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How to get an User name (first and last) and their roles within CRM. where i have only read only access in prod CRM
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I tried like this but not showing
Hi
Using Advanced find check if you are able to access users entity.
Even though you are readonly you would be able to copy the data but you can not edit it.
You can view the roles by clicking on roles from site map.
Thanks
Phanidhar
how to get this roles in spreadsheet
will this give me an information
@phanindhar
any suggestions will be marked as verified
how to go to workplace in crm
Yes...
If you are looking for a specific user my suggestion is to go to the user record first.
The relationship between Users and Roles is N:N so it may not be possible to get the roles and users directly from advanced find.
then how can i check arround 370 users and their roles in my company
This is how you can navigate to security roles once you open CRM
1) Open the user record
2) Next to the name (which is on middle at the top) on top there will a arrow button.
3) Once you click this the related entities will be shown where you can find security roles
4) If you click on the security roles you will be able to see the roles associated with specific user.
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