Create or edit a security role

Can I do this task?

Before editing a security role A defined set of privileges. The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system., you should understand how data access is controlled. More information: Controlling Data Access

The recommended way to create a new security role is to copy an existing security role and modify it. More information: Select the Copy a security role option.

1. In the Navigation Pane, click Settings, click Administration, and then click Security Roles.
2. To edit a security role, double-click the security role.

   - OR -

   To create a new security role, on the Actions toolbar, click New, and on the the Details tab, type the name of the security role.

   Tip

   You cannot modify the System Administrator security role. To create a security role similar to the System Administrator security role, copy the System Administrator security role to a new security role, and make changes to the new security role.

3. Set the privileges on each tab.

   To change the access level A security role setting that determines, for a given entity, who can access records. There are four options: just the owner of the record, all users in the current business unit, all users in the current or child business unit, or all users. for a privilege, click the symbol. Every time that you click, the access level changes and the symbol cycles through the applicable symbols for that record and access level. The possible access levels depend on whether the record type is organization-owned Records that everyone in the organization needs to access, such as products or sales literature items. Access to this type of record can be set at one of two levels: None , or Organization . or user-owned Records that are used by individuals or sub-groups, such as accounts, activities, and leads. Access to this type of record can be set at one of five levels: None , User , Business Unit , Parent-Child Business Units , or Organization ..

   Tip

   To cycle through the access levels, you can also click the privilege column heading, or click the record type multiple times.

4. Click Save or Save and Close.

Note

If you need to back up your security role changes, or export security roles for use in a different implementation of Microsoft Dynamics CRM Online, you can export them as part of exporting customizations. More information: Export Customizations and Configurations

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