Create a Read Only User

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Posted on by MayaD

Any advice on how to create a Read Only User?

I've got a security role which provides the user with Read only access but when I put them in the Business Unit/ Team they should be in, they inherit all the security access from the team which in this instance is undesirable.

I think maybe I've just been looking at this problem the wrong way.

Thanks

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Tina Silver 175 on at

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RE: Create a Read Only User

We used a different approach and gave our “read only” users a Team Member license and assigned the appropriate Ream Member security role (Sales Team Member for example) and then I took away the few create/write privileges that come with that role. The license is a lot cheaper too.
MayaD on at

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RE: Create a Read Only User

Oh what a shame we can't delegate read in Access Mode that would make life so much easier!. Thanks for the information. At least I wasn't missing anything and am on the right track.
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PerezAguiar on at

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RE: Create a Read Only User

Hi!

The AccessMode has 3 options: Read/Write, Administrative and Non-Interactive. The Read/Delegated administrator/Support access mode are related to specific roles (From Microsoft Support, Partners or API Access).

Your approach is quite good. But I would add a new layer:

you have a root Business unit, and a Team associated with this by default. If you assign a security role to this team/BU, everyone that is added to the enviroment will inherit such Security role. What you should aim, is that EVERYONE added by default, have this new&customized security role. Therefore, if users are added by "mistake", then the impact is reduced as they have only read access.

Then, you create a new Business Unit as a child, and move required users to this particular BU, and assign the appropriate security roles (Basic User, Sales person, Customer Service representative) that provides Create/Update/Delete permissions.

Regards
MayaD on at

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RE: Create a Read Only User

Oh, I worked it out. I had to go to Rich Text (*edit, I clearly worked this out before I saw your helpful advice. Thanks!)

Here is the values when I'm on the user table/ entity in Advanced Find

and this is what i see when I go to the user form
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Amit Katariya007 10,407 Super User 2025 Season 1 on at

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RE: Create a Read Only User

Just click on the "use rich formatting" then it will work.
MayaD on at

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RE: Create a Read Only User

I tried to but it wouldn't cut and paste! Is there a trick? or maybe my computer just hates me.
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Amit Katariya007 10,407 Super User 2025 Season 1 on at

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RE: Create a Read Only User

Can you share a screenshot about the Access Mode. Because I did not understood what you trying to say.
MayaD on at

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RE: Create a Read Only User

yes, this is what I have done but i was hoping for a more elegant solution. This inheriting security roles is great (until it's not).

Thank you for your response.

Do you know anything about the "Read" option located under "Access Mode". I can see it from the Advanced Find area, but when I go onto a users record I can't see the option to select it. I only see Administrative, Non-interactive and Read-Write
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Amit Katariya007 10,407 Super User 2025 Season 1 on at

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RE: Create a Read Only User

Either you can create a new security role which will be having only read permissions(Minimum permission for work) and remove the user from the team which is having the permissions, so that user will not inherit the role.

Else you can implement a new BU B which is having an team A. and this team will have read permissions. Now make sure you can add your user to this BU. and if user needs more permissions then you can change the new BU with old one.

dynamics-chronicles.com/.../deep-dive-security-roles-dynamics-365

www.inogic.com/.../