Getting Security Role Name for logged-in user in Dynamics using Xrm.Page.context

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Posted on by AtulSharma

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In one of the requirement, I need to show and hide some sections, tabs, fields on the basis of Security Roles of the logged-in user.

This method Xrm.Page.context.getUserRoles() returns an array of GUID of security roles.

Then I will have to make OData query to get the name of security roles, Is there any other way to achieve this?

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Verified answer

Guido Preite 54,086 Moderator on at

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you should compare the security roles by the GUID, not by their names

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AtulSharma 130 on at

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For example, my security role name is - "Role1" and it's GUID is - "XXXYYZZZ"

I checked for security roles GUID something like this

if (securityRole = "XXXYYZZZ")

{

//Then show some fields

}

else

{

//Hide the fields

}

If I move this from one environment to another, My security role will be Role1 but GUID will be changed.

In this scenario, I will have to update/change the GUID in that environment.

Please confirm or correct my understanding.

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SCV 1,004 on at

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Hi Athul,

Try below code. Here you can pass the security roles you want in an array and it checks whether current user has got those roles. In the example I am checking whether the user has Sales Manager and System Administrator roles. If so it returns true; otherwise returns false. Hope it helps!

var roles = []; roles[0] = "Sales Manager"; roles[1] = "System Administrator"; var hasUserGotSalesManagerAndAdminRole = currentUserHasSecurityRole(roles); function currentUserHasSecurityRole(roles) { var fetchXml = "<fetch mapping='logical'>" + "<entity name='systemuser'>" + "<attribute name='systemuserid' />" + "<filter type='and'>" + "<condition attribute='systemuserid' operator='eq-userid' />" + "</filter>" + "<link-entity name='systemuserroles' from='systemuserid' to='systemuserid' visible='false' intersect='true'>" + "<link-entity name='role' from='roleid' to='roleid' alias='r'>" + "<filter type='or'>"; for (var i = 0; i < roles.length; i++) { fetchXml += "<condition attribute='name' operator='eq' value='" + roles[i] + "' />"; } fetchXml += " </filter>" + "</link-entity>" + "</link-entity>" + "</entity>" + "</fetch>"; var modifiedFetchXml = fetchXml.replace("&", "&"); var users = ExecuteFetch(modifiedFetchXml, "systemusers"); if (users > 0) return true; else return false; } function ExecuteFetch (originalFetch, entityname) { var count = 0; var fetch = encodeURI(originalFetch); var serverURL = Xrm.Page.context.getClientUrl(); var Query = entityname + "?fetchXml=" + fetch; var req = new XMLHttpRequest(); req.open("GET", serverURL + "/api/data/v8.0/" + Query, false); req.setRequestHeader("Accept", "application/json"); req.setRequestHeader("Content-Type", "application/json; charset=utf-8"); req.setRequestHeader("OData-MaxVersion", "4.0"); req.setRequestHeader("OData-Version", "4.0"); req.onreadystatechange = function () { if (this.readyState == 4 /* complete */) { req.onreadystatechange = null; if (this.status == 200) { var data = JSON.parse(this.response); if (data != null) { count = data.value.length; } } else { var error = JSON.parse(this.response).error; alert(error.message); } } }; req.send(); return count; };

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Community Member on at

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See below link it may help you

crmshop.wordpress.com/.../how-to-use-fetchxml-in-crm-web-api

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Saddamk206 777 on at

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Hi

you can try below code:-

function CheckUserRole() {
var _roleQuery = '';
var currentUserRoles = Xrm.Page.context.getUserRoles();
for (var i = 0; i < currentUserRoles.length; i++) {

if (i == 0)
_roleQuery += 'roleid eq ' + currentUserRoles[i];
else
_roleQuery += ' or roleid eq ' + currentUserRoles[i];

}

var req = new XMLHttpRequest();
req.open("GET", Xrm.Page.context.getClientUrl() + "/api/data/v8.1/roles?$select=name" + '&$filter=' + _roleQuery, true);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.setRequestHeader("Prefer", "odata.include-annotations=\"*\"");
req.onreadystatechange = function () {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 200) {
var results = JSON.parse(this.response);
for (var i = 0; i < results.value.length; i++) {
var roleName = results.value[i]["name"];
if (roleName == "System Administrator") {

///perform a task

}
}
} else {
alert(this.statusText);

}
}
};
req.send();
}

CheckUserRole();

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Suggested answer

Ben Fishin on at

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No need to call server to get user role guids or names

Get User Security Role Name from context in Dynamics 365 CE - Microsoft Dynamics CRM Community

There was a bug but it has been fixed.

Happy coding

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