View Filtering and Access Controls for Business Units

I am trying to implement MS-CRM for my company. We have multiple Business 
Units . I need to give views to each Business Units so that they see only 
their own Contacts/Accounts/Opp lists. How do I accomplish this ? 

Also, If I gave inter business unit acesses , how do I make sure that the 
one business unit users can not modify any fields on other's Business Unit's 
records ? 

Thanks in advance for any help,

Kishore 
-1
Utf
5/11/2006 3:26:02 PM
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This is quite easy to do with CRM. Assuming you have already created your 
Business Units in CRM, you can view a security role within one of the 
Business Units and adjust the read or write permissions for different 
records. Users will need to be assigned a security role that has the 
appropriate permissions.

In the web client of CRM, go to Settings > Business Unit Settings > Security 
Roles. Choose the view that allows you to see the Business Unit roles in 
question. Open the particular role, CSR Manager, for example, and then click 
on the Core Records tab. Find the Contact entity on the left, and then take a 
look at the circles under each column next to it. There's a key on the bottom 
of this screen that shows what each circular symbol means. If you want this 
user to see Contacts in Business Units other than his own, put a solid green 
circle under the Read coumn. If you want the users with this role to see only 
Contacts in their own BU, give them a half-yellow circle in the Read column, 
and so forth...

Good luck!
-- 
Matt Wittemann, CRM MVP
http://icu-mscrm.blogspot.com


"Kishore" wrote:

> I am trying to implement MS-CRM for my company. We have multiple Business 
> Units . I need to give views to each Business Units so that they see only 
> their own Contacts/Accounts/Opp lists. How do I accomplish this ? 
> 
> Also, If I gave inter business unit acesses , how do I make sure that the 
> one business unit users can not modify any fields on other's Business Unit's 
> records ? 
> 
> Thanks in advance for any help,
> 
> Kishore 
1
Utf
5/11/2006 5:40:02 PM
One more note: After adjusting and saving the security roles, your users will 
probably need to log out and log back in, in order to re-authenticate to the 
new privileges.
-- 
Matt Wittemann, CRM MVP
http://icu-mscrm.blogspot.com


"Kishore" wrote:

> I am trying to implement MS-CRM for my company. We have multiple Business 
> Units . I need to give views to each Business Units so that they see only 
> their own Contacts/Accounts/Opp lists. How do I accomplish this ? 
> 
> Also, If I gave inter business unit acesses , how do I make sure that the 
> one business unit users can not modify any fields on other's Business Unit's 
> records ? 
> 
> Thanks in advance for any help,
> 
> Kishore 
1
Utf
5/11/2006 5:41:01 PM
Matt,

thanks a lot. I was looking in that area , the security roles picked-up by 
default my Parent Organization , however selection to change that to some 
other business unit has been greyed out. However when if I create a new 
secruity role I am able to pick-up any business unit I want but than I have 
to manually specify each control in each tab. 

I was hoping to copy the bulit-in roles and rename them and pick-up a 
business unit of my choice for that security role. Is this possible ? 

Thanks again for your reply, I see lots of your posts in this forum and have 
really gained a lot from them.

Kishore 

"MattNC" wrote:

> This is quite easy to do with CRM. Assuming you have already created your 
> Business Units in CRM, you can view a security role within one of the 
> Business Units and adjust the read or write permissions for different 
> records. Users will need to be assigned a security role that has the 
> appropriate permissions.
> 
> In the web client of CRM, go to Settings > Business Unit Settings > Security 
> Roles. Choose the view that allows you to see the Business Unit roles in 
> question. Open the particular role, CSR Manager, for example, and then click 
> on the Core Records tab. Find the Contact entity on the left, and then take a 
> look at the circles under each column next to it. There's a key on the bottom 
> of this screen that shows what each circular symbol means. If you want this 
> user to see Contacts in Business Units other than his own, put a solid green 
> circle under the Read coumn. If you want the users with this role to see only 
> Contacts in their own BU, give them a half-yellow circle in the Read column, 
> and so forth...
> 
> Good luck!
> -- 
> Matt Wittemann, CRM MVP
> http://icu-mscrm.blogspot.com
> 
> 
> "Kishore" wrote:
> 
> > I am trying to implement MS-CRM for my company. We have multiple Business 
> > Units . I need to give views to each Business Units so that they see only 
> > their own Contacts/Accounts/Opp lists. How do I accomplish this ? 
> > 
> > Also, If I gave inter business unit acesses , how do I make sure that the 
> > one business unit users can not modify any fields on other's Business Unit's 
> > records ? 
> > 
> > Thanks in advance for any help,
> > 
> > Kishore 
0
Utf
5/11/2006 5:53:02 PM
Thanks Kishore. Does your user account have CRM System Administrator 
privileges for the top-level Business Unit?
-- 
Matt Wittemann, CRM MVP
http://icu-mscrm.blogspot.com


"Kishore" wrote:

> Matt,
> 
> thanks a lot. I was looking in that area , the security roles picked-up by 
> default my Parent Organization , however selection to change that to some 
> other business unit has been greyed out. However when if I create a new 
> secruity role I am able to pick-up any business unit I want but than I have 
> to manually specify each control in each tab. 
> 
> I was hoping to copy the bulit-in roles and rename them and pick-up a 
> business unit of my choice for that security role. Is this possible ? 
> 
> Thanks again for your reply, I see lots of your posts in this forum and have 
> really gained a lot from them.
> 
> Kishore 
> 
> "MattNC" wrote:
> 
> > This is quite easy to do with CRM. Assuming you have already created your 
> > Business Units in CRM, you can view a security role within one of the 
> > Business Units and adjust the read or write permissions for different 
> > records. Users will need to be assigned a security role that has the 
> > appropriate permissions.
> > 
> > In the web client of CRM, go to Settings > Business Unit Settings > Security 
> > Roles. Choose the view that allows you to see the Business Unit roles in 
> > question. Open the particular role, CSR Manager, for example, and then click 
> > on the Core Records tab. Find the Contact entity on the left, and then take a 
> > look at the circles under each column next to it. There's a key on the bottom 
> > of this screen that shows what each circular symbol means. If you want this 
> > user to see Contacts in Business Units other than his own, put a solid green 
> > circle under the Read coumn. If you want the users with this role to see only 
> > Contacts in their own BU, give them a half-yellow circle in the Read column, 
> > and so forth...
> > 
> > Good luck!
> > -- 
> > Matt Wittemann, CRM MVP
> > http://icu-mscrm.blogspot.com
> > 
> > 
> > "Kishore" wrote:
> > 
> > > I am trying to implement MS-CRM for my company. We have multiple Business 
> > > Units . I need to give views to each Business Units so that they see only 
> > > their own Contacts/Accounts/Opp lists. How do I accomplish this ? 
> > > 
> > > Also, If I gave inter business unit acesses , how do I make sure that the 
> > > one business unit users can not modify any fields on other's Business Unit's 
> > > records ? 
> > > 
> > > Thanks in advance for any help,
> > > 
> > > Kishore 
0
Utf
5/11/2006 5:57:02 PM
yes, it does. 

"MattNC" wrote:

> Thanks Kishore. Does your user account have CRM System Administrator 
> privileges for the top-level Business Unit?
> -- 
> Matt Wittemann, CRM MVP
> http://icu-mscrm.blogspot.com
> 
> 
> "Kishore" wrote:
> 
> > Matt,
> > 
> > thanks a lot. I was looking in that area , the security roles picked-up by 
> > default my Parent Organization , however selection to change that to some 
> > other business unit has been greyed out. However when if I create a new 
> > secruity role I am able to pick-up any business unit I want but than I have 
> > to manually specify each control in each tab. 
> > 
> > I was hoping to copy the bulit-in roles and rename them and pick-up a 
> > business unit of my choice for that security role. Is this possible ? 
> > 
> > Thanks again for your reply, I see lots of your posts in this forum and have 
> > really gained a lot from them.
> > 
> > Kishore 
> > 
> > "MattNC" wrote:
> > 
> > > This is quite easy to do with CRM. Assuming you have already created your 
> > > Business Units in CRM, you can view a security role within one of the 
> > > Business Units and adjust the read or write permissions for different 
> > > records. Users will need to be assigned a security role that has the 
> > > appropriate permissions.
> > > 
> > > In the web client of CRM, go to Settings > Business Unit Settings > Security 
> > > Roles. Choose the view that allows you to see the Business Unit roles in 
> > > question. Open the particular role, CSR Manager, for example, and then click 
> > > on the Core Records tab. Find the Contact entity on the left, and then take a 
> > > look at the circles under each column next to it. There's a key on the bottom 
> > > of this screen that shows what each circular symbol means. If you want this 
> > > user to see Contacts in Business Units other than his own, put a solid green 
> > > circle under the Read coumn. If you want the users with this role to see only 
> > > Contacts in their own BU, give them a half-yellow circle in the Read column, 
> > > and so forth...
> > > 
> > > Good luck!
> > > -- 
> > > Matt Wittemann, CRM MVP
> > > http://icu-mscrm.blogspot.com
> > > 
> > > 
> > > "Kishore" wrote:
> > > 
> > > > I am trying to implement MS-CRM for my company. We have multiple Business 
> > > > Units . I need to give views to each Business Units so that they see only 
> > > > their own Contacts/Accounts/Opp lists. How do I accomplish this ? 
> > > > 
> > > > Also, If I gave inter business unit acesses , how do I make sure that the 
> > > > one business unit users can not modify any fields on other's Business Unit's 
> > > > records ? 
> > > > 
> > > > Thanks in advance for any help,
> > > > 
> > > > Kishore 
0
Utf
5/11/2006 6:04:02 PM
I think I know what you are doing. It sounds like you have opened a security 
role and are looking at the form where it tells you the Role Name and 
Business Unit. You need to go back to the grid view (the list) of security 
roles. On the top right of the screen is a view drop-down. This is where you 
select the different BU in order to see the security roles that belong to it.

Security Roles are separate for each BU. When you create a child BU, the 
parent's security roles are copied down to it. But if you make a change on 
one of the parent's security roles, those changes are not propagated down to 
the child business unit. In fact, you can have entirely different security 
roles and privileges by Business Unit.

Hope this helps. Let me know.
-- 
Matt Wittemann, CRM MVP
http://icu-mscrm.blogspot.com


"Kishore" wrote:

> yes, it does. 
> 
> "MattNC" wrote:
> 
> > Thanks Kishore. Does your user account have CRM System Administrator 
> > privileges for the top-level Business Unit?
> > -- 
> > Matt Wittemann, CRM MVP
> > http://icu-mscrm.blogspot.com
> > 
> > 
> > "Kishore" wrote:
> > 
> > > Matt,
> > > 
> > > thanks a lot. I was looking in that area , the security roles picked-up by 
> > > default my Parent Organization , however selection to change that to some 
> > > other business unit has been greyed out. However when if I create a new 
> > > secruity role I am able to pick-up any business unit I want but than I have 
> > > to manually specify each control in each tab. 
> > > 
> > > I was hoping to copy the bulit-in roles and rename them and pick-up a 
> > > business unit of my choice for that security role. Is this possible ? 
> > > 
> > > Thanks again for your reply, I see lots of your posts in this forum and have 
> > > really gained a lot from them.
> > > 
> > > Kishore 
> > > 
> > > "MattNC" wrote:
> > > 
> > > > This is quite easy to do with CRM. Assuming you have already created your 
> > > > Business Units in CRM, you can view a security role within one of the 
> > > > Business Units and adjust the read or write permissions for different 
> > > > records. Users will need to be assigned a security role that has the 
> > > > appropriate permissions.
> > > > 
> > > > In the web client of CRM, go to Settings > Business Unit Settings > Security 
> > > > Roles. Choose the view that allows you to see the Business Unit roles in 
> > > > question. Open the particular role, CSR Manager, for example, and then click 
> > > > on the Core Records tab. Find the Contact entity on the left, and then take a 
> > > > look at the circles under each column next to it. There's a key on the bottom 
> > > > of this screen that shows what each circular symbol means. If you want this 
> > > > user to see Contacts in Business Units other than his own, put a solid green 
> > > > circle under the Read coumn. If you want the users with this role to see only 
> > > > Contacts in their own BU, give them a half-yellow circle in the Read column, 
> > > > and so forth...
> > > > 
> > > > Good luck!
> > > > -- 
> > > > Matt Wittemann, CRM MVP
> > > > http://icu-mscrm.blogspot.com
> > > > 
> > > > 
> > > > "Kishore" wrote:
> > > > 
> > > > > I am trying to implement MS-CRM for my company. We have multiple Business 
> > > > > Units . I need to give views to each Business Units so that they see only 
> > > > > their own Contacts/Accounts/Opp lists. How do I accomplish this ? 
> > > > > 
> > > > > Also, If I gave inter business unit acesses , how do I make sure that the 
> > > > > one business unit users can not modify any fields on other's Business Unit's 
> > > > > records ? 
> > > > > 
> > > > > Thanks in advance for any help,
> > > > > 
> > > > > Kishore 
0
Utf
5/11/2006 6:26:02 PM
Matt,
In reading this post I found have a similar problems.
I have built a linking table entity to link from the 'Contact' to a 
'Product' I've created and the user is able to see Contacts in this linking 
table that they shouldn't.
I've edited the top BU security role, and even created a lower BU role - 
both that limit the user's access, and yet he is still able to view the 
entire organization's Contacts on this linking table (but not the contacts 
info).
Any hints on this?
My user is able to see either nothing, or everything - I'm not getting it.
Hope you can help.
Jonathan




"MattNC" wrote:

> One more note: After adjusting and saving the security roles, your users will 
> probably need to log out and log back in, in order to re-authenticate to the 
> new privileges.
> -- 
> Matt Wittemann, CRM MVP
> http://icu-mscrm.blogspot.com
> 
> 
> "Kishore" wrote:
> 
> > I am trying to implement MS-CRM for my company. We have multiple Business 
> > Units . I need to give views to each Business Units so that they see only 
> > their own Contacts/Accounts/Opp lists. How do I accomplish this ? 
> > 
> > Also, If I gave inter business unit acesses , how do I make sure that the 
> > one business unit users can not modify any fields on other's Business Unit's 
> > records ? 
> > 
> > Thanks in advance for any help,
> > 
> > Kishore 
0
jonathan1 (95)
10/5/2009 7:23:04 PM
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