DocumentsCorePack templates security settings

All Documents Core Pack templates are stored in custom entity in CRM 2011.
The name of this custom entity is "DocumentsCorePack Template" (ptm_mscrmaddons_dcptemplates).
Every record of this entity has the template attached as a note.

So you have got the possibility to modify the access privileges by adjusting the CRM permissions for CRM users for this custom entity.

Documents Core Pack adds a custom security role to your CRM with the name "DocumentsCorePack Security Role". This role is added to every user after installation.

If you are going to modify an existing role, or if you are going to create a new role to restrict the template permissions please make sure that the following privileges are set as well. Otherwise it can come to problems while running DocumentsCorePack.

Plug-in Assembly: READ

Plug-in Type: READ

Sdk Mesasge: READ

Sdk Message Processing Step: READ

Sdk Message Processing Step Image: READ

This permissions are required to grant a trouble-free working with DocumentsCorePack.

Document Location: READ

This permission is necessary if you us DocumentsCorePack with the CRM integrated Shareponi Solution.