Assign Security Roles to User in Microsoft Dynamics CRM, factor to consider when assigning Security Role

Objective:

                Here is this article we will see what are the Assign Security Roles to User in Microsoft Dynamics CRM, and how do they factor to consider when assigning Security Role.

Security roles in Dynamics 365 function similarly to virtual keys, determining which users have access to specific areas and data within the system. These roles determine a user’s level of access, which ranges from read-only to full control over entities and records. Effective security role management enables organizations to protect sensitive information, maintain regulatory compliance, and control access to critical business processes.

Assigning Security Role to User:

            Here are the steps you can perform to assign Security Role to user.

1. Select Environments in the navigation pane, and then select an environment.
2. Select Power Platform Environment Settings -> Security. (Here you can see the available option Users, Teams, Security Roles, Business Units etc.)

3. When clicked on the “User” it will open new window which looks like. Here you will see the available list of users of the current environment.

4. On the Users page select a user, and then select Manage security roles.

5. Select or deselect security roles. When finished, select Save. After saving, all selected roles become the current assigned roles for the user. Unselected roles aren’t assigned.

Automatic role assignment

When users are added into Dataverse, roles are automatically assigned based on the following criteria:

1. Users with valid licenses are assigned mapped roles automatically. When the respective license is removed, the role is also removed automatically. License-based default role management does not apply to users in the following environments: Dataverse for Teams, Trial, and Developer.
2. Default environment type automatically assigns Basic User and Environment Maker roles to all Dataverse users.
3. In a linked environment with a Dataverse database, all active users are automatically assigned the finance and operations Basic User security role.

Factors should be considered Assigning Security Roles:

Consider the following when assigning security roles to users.

1. Security roles control user access to data through a series of access levels and permissions. The combination of access levels and permissions within a security role restricts a user’s view of the data and their interactions with that data. 
2. You can assign multiple security roles to a user. The effects of multiple security roles are cumulative, meaning that the user has the permissions associated with all security roles assigned to the user.
3. Security roles are associated with business units. If you have defined a business unit, the security roles associated with that business unit are available to users in that business unit. You can use this feature to limit data access to data owned by a business group only.
4. When record ownership is allowed across business units, you can assign security roles across business units to your users, regardless of the type of business they belong to.
5. To assign a security role to a user, they must have the appropriate permissions (the minimum permissions are Read and Assign on the Security Status table). To prevent escalation of security role privileges, the person who assigned the security role cannot assign another person to a security role with greater privileges than the assignor. For example, a CSR administrator cannot assign another user to the System Administrator role. This authorization process includes checking all authorizations that the recipient has at the authorization depth and business unit level. For example, you cannot assign a security role from another business unit to another user unless there is a security role with the appropriate permission level assigned to him or her from that business unit.

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