Here I will be describing about a scenario where other than Administrator,no user can see the Settings section in the CRM.
Please find the below problem statement:
Show/Hide Settings area based on the roles
Following are the steps to solve the problem:
- Create a new entity named “RoleHideSettingsResource”(any name of your choice).
- Give read access of newly created entity only to the Administrator and System Customizer.No other users will have any permission as shown below:
- Get the Sitemap xml(using any editor tool*) and edit it as follows :
Search for <Area Id=“Settings” ResourceId=“Area_Settings“
and then add:
<Privilege Entity="new_rolehidesettingsresource" Privilege="Read" />
to all theSubAreas as shown below :
<Area Id="Settings" ResourceId="Area_Settings" ShowGroups="true" Icon="/_imgs/settings_24x24.gif" DescriptionResourceId="Settings_Area_Description"> <Group Id="Business_Setting" ResourceId="Menu_Label_Business" DescriptionResourceId="Menu_Label_Business"> <SubArea Id="nav_businessmanagement" ResourceId="Homepage_BusinessManagement" DescriptionResourceId="BizManagement_SubArea_Description" Icon="/_imgs/ico_18_busmanagement.gif" Url="/tools/business/business.aspx" AvailableOffline="false"> <Privilege Entity="new_rolehidesettingsresource" Privilege="Read" /> </SubArea>
4.Save the xml and update the sitemap and assign appropriate roles to the users.