Add Filter to Group

Explanation

This activity is used to add a filter and privileges to a CRM Access Group. Available privileges (access levels for a group) are:

• Read – View record
• Insert – Create a new record
• Update – Change information and save
• Delete – Delete a record
• Share – Give access to other users
• Child Insert – Insert a related child record, e.g. invoice
• Child Update – Update a related child record
• Child Delete – Delete a related child record

Child privileges are only available for the Customer filter and make it possible to control access to related information such as invoices, customer agreements, RMAs, and similar records. Most information, however, belongs to the parent record and can only be added, updated, or deleted if the user has Update access to the parent record. For example, a user can delete sales quotation lines if they have Update access to the sales quotation. Similarly, a user can add, modify, or delete customer address information if they have Update access to the customer record.

Prerequisites

There are no prerequisites for this activity. 

System Effects

The filter and selected privileges are added to the CRM Access Group.

Pages

CRM Access Group

Activity Diagrams

BDR for CRM Access Adminstration