How Duplicate Detection Permissions Work
There is no specific permission setting that controls only the duplicate detection banner. Instead, permissions in Dazos CRM are role-based and apply at the module level for overall record management.
The duplicate detection banner is part of the broader record administration system, not a separate feature that can be individually restricted.
Permission Levels That Affect Duplicate Handling
The ability to interact with duplicate detection banners is controlled by these standard CRM permissions:
View: Allows users to see records and duplicate notifications
Create: Enables creating new records
Edit: Permits modifying existing records
Delete: Allows removing records
These permissions are applied at the module level (such as Leads, Contacts, or Accounts) and affect all record manipulation within that module.
When Users Get "Access Denied"
If users are receiving "access denied" messages when trying to use the duplicate detection banner, this typically indicates they lack the necessary record manipulation permissions for that specific module.
To resolve this issue, check that the user's role includes the appropriate permissions (Edit, Create, or Delete) for the module where they're encountering duplicates.
💡 Important Note
You cannot restrict access to only the duplicate banner while allowing other record operations. The banner functionality is tied to the user's overall record management permissions in that module.
When to Contact Support
If users with appropriate permissions are still receiving access denied messages when using duplicate detection features, submit a support ticket for further investigation.