)
  • Verified answer
    ba365guy Profile Picture
    2,950 on at

    Key differentiating privileges specific to business card reader are

    pastedimage1576684576824v1.png 

  • EmmaCRMadmin Profile Picture
    on at

    Hello!

    I added the privileges and i got rid of the error message but I got a new one saying: "It looks like you don’t have access to this model. Ask the owner to share it with you."

    Is there some more privileges? or how can I "share the model" with the users?

    Thank you!

    /Emma

  • Suggested answer
    ba365guy Profile Picture
    2,950 on at

    It doesn't seems to be an access privilege issue. 

    Try with a user in root BU

  • ba365guy Profile Picture
    2,950 on at

    Did it work for you

  • EmmaCRMadmin Profile Picture
    on at

    what do you mean with root BU? If I add the role "common data service user" they can access it, my guess is that microsoft has shared the AI model with users which has that security role?

  • Verified answer
    ba365guy Profile Picture
    2,950 on at

    Along with previous privileges add the following

    pastedimage1576699402290v1.png

    tell me if it worked

  • EmmaCRMadmin Profile Picture
    on at

    Thanks a lot!! it worked!

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