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Permissions to clone a Product Bundle

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Posted on by Elena Zakopniuk

Hello, is it possible to clone a Product Bundle without giving users System Administrator, System Customizer, Sales Manager, Vice President of Sales, Vice President of Marketing, or CEO-Business Manager security roles? If it is the custom security role and we want to give this permission only I mean to clone a Product Bundle?!

Thank you

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Elena Zakopniuk 65 on at

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Hello, is it possible to clone a Product Bundle without giving users System Administrator, System Customizer, Sales Manager, Vice President of Sales, Vice President of Marketing, or CEO-Business Manager security roles? If it is the custom security role and we want to give this permission only I mean to clone a Product Bundle?!

Thank you

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LuHao 40,892 on at

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Hi Elena,

Users with custom security roles have the right to clone products.

However, the specific permissions of the custom security role must be equivalent to or greater than those of System Administrator, System Customizer, Sales Manager, Vice President of Sales, Vice President of Marketing, or CEO-Business Manager.

In other words, it is not possible to clone products for users who have only low-privileged custom security roles. For users with high-privileged custom security roles, they can clone the product.

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Elena Zakopniuk 65 on at

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But, what do we need to set on the security role to be able to do it? what checkboxes in this one???

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meelamri 13,218 User Group Leader on at

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Hi Elena,

You need to give privileges according to the Product Catalog:

Keep in mind, if you give this privileges, the user can manage all the product catalog entities !! It means if a user can create a product, he can also create a price list.

Check this blog:

https://www.inogic.com/blog/2016/10/tip-manage-access-to-price-lists-in-dynamics-crm/

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Elena Zakopniuk 65 on at

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Hello,

I have checked the user's privileges and he already has permissions for Product but still can't clone Product bundles. So it should be something else not only Product entity. Please kindly advice what checkboxes, which entities?

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meelamri 13,218 User Group Leader on at

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Hi,

Is the button visible for the user? If yes, what is the error message displayed during the clone?

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meelamri 13,218 User Group Leader on at

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Hi,

I replay your scenario in my environment. You need to add some privileges to Property Entity. Please refer to the image below:

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Elena Zakopniuk 65 on at

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Hello again,

Doesn't work after changes. Any ideas?

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meelamri 13,218 User Group Leader on at

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You're right, it won't work. You also need to add the privileges below:

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