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Session Id : EZLvhfjf78dID0uRk3wg92
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Security Roles Assigne...
Microsoft Dynamics CRM (Archived)

Security Roles Assigned to Users

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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

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