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Microsoft Dynamics CRM (Archived)

user privilege

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Hi

what is the suitable security rule that users "only" read activities of other users and prevent them to assign them to other one!

example: user 1 create task , and assign to user 2

user 3 can see this activity but couldn't assign or modify this task to other one.

Thanks,

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  • Suggested answer
    Community Member Profile Picture
    on at

    Provide user level create rights, BU or organization level read rights, user level update rights, and user level assign/share rights. This should do it.

  • Community Member Profile Picture
    on at

    would you please explain more , where should i do this?

    thanks,

  • Verified answer
    Community Member Profile Picture
    on at

    In the security roles. Select the role assigned to the users. Under core tab, you will find activities entity. There you will see all permissions and in the bottom you can find the notation for user, BU and organization level privileges.

  • Community Member Profile Picture
    on at

    1538.assign.jpg

    I've set this before but problem still remain!

  • Suggested answer
    Community Member Profile Picture
    on at

    Change assign and share permission to use level same as create.

  • Community Member Profile Picture
    on at

    when i set user level for assign , "assign" button disappear from form!

  • Verified answer
    Community Member Profile Picture
    on at

    The assign button will appear on only those records which are owned by the user. This way, the users won't be able to assign other records to themselves.

  • Community Member Profile Picture
    on at

    so this is a normal behavior, i thought user can see "assign button" but when try to assign some one give error message to him!  :)

    Thanks,

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