Microsoft Dynamics CRM Online Help

Permissions required for document management tasks

The following table shows the default security roles required to perform each document management task, and whether the task can be performed while using the Microsoft Dynamics CRM Online for Outlook offline.

Tasks Related to Document Management

Default Security Roles and Required Privileges

Can Task Be Done Offline?

Enable or disable document management

 

Security roles: System Administrator or System Customizer

Privileges: Read, Write on all record types that are customizable.

SharePoint Site: Create, Read, Write, Append, Append To

No

Create or edit a site record

 

Security roles: System Administrator or System Customizer

Privileges:

SharePoint Site Create, Read, Write, Append, Append To

No

Create or edit a document location record

Security roles: Salesperson

Privileges:

SharePoint Site: Read, Append To

Document Location: Create, Read, Write, Append, Append To

No

Install Microsoft Dynamics CRM Online List component

Security roles: SharePoint site collection administrator

Privileges: None

No

Make a site your default site

 

Security roles: System Administrator or System Customizer

Privileges:

SharePoint Site: Read, Write

No

Validating sites

 

Security roles: System Administrator or System Customizer

Privileges:

SharePoint Site: Read, Write

No

Add/edit a document location from a record

Security roles: Any

Privileges:

SharePoint Site: Read, Append To

Document Location: Create, Read, Write, Append, Append To

No

Fix a broken location

Security roles: Any

Privileges:

SharePoint Site: Read, Write

Document Location: Read, Write

No

Manage document

Security roles: Any

Privileges: None

Permissions on SharePoint required.

No

Related Topics

Set Up Document Management

Manage Documents in Microsoft Dynamics CRM Online

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