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How to quickly compare Security Roles

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Posted on by 355

Hi,

Is there a tool in XrmToolBox to compare different Security Roles easily?


My scenario is the following:

I need to assign a permission to a user (delete records at a BU level), my steps would be:

 1) creating a new security role which gives the mentioned permission

 2) Assign the new security role to the User


First, I need to ensure that there aren't already security roles (other than the system admin) which let perform such operation.
As I have many security roles, it would be great to have a tool which gives me an overview where I can quickly see which security roles are giving which accesses.

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,934 Super User on at
    RE: How to quickly compare Security Roles

    Hi,

    Can you please look at below plugin in xrmtoolbox -

    www.xrmtoolbox.com/.../

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • Joel D Profile Picture
    Joel D 355 on at
    RE: How to quickly compare Security Roles

    Hello Andrew,

    Thank you for your answer.

    The "Role Comparator" lets me filter by role. Is there any option to filter by privilege?

    For example, I need to find all the roles that let access the entity "User" at an Organization level..

  • Joel D Profile Picture
    Joel D 355 on at
    RE: How to quickly compare Security Roles

    Hello Bipin,

    Thank you for your reply.

    I am using Privilege Discovery, but it doesn' t show all the privileges for all entities.

    For example, When I type "User" in the Search Bar it shows the entity "User", but it doesn't show the "Write" privilege.

  • Verified answer
    Bipin D365 Profile Picture
    Bipin D365 28,934 Super User on at
    RE: How to quickly compare Security Roles

    Hi,

    You need Privilege Discovery plugin in Xrmtoolbox -

    carldesouza.com/.../

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,305 Super User on at
    RE: How to quickly compare Security Roles

    Hello,

    There is a "Role Comparator" plugin in XrmToolbox.

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