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Which is the difference between Security roles and User roles?

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Posted on by 355

Hi,

this article from Microsoft docs mentions both Security roles and User roles as if they were two different roles, see 6) and 7) in the article:


         6. Select the check box next to the name of the user to view the security roles that the user has been assigned to.
   
         7. In the Manage User Roles dialog box, select Manage Roles in the top menu to view user roles that are assigned to the user.


This difference is not clear to me, can you please explain it with some examples?

Thanks!

  • Verified answer
    LuHao Profile Picture
    LuHao 40,872 on at
    RE: Which is the difference between Security roles and User roles?

    Hi Joel,

    Security role and user role mean the same thing, no difference.

    The following is my personal understanding.

    1. Security Roles is a functional term in D365 that administrators can assign security roles to users or teams.

    We can create multiple security roles in advance, regardless of whether any users need them or not.

    2. The user role appears only when we assign security roles to a user. It represents the security roles that a user has.

    Imagine that we use a ladder to simulate the security role. The factory would make different models of ladders in advance and put them in the warehouse, waiting to be sold. When a user needs a certain model of ladder, we sell it to him, and each user can buy multiple models of ladders.

    Here the security role represents the ladders placed in the warehouse (It must be created before it is given to the user), and the user role represents the ladders already sold to the user (Users already own it). How high the user can reach through the ladder is determined by the highest ladder he has (The range of a user's access rights consists of the maximum value of the individual item rights for all their security roles).

  • Suggested answer
    Torrado Profile Picture
    Torrado 1,270 on at
    RE: Which is the difference between Security roles and User roles?

    Hello,

    Both terminologies means Security Roles.

    Please note that security roles can be assigned to Users and also to Teams. 

    Hope this helps you.

    Please mark the answer as verified if helpful. That will help others in future.

  • Verified answer
    vishal bagadia_crm Profile Picture
    vishal bagadia_crm 490 on at
    RE: Which is the difference between Security roles and User roles?

    Hello Joel,

    Both means the same. At the general level, those are termed as security roles.

    When you go to user record, open and click on Manage roles, those same security roles are shown as a list of user roles that can be assigned to that user.

    Please refer the screenshot for your reference.

    pastedimage1620745367434v1.png

    Please mark this answer as verified, if it helps to solve your query.

    Regards,
    CRM Developer

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Which is the difference between Security roles and User roles?

    Joel,

    You can read "user roles" as "security roles assigned to the user".

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