portatour® for Dynamics CRM contains two security roles 'portatour® User' and 'portatour® Debug'
Following is a list of permissions applying to the security roles. The symbols correspond to the symbols in Dynamics CRM:
| None selected | |
| User | |
| Business unit | |
| Parent: Child Business Units | |
| Organization |
portatour® User
'portatour® User' contains all the permissions that a portatour® user needs to work withportatour® for Dynamics CRM . This security role is applied automatically to a Dynamics CRM user, if a portatour® user is set up for this user. If the portatour® user is deleted or deactivated, then this security role is revoked from this Dynamics CRM user.
Only those lines are listed to which additional permissions apply (at least
).
Core Records |
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|---|---|---|---|---|---|---|---|---|
| Entity | Create | Read | Write | Delete | Append | Append To | Assign | Share |
| Activity | ||||||||
| Saved View | ||||||||
| User Entity UI Settings | ||||||||
Business Management |
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|---|---|---|---|---|---|---|---|---|
| Entity | Create | Read | Write | Delete | Append | Append To | Assign | Share |
| User | ||||||||
| User Settings | ||||||||
| Security Role | ||||||||
Miscellaneous Privileges
Approve Email Addresses for Users or Queues: 
Customization |
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|---|---|---|---|---|---|---|---|---|
| Entity | Create | Read | Write | Delete | Append | Append To | Assign | Share |
| View | ||||||||
| Relationship | ||||||||
| Entity | ||||||||
| Field | ||||||||
| System Form | ||||||||
| Web Resource | ||||||||
Custom Entities |
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|---|---|---|---|---|---|---|---|---|
| Entity | Create | Read | Write | Delete | Attach | Append To | Assign | Share |
| portatour® Activity Settings | ||||||||
| portatour® Custom Property Specification | ||||||||
| portatour® User Settings | ||||||||
| portatour® Schedule | ||||||||
| portatour® Schedule Message | ||||||||
| portatour® Schedule Row | ||||||||
| portatour® Command - Activate Mobile Access | ||||||||
| portatour® Command - Get About Info | ||||||||
| portatour® Command - Get Mobile URL | ||||||||
| portatour® Command - Send Mobile | ||||||||
| portatour® Simple Schedule Parameters | ||||||||
| portatour® Custom Property Group | ||||||||
| portatour® Customer | ||||||||
| portatour® Customer Call Settings | ||||||||
| portatour® Log - Manual Synchronization for User | ||||||||
| portatour® Log - Periodic Synchronization for User | ||||||||
| portatour® Log - Synchronization Step | ||||||||
| portatour® Reservation | ||||||||
| portatour® Synchronization Settings | ||||||||
| portatour® Appointment Call Settings | ||||||||
| portatour® Organization settings | ||||||||
portatour® Debug
The security role 'portatour® Debug' should only be used for tracking problems. If a system administrator is assigned to this role, then additional forms are available for some portatour® entities, on which additional information is displayed that is otherwise hidden.
Customization |
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|---|---|---|---|---|---|---|---|---|
| Entity | Create | Read | Write | Delete | Append | Append To | Assign | Share |
| Sdk Message Processing Step Image | ||||||||
| Plug-in Assembly | ||||||||
| Plug-in Type | ||||||||
| SDK Message | ||||||||
| SDK Message Processing Step | ||||||||