I have a requirement to hide 'Assign' button in the ribbon based on the user security role and ownership of the record. Is it possible? Only the owner of the record who belongs to a specific security role should be able to see the 'assign' button and perform the action.
Just set or clear the Assign privilege in your security roles where needed.
Related
What is the best Way to disable all users in Dynamic CRM except System Administrators?
I assume that by "System Administrator" you mean user with System Administrator role assigned, and that you are using CRM on-premise
Go to Users list, select everyone and disable (if you have more than one page of users, you need to do this for every page). Don't worry, you account will not be disabled, even if selected
go to advanced find and run query:
Look for: Users
add relationship: Security roles
add condition: Security role equals "system administrator"
results will contain users that have "system adminstaror role". Shouldn't be much of them, so you can enable them one by one.
Now you have everyone, except Admins, disabled
You can disable the users you want programmatically through SetStateRequest.
Here you can find an exmaple how to disable a crm user:
http://msdn.microsoft.com/en-us/library/jj602914.aspx
I have created a form for a specific group of users in my CRM 2011 system. I want only them to be able to see this form. I can copy their a security role and set the form for this security role only, but I will have a a problem:
they are currently in a security role with another group of users. If I copy the security role, the will not longer see the specific customization's all over across the system.
I only want one form to be different from the others. Is there any way I can find all the forms that are enabled for the specific security role (in order to give the new role this rights too)?
Assumptions based on your question: You already have default form for the entity that is used by all users (All Users). You want to add an additional form to that entity that is only available to some of the users (Select Users). All Users are currently assigned a security role that gives them the necessary access to the system.
Create a new security role (Form Specific Role). You don't have to give this role any privileges just a name.
Assign the Select Users the Form Specific Role. Do NOT remove their other security role(s).
Add the new form the entity, Restricted Form.
Highlight the new form and click Enable Security Roles. Select the option Display only to these selected security roles and select the Form Specific Role you created in step # 1. Make sure Enabled for fallback is unchecked. Click Ok.
From the forms list Form Order and select Main Form Set (or the appropriate form type if you are working on a Mobile or Quick Create Form.
Use the Up/Down arrows to make the new, Restricted Form, the top choice.
Save and Publish all changes.
Now whenever a user that has been assigned the security role accesses this entity their default form choice will be the Restricted Form. There will be NO impact to any other forms they are accessing or any of their privileges in the rest of the system, as required by your problem statement.
I am getting a problem in implementing Field Level Security in CRM 2011. I am very new to this technology hence not able to resolve this problem.
This is the steps i have done -
1.Created an Entity names Inquiry.
2.On Form Under Entity created a field named 'Password' with EnableSecurity set to 'true'.
3.Then Moved to Administration -> Field Security Profiles -> Created a Profile named 'Inquiry'. Under Users Tab selected a User(Mike) and kept the Field Permissions as it is i.e 'No'.
4.Now on Login for User(Mike) the 'Password' should be seen encrypted. but it does not display as encrypted.
Steps used to Create User -
1.Under Users & groups created new user and assigned 'Service administrator'.
Please tell me if i missed out sum step or if i have done something wrong.
I think user Mike has System Administrator security role.
This security gives always full access to all secured fields, you can find more information here:
How Field Security Can Be Used to Control Access to Field Values in Microsoft Dynamics CRM
section Which Security Roles Allow You to See Secured Fields?
Hey i got the solution to my question.Posting it so that it may help the beginners like me.
All i did was -
Steps used to Create User -
1.Under Users & groups created new user and did not give the user administrator permissions.
2.Then Under Settings->Administration-> Users -> Selected the user and opened the Form.
3.Then choose Manage Roles from Ribbon menus and selected 'System Customizer' as the Security Role.
Rest process same for applying field security.
5.In the end logged in as a System Customizer and was able to see the changes.
Thank you #Guido Preito for the help.
I created a custom regular role and given "Go to Control Panel" permission comes in General category. But the "Go To" option is not visible for the user belongs to that particular role. I don't want to give "Add" and "Manage" permission in dock bar for my custom role. What permission extra should I give for my custom role to allow the users belongs to that role to Go To Control Panel?
I think (guess) the user should also have permission for atleast one portlet in Control panel, so that a link can be made to show something in Control panel.
Since if the User has no access to any of the portlet in Control Panel, there would be no use to go to the Control Panel.
I am editing user security and am trying to give a user access to an e.List item. I select the user using the [...] button and successfully find that user by searching in our AD domain.
After I select the user and press OK, that user does not come into the CAC, just this error The filter will only accept groups and roles. Users will not be added to the filter. I don't see any filters here at all.
Have you seen this before and is it possible to set up security by users?
Thank you,
WE
Answer from ericlfg on http://www.cognoise.com/community/index.php/board,15.0.html:
Hi William,
The message you are receiving is by design. In order to add a specific user, rather than a group or role, that use needs to be a member of some kind of hierarchy in your security provider.
Ex: If you're using cognos groups and roles with a Role called "Test". You would populate this test role with members from your namespace. In the CAC, you would then select the Test group when you click on the elipsis and then that will allow you to select your individual user (or alternatively the Test role).
The same would be true if you're trying to add members directly from your 3rd party authentication provider. The individual users need to be part of a roll-up role or group in order to add that roll-up role or group to the filter. Once added to the filter you can select the individual users.
Hope this helps.