Rights
Required module and access right for using CRM.pad.
Check that the required module and access rights were assigned.
Module Rights
The users need the following module rights assigned in order to access CRM.pad:
- Mobile Services (mmri.exe or mmcfg.exe)
Access Rights
Rights defined in the Aurea CRM win Rights module also apply to Mobile Services:
- View rights (unconditional & conditional) are applied when the application synchronizes data.
- Edit rights (New, Update, Delete) are applied on the server when the user executes an operation.
The user is informed about rights violations when online and about synchronization conflicts, see Synchronization Conflicts.
The following might help to avoid synchronization conflicts:
- Allow offline changes only for processes if absolutely necessary (even if a feature is not available without a server connection).
- Apply server rights for processes that are only available in online mode.
- Unconditional Must Field (Mandatory Field) rights are applied on the client.
- Apply unconditional Table rights by assigning processes that result in designer units not being shown if the user does not own that process.
- You can revoke rights on the client for New and Edit by defining a Rights filter for an operation, e. g. when the user tries to add a record. In this case, the operation can only be carried out if the parent link record for New meets the filter criteria.