beautypg.com

I.R.I.S. Cardiris 5 for Microsoft Dyn CRM User Manual

Page 18

background image

Cardiris

TM

5 – Administrator Guide

17

This means that the current user is only able to use the Find
duplicates module
to search for duplicates between his own
Cardiris database and the CRM contacts or leads that belong to him
only.

Note:

User privileges are not independent from one another. Updating
certain privileges while leaving others unchanged will cause errors.

Example

User A uses a minimal configuration. When the administrator
upgrades the reading privilege for Leads in the Core Records tab
from User to Organization, while keeping the writing privilege
unchanged, this will cause an error. The reason why this happens is
the fact that Cardiris takes all CRM contacts belonging to all
users
into account when searching for duplicates in the Find
duplicates module
. And if one contact belonging to other users
needs updating, Cardiris throws an error.