Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Check access button no...
Customer experience | Sales, Customer Insights,...
Suggested answer

Check access button not showing all the security roles assigned to the user

(1) ShareShare
ReportReport
Posted on by CU26101221-0 16
Hello All,
 
I have enabled Record Ownership across business unit through which I have assigned a role from multiple business units to the user but as an admin it's quite difficult to track how many business unit the user is having access to
 
When I click on check access I can see role and only one business unit instead of all business unit the user is part of
 
Is there a way to have this visibility in CRM?
Categories:
Microsoft Dynamics CRM
  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 7,998 Super User 2024 Season 1 on at
    Check access button not showing all the security roles assigned to the user
    Check access will only give you all the roles from which user are getting permissions for the given record.
  • Suggested answer
    Saif Ali Sabri Profile Picture
    Saif Ali Sabri 231 on at
    Check access button not showing all the security roles assigned to the user
    Unfortunately, the native "Check Access" button is not designed to show all business units and roles at once.
    The "Check Access" button in the User form or record typically shows access for the record in context, not a consolidated list of all business units or roles assigned across the organization. This limitation can make it difficult to determine all the business units and security roles associated with a user.

    If your organization needs this information directly in the "Check Access" interface:

    • You would need to develop a custom solution using JavaScript or a PCF Control that extends the "Check Access" functionality.
    • Use the Microsoft Dataverse SDK or Web API to query the systemuserroles and businessunit tables programmatically to fetch all business units and roles for the user.

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

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Complete!

🔔 Be sure to subscribe to the new forums you are interested in to stay up to date! 🔔

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,000 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,658 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans