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 |