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Security Roles for Excel Add-in

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Hello All

What security roles must be assigned in order to make a user able to use Excel add in?
At first I though that the Office Integration Power User would do the deed but that wasn't the case

It looks like the only way to achieve this is by assign them the System Administrator role, but obviously i don't want anyone having full access

Kind Regards

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SouravDam 11,730 on at

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RE: Security Roles for Excel Add-in

Hello Esteban Torres,

Not sure but you can try with this privilege if this helps you restricting users to use excel add-ins in system - SystemExportToExcelLimited.

You can add this privilege to the role in "Security configuration" form.

After doing that, refresh the system URL in that user's machine and see if this works!

Best regards.
Sourav Dam

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RE: Security Roles for Excel Add-in

Hi Sourav

Reviewing the privilege that you mention I find that is part of the System External User role which is already assigned to the user I'm doing the test with and it doesn't work

Best Regards

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SouravDam 11,730 on at

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RE: Security Roles for Excel Add-in

Hello Esteban Torres,

In your screen shot, I don't see what are the privileges set for "System external user" role.

I just checked in my system and by default no such privilege is available for this role.

Let's wait for other members to share their input on this.

Best regards,
Sourav Dam

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André Arnaud de Cal... 299,576 Super User 2025 Season 2 on at

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RE: Security Roles for Excel Add-in

Hi Esteban,

The Open in Excel option itself is part of the system user role. To be able to use the entities itself, you need to provide access to the data entities involved using privileges. So, the users also needs to have permissions on the entity.

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Rahul Mohta 21,032 on at

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RE: Security Roles for Excel Add-in

as others suggested, data entity security os key and could always give user access to the form by using security diagnostics or security configuration tool or in Visual studio

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Adrian Peter 219 on at

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RE: Security Roles for Excel Add-in

Hi

The Excel-Add-In is linked to this Privilege ...

… which is OOTB included in Role 'System User' --> as this is a Basic role for each User, they should have this Privilege unless you customized this role.

Further:

Excel-AddIn respects data-access-permission as assigned to a user via roles --> if the user doesn't have Access to entities (which are the datasource for Excel-AddIn), then he won't see the Menuitem for this Entity.

best regards,

Adrian

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Community Member on at

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RE: Security Roles for Excel Add-in

Hi Adrian

I've already looked into that privilege and it only allows users to export to excel, not to access the Excel Add In application and make changes to the information from there

Best Regards

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Rahul Mohta 21,032 on at

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RE: Security Roles for Excel Add-in

with system user, the user should be able to open in Excel and also when they have edit/modify privilege

could you suggest and confirm the user privilege for the screen?

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Azeemuddin Chisty 80 on at

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RE: Security Roles for Excel Add-in

I faced similar issue. if Privilege "Open in Microsoft Office" or "SystemExportToExcelLimited" is modified to restrict then both Open in excel and Export to excel will disapear.

There is another way to hide the data entity for non administrative users is to select the "Hide entity" field on data entity list. but again it is not working as expected until 10.0.20 update.

As a workaround i created a new privilege and added the form data entities manually as deny, with this user do not have access to open in excel but have access to export to excel.

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