The following table shows the default security roles Defined sets 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. required to perform each task, and whether the task can be performed while using the Microsoft Dynamics CRM Online for Outlook offline. Some tasks require special privileges A user's rights to perform specific actions on specific record types or to perform tasks. Privileges are assigned by system administrators to security roles. Users are then assigned security roles. Examples of privileges include Update Account and Publish Customizations..
Tasks Related to User Charts
Default Security Roles and Required Privileges
Can Task Be Done Offline?
Create or edit a user chart
Security roles: Any
Privileges: Create A privilege required to create a new record. Which records can be created depends on the access level of the permission defined in your security role., Read A privilege required to read a record. Which records can be read depends on the access level of the permission defined in your security role., Write A privilege required to make changes to a record. Which records can be changed depends on the access level of the permission defined in your security role. on User Chart
No
Save an existing chart as a user chart
Security roles: Any
Privileges: Create A privilege required to create a new record. Which records can be created depends on the access level of the permission defined in your security role. on User Chart
No
Export a chart
Security roles: Any
Privileges: Read A privilege required to read a record. Which records can be read depends on the access level of the permission defined in your security role.
No
Import a chart
Security roles:
Privileges: Create A privilege required to create a new record. Which records can be created depends on the access level of the permission defined in your security role., Read A privilege required to read a record. Which records can be read depends on the access level of the permission defined in your security role.
No
Delete a user chart
Security roles: Any
Privileges: Delete A privilege required to permanently remove a record. Which records can be deleted depends on the access level of the permission defined in your security role. on User Chart
No
Share or assign a chart
Security roles: Any
Privileges: Share The related entity records will also be shared with the same user or team./Assign The related records will be assigned to the same user. on User Chart
No
View charts in context of list of records and analyze data
Security roles: Any
Privileges: Read A privilege required to read a record. Which records can be read depends on the access level of the permission defined in your security role. on User Chart
Yes
Tasks Related to System Charts
Default Security Roles and Required Privileges
Can Task Be Done Offline?
Create or edit a system chart
Security roles: System Administrator or System Customizer
Privileges: Create A privilege required to create a new record. Which records can be created depends on the access level of the permission defined in your security role., Write A privilege required to make changes to a record. Which records can be changed depends on the access level of the permission defined in your security role. on System Chart
No
Make a copy of an existing system chart
Security roles: System Administrator or System Customizer
Privileges: Create A privilege required to create a new record. Which records can be created depends on the access level of the permission defined in your security role. on System Chart
No
Delete a system chart
Security roles: System Administrator or System Customizer
Privileges: Delete A privilege required to permanently remove a record. Which records can be deleted depends on the access level of the permission defined in your security role.on System Chart
No
Insert a chart as a sub-grid in a record form
Security roles: System Administrator or System Customizer
