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Customer experience | Sales, Customer Insights,...
Answered

how to reset security roles to default settings?

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Posted on by 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?

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  • Suggested answer
    Yiming Profile Picture
    Microsoft Employee 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
    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?

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