How to assign security roles to View ?

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Posted on by Community Member

In CRM 2011, we can assign Security Roles to "Forms" by click the button but I cannot find that button for View, I am wondering if I miss some configuration ?

Thanks in advance.

Kenny

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Hosk on at

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RE: How to assign security roles to View ?

It's not possible to assign a security role to a view.

You could create a personal view and then share it with certain users or a team which could create the same effect.
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Karth on at

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RE: How to assign security roles to View ?

Kenny,

You cannot assign a security role for a view. All System views you configure are visible to all CRM Users. The visibility of the views can be controlled through the Retrieve plugin. But, don't recommend that as it fires every time you load the page and could lead to performance issues.

Instead, you can configure personal views and assign it to specific users or teams.

Cheers,

Karth