Information on security roles: Which roles are needed for which solution?

This article lists the security roles that must be assigned to users in order to use our add-ons. Additionally, for the MSCRM-Addons General Security Role, DocumentsCorePack Security Role, and MSCRM-ADDONS.com AutoMerge roles, the permissions they grant are also listed.

Note: All listed permissions are granted at the organization level unless otherwise specified.

Required for all add-ons:

• MSCRM-Addons General Security Role
  • Core Records
    • Note: Read
  • Business Management
    • Misc. Privileges
      • Read License info: Enabled
  • Customization
    • Entity: Read
    • Field: Read
    • Plug-in Assembly: Read
    • Plug-in Type: Read
    • Relationship: Read
    • Sdk Message: Read
    • Sdk Message Processing Step: Read
    • Sdk Message Processing Step Image: Read
      • ISV Extensions: Enabled
  • Custom Entities
    • MSCRM-ADDONS.com Debug: Create, Read, Write, Delete, Append, Append To
    • MSCRM-ADDONS.com Metadata: Create, Read, Write, Delete, Append, Append To
    • MSCRM-ADDONS.com Products: Create, Read, Write, Delete, Append, Append To
    • MSCRM-ADDONS.com Scheduler: Create, Read, Write, Delete, Append, Append To
    • MSCRM-ADDONS.com Settingskeys: Create, Read, Write, Delete, Append, Append To
    • MSCRM-ADDONS.com User/Temp Settings: Create, Read, Write, Delete, Append, Append To

DocumentsCorePack:

• DocumentsCorePack Security Role
  • Core Records
    • Document Location: Read
  • Customization
    • Plug-in Assembly: Read
    • Plug-in Type: Read
    • Sdk Message: Read
    • Sdk Message Processing Step: Read
    • Sdk Message Processing Step Image: Read
  • Custom Entities:
    • MSCRM-ADDONS.com DocumentsCorePack Template: Create, Read, Write, Delete, Append, Append To, Assign, and Share
• MSCRM-ADDONS.com AutoMerge
  • Business Management
    • User: Append To
  • Custom Entities
    • MSCRM-ADDONS.com AM Trigger: Create, Read, Write, Delete, Append, Append To
    • MSCRM-ADDONS.com AutoMergeWorking Items: Create, Read, Write, Delete, Append, Append To, Assign, and Share
    • MSCRM-ADDONS.com OneClickAction: Create (User), Read, Write (User), Delete (User), Append (User), Append To, Assign (User), and Share (User)

TelephoneIntegration:

• TelephoneIntegration Security Role

SmartBar:

• MSCRM-ADDONS.com SmartBar

PowerSearch:

• MSCRM-ADDONS.com PowerSearch

ActivityTools:

• MSCRM-ADDONS.com ActivityTools

AttachmentExtractor:

• Solution runs with service user requiring sysadmin rights.

GroupCalendar:

• MSCRM-ADDONS.com GCAutoUpdate

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.