PSA: Show or Hide the Import Data button

List views in CRM will include an Import Data button but what if you don’t want your users to see or use this functionality?

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This button will only show if the user has all of the following minimum privileges granted through their security role.

  • Data Import
    • Create: User Level
    • Read: User Level
    • Write: User Level
    • Delete: User Level
    • Append: User Level
    • Append To: User Level
    • Assign: User Level
  • Data Map
    • Create: User Level
    • Read: User Level
    • Write: User Level
    • Delete: User Level
    • Append: User Level
    • Append To: User Level
    • Assign: User Level
  • Import Source

    • Create: User Level
    • Read: User Level
    • Write: User Level
    • Delete: User Level
    • Append: User Level
    • Append To: User Level
    • Assign: User Level

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