I need to disable the 'Service Activity'. I turn off the privileges of Read, Create, Write and Delete at Setting - Administration - Security Role - Service Management Tab - Service (entity) as None.
Now, Service Activity is disable at all levels except at Workplace - My Work - Activities - New Activity - Service Activity. Any idea, how to disable this one?
Thanks.
You could always remove the navigational item from the sitemap. That would remove it, but the best way is remove the permissions (like you did).
I would also check to see what other roles you/that user has to verify that no other role/team has permissions to that entity.
You cannot deny the privilege for the service activity. There is only a permission for all activity types.
You removed the permission for the service entity, which defines a service that your organization could supply. This is not the serive activity. A service is delievered with a service activity.
Related
I am customizing Dynamics CRM, and I am modifying access teams through coding. But I don't want users to be able to add access teams from screen. I cannot find the permission for that; can someone tell me where is it in the security role?
You have to identify the security role for users to limit the permission and remove the share privilege on that security role for that Access teams enabled entity. Read more
You can control who can add members to the Access Team subgrid. Only users with share privilege for the entity on which the access team exists can add or remove members from the Access Team subgrid. This makes sense—by adding people to the Access Team, you are in effect sharing the record with the people on the team.
You need a developer do that because it should modify the ribbon command in the systemuser entity.
I am using Microsoft Dynamics 365 and I am attempting to change the Owner of an Opportunity. I have System Administrator privileges, but I still get this error message:
<Message>Principal user ... is missing prvReadps_application privilege (Id=75b45303-d5b2-494f-9300-04ffa37d2fee)</Message>
The prvReadps_application privilege is missing from the Dynamics documentation so I'm having a hard time tracking down what privilege is missing from my role. How can I use the privilege name or Id to add the privilege to my role?
It is not you that are missing the privilege - it's the user whom you are trying to give ownership of the Opportunity to. Let's say you have an account owned by User A. If you want to assign this account to user B, user B MUST have at least User-level Read privilege for the account entity. That is how Dynamics CRM/365 works. The user that you are trying to assign the Opportunity to is probably missing proper the security role.
As other pointed out, ps_application is a custom entity - You should go to your System Customizations area and check its display name (I bet it's something like Application). Now you should check what the security roles of the user are to whom you are trying to change ownership to - you should grant this role Read privilege for this entity (it will be on the last tab of Security Role configuration page).
So, why are you getting this error when assigning Opportunity? I bet that this ps_application entity is related to the Opportunity and the relationship is configured to propagate owner, so by changing owner on Opportunity, you are changing owner of related ps_applications -> and thus you are getting the error, as the user cannot be the owner for such records (does not have read privilege).
ps_application is your custom entity. That's why its missing in MS documentation.
prvReadps_application - says Read privilege missing, so look for Custom entity tab in Security role.
But System Administrator is a dynamic role, the privilege should be added when a new custom entity is added to the system. Make sure you didn't remove any privileges explicitly.
Also Verify the Security roles of the owner you are trying to assign, for Read privilege of this custom entity.
Arun V.'s answer made me realize that I missed the part about you being a System Administrator. Thanks Arun V., and my apologies.
Now I would say that you'll want to focus on the privs of the user to whom are you assigning the record. Their lack of permissions is likely what is preventing the assignment.
As Arun V. pointed out, ps_application could be a custom entity.
CRM 2015: I want to be able to create a role for local IT to be able to add user accounts and assign roles.
Regarding the 'adding roles' portion, is it simple enough just to create a role for local IT to 'write' to 'security' roles in the'business management' tab of 'security roles' at the user level?
No, this is not that simple. User cannot give another user privilege higher than he has (it would be a serious security hole). So for example you have role to edit Security roles and you have Read access for Accounts in your Business Units. If somebody in your Business unit has no Read access and only User access, you can add him Read access for Business Unit (the same you have), but you will not be able to give him Organizational access (so higher than yours). You could imagine that if this would be possible, you will be able to basically give yourself Admin privilege and do whatever you want in CRM.
Knowing that, it should be possible for you to create a role that for example have full access to Accounts, Contacts, Custom entities etc. and Security Roles. This role would be able to modify other users access levels to Accounts, Contacts etc. but no other entities that they don't have privilege to.
Exactly the same logic applies to assigning the Security Roles. So user A cannot assign a Security Role to user B, if it gives user B privileges higher than has User A.
In the end, it is very hard to properly implement the scenario that you described, because there are so many privileges and user needs to have a lot of them to even use the CRM. I've tried this once but could not satisfy the business requirement - it always ended up with using System Admin role, because there was always some scenario that could have not been handled by a user only with this "specific" security modification role.
Assigning 'System Administrator' security role and changing Access Mode in user record to 'Administrative' helped me to achieve this. User still cannot access any transaction data. So, I think you can go for this approach.
We are trying to create a web application that can create Service Activity entities in CRM Online. The web application stalls out with the error "Principal team (Id=fee1cfb8-9e6e-e511-80e7-3863bb36ebd8, type=9) is missing prvReadActivity privilege (Id=650c14fe-3521-45fe-a000-84138688e45d)."
I have located the Security Roles area of CRM Online but I am unable to determine WHICH of the roles corresponds to prvReadActivity, and for which entity.
Does anyone know how to apply prvReadActivity privilege to a team?
Thank you everyone!
prvReadActivity is a privileges for read of the activity entities. Check out Security role UI to privilege mapping for a mapping.
A single security role can contain many privileges. If you open a security role on the core tab, at the top there should be a row for activity. So give your team a security role which contains access to the activity entity, try testing with system administrator to be sure as that has access to everything.
We are using Sonhrqube 4.5 that is integrated into Google's oAuth sign-on. There are no issues with logging in (Authentication). Certain users have been provisioned with sonar-administrators role. But for some reason, the admin role keeps dropping for some users (leaves the user with sonar-users role). We have tried granting them admin access again, but it keeps happening. Also tried creating a brand new group and assigning that group to the user, but still same thing happens. Any thoughts? If you need any other information, let me know.
Just additional info, not sure if it matters - We are using the sonar-oauth-plugin from JCERTIFLab for integration with Google's signon/oauth. This plugin automatically creates users with default role - sonar-users.
Thanks in advance!
It turned out to be an issue with the Sonar plugin used for integration with google's Oauth. Every time a user is authenticated, permissions get overwritten. To overcome the problem temporarily, we predefined a list of users with admin access in the properties file.