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Customer experience | Sales, Customer Insights,...
Suggested Answer

Add multiple security roles at once

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Posted on by 420

Hello Sales community,

when creating a new user in Sales I just follow the MS Docs descritpion for adding security roles and I just click them togehter one by one in the security role list. 

Is there a way to add multiple security roles at once, with some kind of template?

For example a template for consultants which adds automatically (security role A, security B, security role E, etc).?

cheers,

Erik

I have the same question (0)
  • Suggested answer
    Bipin D365 Profile Picture
    28,985 Moderator on at

    Hi,

    You can select Multiple Users at the same time while assigning the role to user.

    Login to admin.powerplatform.microsoft.com/ -> Select Enviornments->Select Users -> Select multiple roles and click on Save.

    CR102.PNG

  • Suggested answer
    Moximox Profile Picture
    4 on at

    Hi

    You can add multiple users and assign multiple security roles from one single csv file using powershell scripts.

    Mox

  • Suggested answer
    Nya Profile Picture
    29,064 on at
  • Suggested answer
    CRMJetty Profile Picture
    3,514 on at

    Hello Erik,

    To Create a new user, you can add users to your organization one at a time or add multiple users at the same time by using the Add Users wizard.

    Refer this Blog

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