Tasks Related to Document Management
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Default Security Roles and Required Privileges
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Can Task Be Done Offline?
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Enable or disable document management
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Security roles: System Administrator or System Customizer
Privileges: Read A privilege required to read a record. Which records can be read depends on the access level of the permission defined in your security role., Write A privilege required to make changes to a record. Which records can be changed depends on the access level of the permission defined in your security role. on all record types that are customizable.
SharePoint Site: Create A privilege required to create a new record. Which records can be created depends on the access level of the permission defined in your security role., Read A privilege required to read a record. Which records can be read depends on the access level of the permission defined in your security role., Write A privilege required to make changes to a record. Which records can be changed depends on the access level of the permission defined in your security role., Append A privilege required to associate a record with the current record. For example, if a user has Append rights on an opportunity, the user can add a note to an opportunity. Which records can be appended depends on the access level of the permission defined in your security role., Append To A privilege required to associate the current record with another record. For example, a note can be attached to an opportunity if the user has Append To rights on the note. Which records can be appended to depends on the access level of the permission defined in your security role.
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No
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Create or edit a site record
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Security roles: System Administrator or System Customizer
Privileges:
SharePoint Site Create A privilege required to create a new record. Which records can be created depends on the access level of the permission defined in your security role., Read A privilege required to read a record. Which records can be read depends on the access level of the permission defined in your security role., Write A privilege required to make changes to a record. Which records can be changed depends on the access level of the permission defined in your security role., Append A privilege required to associate a record with the current record. For example, if a user has Append rights on an opportunity, the user can add a note to an opportunity. Which records can be appended depends on the access level of the permission defined in your security role., Append To A privilege required to associate the current record with another record. For example, a note can be attached to an opportunity if the user has Append To rights on the note. Which records can be appended to depends on the access level of the permission defined in your security role.
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No
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Create or edit a document location record
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Security roles: Salesperson
Privileges:
SharePoint Site: Read A privilege required to read a record. Which records can be read depends on the access level of the permission defined in your security role., Append To A privilege required to associate the current record with another record. For example, a note can be attached to an opportunity if the user has Append To rights on the note. Which records can be appended to depends on the access level of the permission defined in your security role.
Document Location: Create A privilege required to create a new record. Which records can be created depends on the access level of the permission defined in your security role., Read A privilege required to read a record. Which records can be read depends on the access level of the permission defined in your security role., Write A privilege required to make changes to a record. Which records can be changed depends on the access level of the permission defined in your security role., Append A privilege required to associate a record with the current record. For example, if a user has Append rights on an opportunity, the user can add a note to an opportunity. Which records can be appended depends on the access level of the permission defined in your security role., Append To A privilege required to associate the current record with another record. For example, a note can be attached to an opportunity if the user has Append To rights on the note. Which records can be appended to depends on the access level of the permission defined in your security role.
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No
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Install Microsoft Dynamics CRM List component
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Security roles: SharePoint site collection administrator
Privileges: None
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No
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Make a site your default site
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Security roles: System Administrator or System Customizer
Privileges:
SharePoint Site: Read A privilege required to read a record. Which records can be read depends on the access level of the permission defined in your security role., Write A privilege required to make changes to a record. Which records can be changed depends on the access level of the permission defined in your security role.
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No
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Validating sites
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Security roles: System Administrator or System Customizer
Privileges:
SharePoint Site: Read A privilege required to read a record. Which records can be read depends on the access level of the permission defined in your security role., Write A privilege required to make changes to a record. Which records can be changed depends on the access level of the permission defined in your security role.
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No
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Add/edit a document location from a record
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Security roles: Any
Privileges:
SharePoint Site: Read A privilege required to read a record. Which records can be read depends on the access level of the permission defined in your security role., Append To A privilege required to associate the current record with another record. For example, a note can be attached to an opportunity if the user has Append To rights on the note. Which records can be appended to depends on the access level of the permission defined in your security role.
Document Location: Create A privilege required to create a new record. Which records can be created depends on the access level of the permission defined in your security role., Read A privilege required to read a record. Which records can be read depends on the access level of the permission defined in your security role., Write A privilege required to make changes to a record. Which records can be changed depends on the access level of the permission defined in your security role., Append A privilege required to associate a record with the current record. For example, if a user has Append rights on an opportunity, the user can add a note to an opportunity. Which records can be appended depends on the access level of the permission defined in your security role., Append To A privilege required to associate the current record with another record. For example, a note can be attached to an opportunity if the user has Append To rights on the note. Which records can be appended to depends on the access level of the permission defined in your security role.
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No
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Fix a broken location
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Security roles: Any
Privileges:
SharePoint Site: Read A privilege required to read a record. Which records can be read depends on the access level of the permission defined in your security role., Write A privilege required to make changes to a record. Which records can be changed depends on the access level of the permission defined in your security role.
Document Location: Read A privilege required to read a record. Which records can be read depends on the access level of the permission defined in your security role., Write A privilege required to make changes to a record. Which records can be changed depends on the access level of the permission defined in your security role.
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No
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Manage document
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Security roles: Any
Privileges: None
Permissions on SharePoint required.
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No
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