Skip to main content
Post a question

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id : eGwaqYa7w/2EVV4GqAYhtn
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Security Roles Assigne...
Microsoft Dynamics CRM (Archived)

Security Roles Assigned to Users

Like (0) ShareShare
ReportReport
Posted on 13 Mar 2014 07:09:33 by Ryan Maclean 3,070

Hi all,

I was wondering if there was a way to find out which security roles are assigned to all users?  I have inherited the current system in place at my workplace from a previous employee and the User permissions are a bit of a mess, so I would like to get an easy overview of all the security roles that are assigned to each user.

I have searched fruitlessly in trying to find this, but so far I havent been able to find an easy way to do this, so any help would be appreciated.

Ideally I would like to be able to make a matrix view of this, but at the moment I would settle for any way of viewing the information.

Thanks,

Ryan

*This post is locked for comments

  • Suggested answer
    PS Profile Picture
    PS 23,577 on 17 Oct 2016 at 02:16:05
    RE: Security Roles Assigned to Users

    Here's a URL to help you:

    community.dynamics.com/.../crm-and-sql-tip-01-how-to-find-out-the-security-roles-assigned-to-the-user

    Hope you know that you can also check it in reports without using sql query: go to sales>>reports>> Run 'user summary'

  • Suggested answer
    PS Profile Picture
    PS 23,577 on 17 Oct 2016 at 02:15:57
    RE: Security Roles Assigned to Users

    Here's a URL to help you:

    https://community.dynamics.com/crm/b/manojbatchumicrosoftdynamicscrmblog/archive/2015/09/15/crm-and-sql-tip-01-how-to-find-out-the-security-roles-assigned-to-the-user 

    Hope you know that you can also check it in reports without using sql query: go to sales>>reports>> Run 'user summary'

  • Suggested answer
    moataz fararjeh Profile Picture
    moataz fararjeh 20 on 16 Oct 2016 at 12:03:57
    RE: Security Roles Assigned to Users

    Find the below

    SELECT    

    dbo.RoleBase.Name AS RoleName, dbo.SystemUserBase.FullName, dbo.TeamBase.Name AS TeamName

    FROM            

    dbo.SystemUserBase INNER JOIN

    dbo.SystemUserRoles ON dbo.SystemUserBase.SystemUserId = dbo.SystemUserRoles.SystemUserId INNER JOIN

    dbo.RoleBase ON dbo.SystemUserRoles.RoleId = dbo.RoleBase.RoleId INNER JOIN dbo.TeamRoles ON dbo.RoleBase.RoleId = dbo.TeamRoles.RoleId INNER JOIN

    dbo.TeamBase ON dbo.TeamRoles.TeamId = dbo.TeamBase.TeamId

  • Ryan Maclean Profile Picture
    Ryan Maclean 3,070 on 13 Mar 2014 at 07:45:37
    RE: Security Roles Assigned to Users

    Hi Eric,

    I feel a bit daft now, i don't know why I didnt realise this!  Thank you for pointing it out to me.

    Ryan

  • Verified answer
    Community Member Profile Picture
    Community Member on 13 Mar 2014 at 07:39:25
    RE: Security Roles Assigned to Users

    Hi Ryan,

    Not sure if you're aware but MS CRM 2011/2013 comes with a "User Summary" report in the Report section that gives you all the users and their respective security roles.

    Here is a post that shows more details: www.powerobjects.com/.../dynamics-crm-user-summary-report

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,978 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,810 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans