Assigning menu items to roles

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It's possible to assign custom menu items to roles?

I mean, for instance i want grant access to myRole to certain menu items inside modules and to anotherRole grant access to another menu items inside the same module.

I have tried many things:

1. Creating cycles, duties and then privileges by going to system admin > security privileges > add > rich client , and assign them to roles. But when I'm adding the permissions I can't select all childs for an entry point so this becomes very difficult to perform.

2. By going to AOT, searching in menu items > displays and assigning them to privileges but this don't add all outputs and actions (I can visualize the display entry point but when i open it I can't see all buttons).

I have read about Security Development Tools but I don't have tried it.

Regards

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Community Member on at

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Create one Duty for each module witch will contain the specific menuItens and drag it to the role you want.

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Community Member on at

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How I can add all menu items corresponding to a module to a duty?

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Bashir Ahmad 5,248 on at

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it may help to resolve the issue

community.dynamics.com/.../87468

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Guy Terry 28,965 Moderator on at

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You need to add each menu item. It doesn't matter if it is display, output, or action menu item type, you need to add them to the privilege.

There is no way, that I've seen, to add all the menu items on a form to a privilege, just by adding the menu item for that form.

(Note - I have also not tried in the security tool that can be installed)

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André Arnaud de Cal... 303,679 Super User 2026 Season 1 on at

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The security development tool is able record the menu items by opening them in the client and you can then add them to a new or existing privilege.

Have a look at my blog with some tips related to this tool.

kaya-consulting.com/.../security-development-tool

Also Dick Wenning created a codeplex project where privileges can be created per menu item. privilegegenerator.codeplex.com

In this scenario I think the SDT would help you more.

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From what i've seen the SDT is my better option . I want try it but I'm afraid if maybe it can Affect my test environment ?

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André Arnaud de Cal... 303,679 Super User 2026 Season 1 on at

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The SDT is a set of objects initially installed without overlayering standard objects. Some parts of this tool will create additional coding in existing methods or will create menu items in the menus.

When you use the tool it will interact with the security elements in the AOT, just like the Security roles administration form or changing the objects in the AOT manually.

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One more question, I've downloaded 'Security Privilege generator'. It's an .xpo file, how can I add it?

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André Arnaud de Cal... 303,679 Super User 2026 Season 1 on at

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Hi Juan,

You can open the development workspace. There is a button to import xpo files. Or use the short cut CRTL+SHIFT+I. You can then import the objects. As far as I have seen this utility it will create a view and maintain privilege per menu item, regardless the menu item type. For reports it is not needed, then only one privilege with naming pattern 'generate' is usually created.

Nevertheless... it is a nice feature to further extend yourself if required.

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