Using CRM ACE for the specific requirement.

[Former Member]

Hi,

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.

Thanks

Rajani

[Former Member]

Hi,

Could you get ACE working for the 1st requrement? Or did you use something else?

regds

pras

[Former Member]

Hi Myfriend,

Please send me step by step procedure to create role and how to use ACE in authorization and how authorizatoin table need to modify in CRM and how Transaction and table is configure in order to assinged to user. Please send with taking two good CRM transaction example

Thanks

Qureshi