Permissions required for document management tasks

Applies To: Dynamics CRM 2013

The following table shows the default security roles or other permissions that are needed to perform each document management task.

Important

If you’re using Microsoft Dynamics CRM for Microsoft Office Outlook, you can’t do any of these tasks while you’re offline.

Tasks related to document management	Minimum security role or other permission required
Enable or disable document management	Security roles: System Administrator or System Customizer Privileges: Read, Write on all record types that are customizable. SharePoint site: Create, Read, Write, Append, Append To
Create or edit site records	Security roles: System Administrator or System Customizer SharePoint Site Create, Read, Write, Append, Append To
Create or edit document location records	Security roles: Salesperson SharePoint site: Read, Append To Document Location: Create, Read, Write, Append, Append To
Install Microsoft Dynamics CRM List Component	Security roles: No Microsoft Dynamics CRM security role needed. SharePoint site: Site collection administrator
Make a site your default site	Security roles: System Administrator or System Customizer SharePoint site: Read, Write
Validate sites	Security roles: System Administrator or System Customizer SharePoint site: Read, Write
Add or edit a document location from a record	Security roles: Any SharePoint site: Read, Append To Document Location: Create, Read, Write, Append, Append To
Fix a broken location	Security roles: Any SharePoint site: Document location Read, Write
Manage documents	Security roles: Any SharePoint site: Document location Read, Write

Enable or disable document management

Security roles: System Administrator or System Customizer

Privileges: Read, Write on all record types that are customizable.

SharePoint site: Create, Read, Write, Append, Append To

Create or edit site records

Security roles: System Administrator or System Customizer

SharePoint Site Create, Read, Write, Append, Append To

Create or edit document location records

Security roles: Salesperson

SharePoint site: Read, Append To

Document Location: Create, Read, Write, Append, Append To

Install Microsoft Dynamics CRM List Component

Security roles: No Microsoft Dynamics CRM security role needed.

SharePoint site: Site collection administrator

Make a site your default site

Security roles: System Administrator or System Customizer

SharePoint site: Read, Write

Validate sites

Security roles: System Administrator or System Customizer

SharePoint site: Read, Write

Add or edit a document location from a record

Security roles: Any

SharePoint site: Read, Append To

Document Location: Create, Read, Write, Append, Append To

Fix a broken location

Security roles: Any

SharePoint site: Document location Read, Write

Manage documents

Security roles: Any

SharePoint site: Document location Read, Write

See Also