Managing Users
Why is an area, field, button, or action dimmed or missing?
When you read the Help, you may find that a task is described, but that the item is dimmed or not visible to you in
Microsoft Dynamics CRM. The areas, fields, buttons, and actions that you have access to are controlled by your security role.
For example, if the Schedule Manager or Scheduler security role is the only security role assigned to your account, you have permission to do tasks related to service scheduling, but not to other areas of the application, so the Sales area would not be visible.
It is also possible that your system administrator customized your security role. For example, some organizations control how new accounts are added by removing the Create privilege from many security roles. If your security role was missing the Account Create privilege, the accounts list you see would not include New.
Here's another example: you have a Salesperson security role and assign an account record to another user. When you open the record, Assign is no longer on the Actions menu. It's not there because you no longer own the record, and you only have the Assign privilege on account records you own.
If you are curious about what privileges are assigned to your security role, all default security roles allow you to browse the Users and Security Roles areas.
View the security roles you are assigned
1. In the Navigation Pane, click Settings, click Administration, and then click Users.
2. Find yourself in the list, and double-click your name.
3. Click Roles, and then see which roles you are assigned.
4. Double-click each security role you are assigned, and then click each tab to see the privileges that are associated with this role.
If you don't have permission to do a required task, contact your manager or system administrator.
For any record, you can also check what permissions you have.
To see your permissions on a record
1. With the record open, click the File menu button , and then click Properties.
The privileges selected under Security indicate which permissions you have for this record.
Related Topics
Troubleshooting
Controlling Data Access
Can I make a record private?
A record is private only if all security roles only include the Read privilege at the User for the record type, and if the record has not been shared.
For example, by default, all security roles include the Read privilege at the Organization level for contacts, accounts, and activities, so unless security roles have been customized in your organization, account, contact, and activity records are not private.
A user cannot reduce privileges that are granted in security roles.
Related Topics
Troubleshooting
444 Microsoft Dynamics CRM 4.0 User’s Guide
Work with Security Roles
Controlling Data Access
Why did the Settings button in the Navigation Pane of the Microsoft
Dynamics CRM Web application disappear?
Some features in the Settings area are not available if you are offline or if you do not have permissions to access the area. Contact your system administrator to update your permissions.
More information: Working Offline
Related Topics
Troubleshooting
Doing CRM Work in Outlook
Synchronizing Information
Microsoft Dynamics CRM 4.0 User’s Guide 445
