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Dynamic 365 Guides : Restricting User Access To Guides

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Posted on by lmawby

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Hello,

I was wondering if it is possible to restrict guides to certain users?

The only documantion I can see is on the admin security guide. Is the only way to restrict users from a guide to create a new enviroment?

Example

I create seperate guides for Operator 1 and Operator 2.

I only want Operators to access their own guides.

Thanks

Luke

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DavePinch on at

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RE: Dynamic 365 Guides : Restricting User Access To Guides

Hi Luke, the Restricted Author and Restricted Operator roles should work for you. These security roles are designed to limit a user to guides that have been shared to them, or owned by them, or created by them. For more information, see docs.microsoft.com/.../admin-role-types. The other two built-in roles provide access to all guides by default.

You can assign roles to users (or teams/groups) on the Power Platform Admin Center (PPAC) at admin.powerplatform.microsoft.com/ by logging into the portal with your admin account. You do not have to create a new environment; you can change your security configuration whenever you want.
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Community Member on at

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RE: Dynamic 365 Guides : Restricting User Access To Guides

Hi Luke,

There are several ways from my understanding. In the Guides documentation under the "Assign User Roles" About Author & Operator Roles it seems you have several options based on either the security feature of the Operator and the Guide.

Assign a role to an individual user (Rather than say through AAD or security group)

Assign a role through Azure Active Directory groups (instead manually doing each person or locking down the environment with security groups)

Restrict access to an environment by using security groups

Assign or share a guide by changing ownership

Assign or share a guide through an access team

Ken

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