Hi,
Today we have a created a new security role in CRM and faced issues when we assigned it to the users.
Here is the list of minimum privileges required to access CRM application
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Happy CRM'ing
Gopinath
Today we have a created a new security role in CRM and faced issues when we assigned it to the users.
Here is the list of minimum privileges required to access CRM application
| Entity Name | Privilege(s) | Access Level | Security role “Tab” Name |
| User Entity UI Settings | Create, Read, Write | User | Core Records |
| User Settings | Read | User | Business Management |
| Customizations | Read | Organization | Customization |
| System Form | Read | Organization | Customization |
| View | Read | Organization | Customization |
| Web Resource | Read | Organization | Customization |
- To render the Home page: prvReadWebResource, prvReadCustomization
- To render an Entity grid (that is, to view lists of records and other data): Read privilege on the entity, prvReadUserSettings, prvReadQuery
- To view single Entity in detail: Read privilege on the entity, prvReadSystemForm, prvCreateUserEntityUISettings, prvReadUserEntityUISettings
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Happy CRM'ing
Gopinath
