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Former Member
Jan 10, 2007 at 10:35 PM

Using CRM ACE for the specific requirement.



We are implementing the CRM ACE for the SPecific authorization requirement.

I will explain our Requirement in brief,

1)For Accounts(BP), only Bp's who are maintained in the Relationships tab other than contact person should be able to

edit that account. Others wont even have authorizations to view that account.

2)For Opportunities, only Bp's who are maintianed in the sales team will have access to edit that opportunity, others wont

have access to even view that opportunity.

3)For activities , Only Bp's who are maintained for the Activity Partner's will have acces to edit that activity.

As this cannot be done using the normal authorization concept,we are using the CRM ACE.

we have defined all the rule id's, AFO class, AFU class, OBF Class, and Right id, Work package and user group.

Is there any other better way than CRM ACE ?

If you worked any such kind of scenario in past can you send me those details.