In CRM 2011, all DocumentsCorePack templates are stored in custom entities.
The name of this custom entity is DocumentsCorePack Template (ptm_mscrmaddons_dcptemplates).
Every record of this entity has the template attached as a note.
You have got the possibility to modify the access privileges by adjusting the CRM permissions for CRM users of this custom entity.
Figure 1: DocumentsCorePack template security roles
Documents Core Pack adds a custom security role to your CRM with the name DocumentsCorePack Security Role. This role is added to every user after installation.
If you are going to modify an existing role, or if you are going to create a new role to restrict the template permissions, please make sure that the following privileges are set as well.
Otherwise, problems while running DocumentsCorePack could occur.
Permissions required to grant DocumentsCorePack running trouble-free
Plug-in Assembly: READ
Plug-in Type: READ
Sdk Mesasge: READ
Sdk Message Processing Step: READ
Sdk Message Processing Step Image: READ
Figure 2: Minimum permissions required
Permission required when working with SharePoint
This permission is necessary if you use DocumentsCorePack with the CRM integrated SharePoint solution.
Document Location: READ
Figure 3: Permissions required when working with SharePoint