What happens when a user is assigned multiple security roles in Microsoft Dynamics CRM?
In smaller organizations, you may find situations when a Manager would like to have access to both a Sales Profile and a Service Profile in Microsoft Dynamics CRM.
You may wonder what exactly happens when a user is assigned multiple security roles.
Assume that a user is assigned the profiles shown below in the screenshot. You see that there are different access levels set for each profile.
You will that when the user gets assigned to both ‘Baseline for all users’ and ‘Sales Person’ profiles, the access levels get combined, and the user then has permissions as shown in the ‘Effective Permissions’ section.
So you see that when a user is assigned multiple roles, the user gains the permissions associated with each role.
To learn more about assigning multiple security roles in Microsoft Dynamics CRM, or if you have questions, please contact us.