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If you have ever worked on a project for weeks only to have someone accidentally overwrite your changes, you understand the need to restrict access to files.
On a larger scale, there are often both practical and legal reasons for keeping different business groups and their respective records separate.
Microsoft Dynamics CRM uses permissions and security roles to help you create the perimeters and restrictions you need.
Security roles are defined for a group of people, and permissions are applied to a single user.
Permissions define what users can see and do in CRM. As you work in CRM, you may find that you are unable to access something or make changes to it. Chances are you do not have the permissions to do what you are trying to do.
There are two ways to check which permissions you have and which you don't.
To see the permissions you have for a specific record, click the File menu button, and click Properties.
To see a more complete set of your permissions, under Workplace, click Personalize Workplace.
Click the link for viewing your user profile on the bottom of the General tab. Your permissions are in the Roles section.
Only your system administrator can change your permissions at the organization level. However, you can grant permissions for things you own to other people or teams by sharing specific records.
For example, in a marketing campaign, you may want specific people to be able to read the campaign, but not be able to edit it. You add them to the shared list, and select only the Read box.
If you want someone to be able to add to or change the campaign, add that person and select both Read and Write boxes.
People who are assigned to a security role that has greater access permissions than yours can still access your record regardless of any sharing permissions or restrictions you apply.
Permissions and security roles are ways of managing how people can interact with the information stored in Microsoft Dynamics CRM. Use permissions to help protect all your hard work.
