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Thursday, December 10, 2015

Security Roles in CRM

If you have any doubt in the post please post comments. I will try to solve your problem with in a day.

There are five levels of access to determine the access of the records of an entity.

None :   No privileges given
User  :   Privileges to the records owned by the user or shared with the user. Also includes the privileges owned by the team to which the user belongs.
Business Unit :  Privileges for all records owned in the business unit to which the user belongs(child business unit records are not visible)
Parent: Child Business Unit :  Privileges for all records owned in the business unit to which the user belongs and to all the child business units subordinate to that business unit(child business unit records also can visible)
Organization:  Privileges for all records in the organization regardless of who owns it

Thanks to power object

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