Permissions required for document management tasks
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 document management task, and whether the task can be performed while using the Microsoft Dynamics CRM Online for Outlook offline.
Tasks Related to Document Management
Default Security Roles and Required Privileges
Can Task Be Done Offline?
Enable or disable document management
Security roles: System Administrator or System Customizer
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., 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 all record types that are customizable.
SharePoint Site: 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., Append A privilege required to associate a record with the current record. For example, if a user has Append rights on an opportunity, the user can add a note to an opportunity. Which records can be appended depends on the access level of the permission defined in your security role., Append To A privilege required to associate the current record with another record. For example, a note can be attached to an opportunity if the user has Append To rights on the note. Which records can be appended to depends on the access level of the permission defined in your security role.
No
Create or edit a site record
Security roles: System Administrator or System Customizer
Privileges:
SharePoint Site 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., Append A privilege required to associate a record with the current record. For example, if a user has Append rights on an opportunity, the user can add a note to an opportunity. Which records can be appended depends on the access level of the permission defined in your security role., Append To A privilege required to associate the current record with another record. For example, a note can be attached to an opportunity if the user has Append To rights on the note. Which records can be appended to depends on the access level of the permission defined in your security role.
No
Create or edit a document location record
Security roles: Salesperson
Privileges:
SharePoint Site: 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., Append To A privilege required to associate the current record with another record. For example, a note can be attached to an opportunity if the user has Append To rights on the note. Which records can be appended to depends on the access level of the permission defined in your security role.
Document Location: 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., Append A privilege required to associate a record with the current record. For example, if a user has Append rights on an opportunity, the user can add a note to an opportunity. Which records can be appended depends on the access level of the permission defined in your security role., Append To A privilege required to associate the current record with another record. For example, a note can be attached to an opportunity if the user has Append To rights on the note. Which records can be appended to depends on the access level of the permission defined in your security role.
No
Install Microsoft Dynamics CRM Online List component
Security roles: SharePoint site collection administrator
Privileges: None
No
Make a site your default site
Security roles: System Administrator or System Customizer
Privileges:
SharePoint Site: 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.
No
Validating sites
Security roles: System Administrator or System Customizer
Privileges:
SharePoint Site: 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.
No
Add/edit a document location from a record
Security roles: Any
Privileges:
SharePoint Site: 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., Append To A privilege required to associate the current record with another record. For example, a note can be attached to an opportunity if the user has Append To rights on the note. Which records can be appended to depends on the access level of the permission defined in your security role.
Document Location: 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., Append A privilege required to associate a record with the current record. For example, if a user has Append rights on an opportunity, the user can add a note to an opportunity. Which records can be appended depends on the access level of the permission defined in your security role., Append To A privilege required to associate the current record with another record. For example, a note can be attached to an opportunity if the user has Append To rights on the note. Which records can be appended to depends on the access level of the permission defined in your security role.
No
Fix a broken location
Security roles: Any
Privileges:
SharePoint Site: 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.
Document Location: 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.
