Tip #77: Security Role Terminology

Before you can create the security architecture or manage your security, you need to know the terms:

  • Privileges are the verbs in CRM: Create, Read, Write, Delete, Append, Append To, Share, Assign.
  • Access levels, from most to least generous: organization, parent-child business unit, business unit, user, none.
  • Entities are the units to which a security role applies an access level for every privilege.
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