Reviewer Permissions

Created by Dariusz Szczendzina, Modified on Tue, 21 May at 1:17 PM by Ben Gilbey

CRM Security Roles

As of version 30.0 (11th December 2018), the DQ for Dynamics security roles are now available automatically via the normal CRM Security settings.

DQ for Dynamics User Permissions

Note: When records/groups are reviewed by one reviewer/admin, then only the assigned reviewer can perform processing operations on that record/group.

Section	Sub-Section		Admin	Reviewer
CRM	DQ Review	Advanced Find	✔	✔
		Account Records List	✔	✔
		Contact Records List	✔	✔
		Lead Records List	✔	✔

Settings	Attribute Groups		✔	✘
	Attribute Group Transforms		✔	✘
	Master Record		✔	✘
	Display & Auto Fill		✔	✘
	Post-Merge		✔	✘
	Auto Exact & Merge Rules		✔	✘
	Manage Users		✔	✘
	Primary Account		✔	✘
	Custom Settings		✔	✘
	Best Record Rule DB Setup		✔	✘
	Map Entities Setup		✔	✘
	Cross Entity Mapping		✔	✘
	Post Merge Settings		✔	✘

Home	Session Listing	Create Session	✔	✘
		Delete Session	✔	✘
		Refresh	✔	✔
		Activate a session	✔	✘
		Deactivate a session	✔	✘
		Start Match Process	✔	✘
		Review Session	✔	✔
		Clone Session	✔	✘
		Select a session	✔	✔
		Multi select sessions	✔	✘
		Schedule a session	✔	✘

	Session Detail Screen		✔	✘

	Session Results	Release Groups Section	✔	✘
		Auto Exact & Bulk Merge All	✔	✔
		Auto Promote All	✔	✔
		Auto Fill All	✔	✔
		Auto Promote & Fill All	✔	✔
		Auto Accept & Merge All	✔	✔
		Search	✔	✔
		Refresh	✔	✔

	Session Results Detail		✔	✔

	Group Review	Manual Fill	✔	✔
		Auto Fill	✔	✔
		Manual Promote	✔	✔
		Auto Promote	✔	✔
		Auto Exact & Merge	✔	✔
		Accept & Merge	✔	✔
		View Record	✔	✔
		Suppress duplicate	✔	✔
		Release Sub-Group	✔	✔
		Grid settings	✔	✔
		Hide Queue grid	✔	✔
		Hide Session Drop down	✔	✔
		Current Queue	✔	✔
		Back	✔	✔
		Refresh	✔	✔
		Previous Group	✔	✔
		Next Group	✔	✔

	Help		✔	✔