Security roles - access to custoum and nonstandard tables to users without administrative rights

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Posted on by Alessandro C.

I ask for your help because, in the Quote form I added a field with lookup to the table “languagelocal”. I assigned the rights “Read” and “Append” in the Security roles “Salesperson”. I as administrator can access the field and select a language, but my users see a padlock and and cannot make changes.

I also have problems with a custom table that is only visible to those with the Security roles “System Administrator”.

Where am I going wrong?

thanks for your help

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Leah Ju Microsoft Employee on at

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Hi，

1....in the Quote form I added a field with lookup to the table “languagelocal”. I assigned the rights “Read” and “Append” in the Security roles “Salesperson”....

Which entity are your Append right set to?

--Append Vs. Append To

https://softchief.com/2022/08/08/append-v-s-append-to-in-dynamics-crm-dynamics-365-ce-dataverse/#google_vignette

You should set 'Append' rights in Quote table, and set 'Append' rights in languagelocal table.

2.I also have problems with a custom table that is only visible to those with the Security roles “System Administrator”.

Have you set up custom table permissions in other security roles?

For example:

--My custom tables:

Open one role and select show all tables, find it in the Custom tables, or search it directly.

I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
Regards,
Leah

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Alessandro C. 18 on at

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@Leah Ju

Tanks for te answer

1....in the Quote form I added a field with lookup to the table “languagelocal”.

I set both permissions “Append” and “Append to ”so I don't miss :) on both Quote and Language table:

2.I also have problems with a custom table that is only visible to those with the Security roles “System Administrator”.

yes I gave permissions to the role:

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Alessandro C. 18 on at

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Both points are resolved,
I had assigned permissions to tables using a role created by me (custom) but evidently it doesn't work, I modified another existing role “salespearson” and now it works!

thanks anyway for the support

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