CRM 4 Security Role Documentation project

[Mike]

All,

I am working on a documentation project for our CRM users' security roles
and wondered if there was a way to run a report showing each CRM security
role and their associated permissions. Based on knowledge I have already
gained, this will probably have to be gleaned from the SQL tables. That
being said, does anyone know which tables to start with to find this data?

[bayareacrm]

Although the User Summary Report will give you a list of security roles/user,
it won't detail out the exact levels/privileges. For this you will need to go
into a few tables in the FilteredViews and since all security settings are
stored at the database level, you will be able to modify/enhance the User
Summary Report to suit your needs.

Michael Mayo

Post by Mike
All,
I am working on a documentation project for our CRM users' security roles
and wondered if there was a way to run a report showing each CRM security
role and their associated permissions. Based on knowledge I have already
gained, this will probably have to be gleaned from the SQL tables. That
being said, does anyone know which tables to start with to find this data?
--
Thanks and have a great day!
Mike

[Mostafa Assem]

I am facing the same requirement now and It will be kind of you if you can tell me how did you do it through database as I looked for a filtered view that contain such data but I couldn't find anything.
How the permissions in secuirty role form (like for example permissions in the custom entities tab) are stored in the database.
Waiting your reply as I searched for this issue for long time but couldn't get any valuable information.
Thanks
Mostafa

Post by Mike
All,
I am working on a documentation project for our CRM users' security roles
and wondered if there was a way to run a report showing each CRM security
role and their associated permissions. Based on knowledge I have already
gained, this will probably have to be gleaned from the SQL tables. That
being said, does anyone know which tables to start with to find this data?
--
Thanks and have a great day!
Mike

Post by bayareacrm
Although the User Summary Report will give you a list of security roles/user,
it will not detail out the exact levels/privileges. For this you will need to go
into a few tables in the FilteredViews and since all security settings are
stored at the database level, you will be able to modify/enhance the User
Summary Report to suit your needs.
Michael Mayo