Custom Roles

We created 2 custom roles for the sales team. Their core records permissions
give them full control over opportunities. However, users in one of these 2
roles try to close an opportunity they get an error that says insufficient
permissions.

If we add a Core Role, like VP of Sales to the user account roles, while
leaving the custom role in place the users can then close opportunities
without an issue.

Anybody have any idea why the custom role with the same permissions as the
VP of Sales would not allow users to close opportunities?

MattNC
Thu May 04 15:01:02 CDT 2006

The security roles for these users need to have "Read Quote" privileges,
since when you close an opportunity, CRM checks to see if there are open
quotes. In order to perform that check, the user's credentials need to have
that level of permission.
--
Matt Wittemann, CRM MVP
http://icu-mscrm.blogspot.com


"Jeremy Winchell" wrote:

> We created 2 custom roles for the sales team. Their core records permissions
> give them full control over opportunities. However, users in one of these 2
> roles try to close an opportunity they get an error that says insufficient
> permissions.
>
> If we add a Core Role, like VP of Sales to the user account roles, while
> leaving the custom role in place the users can then close opportunities
> without an issue.
>
> Anybody have any idea why the custom role with the same permissions as the
> VP of Sales would not allow users to close opportunities?

JeremyWinchell
Thu May 04 15:05:01 CDT 2006

Thanks Matt. I came across the solution in a different post by accident so I
got it fixed. Thanks for the help though I appreciate it.

"MattNC" wrote:

> The security roles for these users need to have "Read Quote" privileges,
> since when you close an opportunity, CRM checks to see if there are open
> quotes. In order to perform that check, the user's credentials need to have
> that level of permission.
> --
> Matt Wittemann, CRM MVP
> http://icu-mscrm.blogspot.com
>
>
> "Jeremy Winchell" wrote:
>
> > We created 2 custom roles for the sales team. Their core records permissions
> > give them full control over opportunities. However, users in one of these 2
> > roles try to close an opportunity they get an error that says insufficient
> > permissions.
> >
> > If we add a Core Role, like VP of Sales to the user account roles, while
> > leaving the custom role in place the users can then close opportunities
> > without an issue.
> >
> > Anybody have any idea why the custom role with the same permissions as the
> > VP of Sales would not allow users to close opportunities?