Many smaller organizations that use Dynamics CRM have simple security requirements. This is typically a single business unit with a small quantity of security roles. Usually every consumer has a default security role that can view and revise information with a few power users or managers having additional privileges on top of this. When you add a new consumer to CRM, you have to assign them a security role before they can login to CRM.
As you might be aware there is a team for each business unit like the root business unit so when you put in a new user it automatically becomes an associate of the team. So through the use of a security role to the root business device team every consumer will have this role.
In the example below I copied an existing security role and renamed it as the “Default Security Role”. I then applied this security role to the root business device team so that it will be employed to every user. Now, when you add a new user you no longer require to provide them a security role as they’ll automatically get the default security role. The only thing you will need to careful of is that you arranged the security roles at business device level as the very least. Setting them at the consumer level will not work.
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