web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / how to reset security ...
Customer experience | Sales, Customer Insights,...
Answered

how to reset security roles to default settings?

(0) ShareShare
ReportReport
Posted on by Ben T 803

Hello,

is there any easy way to reset the security roles to how they are fresh out of the box? I was thinking I could reset the sandbox, but I don't think there is a "security role" solution I could export from the sandbox and import into production. Or could I create a custom solution? Any thoughts would be appreciated. 

Also, what is the best security role to have read/write access to all basic and custom entities but not any more privledges than that really?

I have the same question (0)
  • Suggested answer
    Yiming Profile Picture
    Yiming on at

    Hi,

    To reset the security roles, you need to prepare a fresh new environment, then create a custom solution, add all security roles to it. Then export it out and import it to the target environment. 

    For your second question, I don' think there is a OOB security role that can meet your requirements. System admin has read/write access to all basic and custom entities but also has other privileges. You can define a custom role to meet your requirements. 

  • Ben T Profile Picture
    Ben T 803 on at

    Will any custom security roles remain in the target environment, and then all the original security roles will be added upon import? If a default security role was changed, will importing it to the target environment overwrite the existing, changed role?

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 179 Super User 2025 Season 2

#2
#ManoVerse Profile Picture

#ManoVerse 110

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 61 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans