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Service | Customer Service, Contact Center, Fie...
Suggested Answer

is it possible to remove the assign to option from ribbon

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Posted on by 10
Is it possible to remove the assign to button from ribbon in service hub?
or better if only visible to certain users.
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  • Suggested answer
    Tom_Gioielli Profile Picture
    3,084 Super User 2026 Season 1 on at
    The only method to currently do this is through the Ribbon Workbench tool, which can be used through XRM toolbox or I believe you can still install it as a solution in your environment. This will give you two options:
    1.  Hide the button entirely
    2.  Attach a JavaScript function to the button (or better yet to a copy of the button) that checks the current user to meet some sort of criteria, allowing the button to be visible.
     
    I might add another possibility, however, to customizing the ribbon. Security roles in Dynamics CRM are associated to users and grant them specific permissions on records. The typical permissions include Create, Read, Edit, or Delete. However, 'Assign' does still have its own permissions and can be toggled on or off for a given role. If possible, I would recommend removing the ability to assign from the security role itself rather than just hiding the button. This has the benefit of securing the assign ability no matter how the user tries to do it (workflow, updating the owner field directly, cloud flow, import, etc.) rather than hiding the button for it but leaving the permissions intact.

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