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Customer experience | Sales, Customer Insights,...
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Security Role for Portal Administration

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Posted on by 64

Does D365 have a security role for a User to administer the Portal?  I am not looking to have a Web Role, I am looking for a security role that I can assign to a user so they can access the Dynamics 365 Portals App and make updates from there.  Also access the PowerApps Portal editor.  Everything I have looked at online is pointing to using the Web Role.  If there isn't one, does anyone know off hand some of the entities that would be needed.

Thanks in Advance.

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  • Verified answer
    Bipin D365 Profile Picture
    28,985 Moderator on at

    Hi,

    Please find list of entities used in Dynamics portals.

    Configuration entities:
    adx_contentaccesslevel adx_redirect adx_webpage_tag
    adx_contentsnippet adx_setting adx_webpageaccesscontrolrule
    adx_entityform adx_shortcut adx_webpageaccesscontrolrule_webrole
    adx_entityformmetadata adx_sitemarker adx_webpagehistory
    adx_entitylist adx_sitesetting adx_webpagelog
    adx_entitypermission_webrole adx_webfile adx_webrole_systemuser
    adx_externalidentity adx_webfilelog adx_website
    adx_pagealert adx_webform adx_website_list
    adx_pagenotification adx_webformmetadata adx_website_sponsor
    adx_pagetag adx_webformsession adx_websiteaccess
    adx_pagetag_webpage adx_webformstep adx_websiteaccess_webrole
    adx_pagetemplate adx_weblink adx_websitebinding
    adx_portallanguage adx_weblinkset adx_websitelanguage
    adx_publishingstate adx_webnotificationentity adx_webtemplate
    adx_publishingstatetransitionrule adx_webnotificationurl adx_urlhistory
    adx_publishingstatetransitionrule_webrole adx_webpage adx_entitypermission

    https://docs.microsoft.com/en-us/powerapps/maker/portals/admin/clear-server-side-cache#configuration-entity-caching-portals-with-capacity-based-licenses

    If found helpful, Please mark my answer verified.

  • Suggested answer
    Pranjali Profile Picture
    Microsoft Employee on at

    Hello Mahone,

    In addition to the shared entities, you could also register the user as Owner of the Application in Azure [https://docs.microsoft.com/en-us/powerapps/maker/portals/admin/admin-overview#add-yourself-as-an-owner-of-the-azure-ad-application] this will allow them to use Administrative operations like restart, reset etc

    Reference: docs.microsoft.com/.../manage-existing-portals

    Cheers,

    Pranjali

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