crminthefield: How to Make a Custom Administrator Security Role in CRM 2011 (On-Premise)
One of the requests we have seen in the field is for a custom admin security role in CRM 2011 where a group of users have permissions restricted to only certain administrative functions. One such example is to create custom admin role and restricting this role to creating users and assigning roles to users and other administrative functions but not to be able to work with Sales, Marketing, and Customer Service. So let’s take this scenario and see how we can achieve this custom admin role.
In CRM 2011 (On-Premise) create custom admin role and restrict this role to creating users and assigning roles to users and admin functions but not to be able to work with Sales, Marketing, and Customer Service
Steps to Resolution:
Details of Steps:
Using our CRM On Premise organization Contoso we created a role TestCustomAdminRole by making a copy from System Administrator role. To do this we went to Settings->Administration->Security Roles->System Administrator -> Actions->Copy Role:
When the new copied role opens we leave everything as is and Save and Close the role.
Now that we have created a copy of System Administrator role. Let’s assign this TestCustomAdminRole to a user. So we create a new user test user1 in Active Directory. Then we create this user in CRM organization Contoso. We assign administrative access mode to this user (and administrative license type).
As our custom admin role is ready and user is ready we assign our TestCustomAdminRole to the user test user1.
Test user1 is ready to create users and assign roles to them. We logon as test user1 and see that we don’t see Sales and Marketing areas in navigation:
We do see Service but when we click on service we only see Knowledge Base Articles
We are done! We have created a custom admin security role by creating a copy of System Administrator role and assigning it to a user with Administrative access mode (Administrative License). This user can do administrative fuctions and assign all roles (except System Administrator Role) to other users but cannot work with Sales, Marketing and Service (except view knowledge base).
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