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Add users to a team that is not in your business unit / Security role

  • 1.  Add users to a team that is not in your business unit / Security role

    Posted 27 days ago
    Greetings,

    Working on setting up security roles for both teams and users.  Below is the requirement and the issue I'm having.  Not sure what I'm missing but am hoping someone could give me some guidance/solution/best practice recommendations: 

    Requirement:

    User A from parent Business Unit A needs to be able to add/delete User B to/from Team B that is in Business Unit B.  Business Unit A is the parent business unit of Business Unit B.  Both User A and User B are in Business Unit A.

    I have two security roles set up, one for User A, and one for all the teams (User B has only read only access to all the entities).  User A manages all the teams in all the business units although his/her current parent business unit is A.  User A can only have minimum privileges and cannot have system admin nor system customizer roles.

    Issue I'm experiencing: 

    User A cannot add/delete users to/from Team B because Team B is in Business Unit B.  However, if User A is added to Team B by System Admin, then User A is able able to add/delete users from there.

    This is the error message User A got when adding User B to Team B.

    I, as a system admin, then added the privilege(User Settings: Delete) to the user's security role based on the message, but then I would get another error message similar to the one above saying the role doesn't have insufficient permissions.  (Note: I've been adding more privileges to the role for like 20 times so I just stopped adding more privileges)


    Also, I've noticed one thing that if Team B doesn't have any security role, then User A is able to add/delete users from Team B.

    Current environment:

    Business Unit, Team and User entities for both security roles already have Read, Write, Delete, Append, Append To.

    Any recommendation or ideas are welcome.   Thank you in advance :)



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    Kole Huang
    SQL Developer
    IRONMAN Group
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    Conference-CRMUG_200x200


  • 2.  RE: Add users to a team that is not in your business unit / Security role

    Posted 26 days ago
    Hi Kole,

    How are you setting the privileges of the security roles? Can you share an example of the 2 security roles?

    Cheers,
    Rita Pereira

    ------------------------------
    Rita Pereira
    Solutions Shared
    Reading
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    Conference-CRMUG_200x200


  • 3.  RE: Add users to a team that is not in your business unit / Security role

    Posted 26 days ago
      |   view attached

    Hey Kole,

    Looking at the error in the dialog box, it looks like you are missing a Delete privilege for User settings
    Under the Business Management Tab, can you ensure that there is delete permission given to the security role for user A on the "User settings" entity.

    Iain



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    Iain Connolly
    IJC 365
    Larkhall SC
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    Conference-CRMUG_200x200


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