Dynamics Community Forum Thread Details

Salesperson security role changing automatically

Hi!

We have assigned the standard security role "Salesperson" to our users.

We have made changes to the role to limit so users can not delete any accounts, even if they are the owner (We changed to None, The default setting is User):

After we made this change, we later on realised that the permissions was changed back to "User" instead of "None", without us doing any change.

We had a look in advanced search for when the security role was last modified and it said.

Last Modified: 2024-11-12 03:02

Changed by: SYSTEM

Does anyone know why the permissions for the role is changed back to the default setting by itself?

Thank you in advance!

Categories:

Dynamics 365 Sales

Hi,

It sounds like you're experiencing an issue where the Salesperson security role is automatically reverting the delete permission from "None" back to "User" without any manual changes. Here are a few possible reasons and solutions:

1. System Sync or Default Role Refresh

Dynamics 365 may automatically refresh certain security roles to their default settings during updates, especially if it’s a standard out-of-the-box role like "Salesperson." This can cause custom changes to revert. To prevent this, consider creating a custom security role based on the Salesperson role:

Go to Settings > Security > Security Roles.
Copy the Salesperson role to a new custom role.
Apply the necessary changes (e.g., setting Delete permission to "None").
Assign the custom role to users instead of the standard Salesperson role.

2. Solution Import or Deployment Overwrite

If you're working in a managed environment with multiple environments (e.g., Dev, Test, Prod), a solution import may overwrite security role settings. Check with your system admin to ensure no automated deployments or solution imports have reverted the changes.

3. Security Role Inheritance or Hierarchy Issues

Verify if any other roles or hierarchical security settings are influencing this role. Sometimes, permissions can be overridden if the user has multiple roles or if there is a team role hierarchy applied. Ensure no other security roles are conflicting with the Salesperson role permissions.

4. Automated Background Processes

Certain background processes or workflows may inadvertently modify security roles, particularly if they are tied to custom scripting or plugins. Check any workflows or plugins configured in your environment that could modify security roles or permissions.

5. Logging and Audit Trail

Since you noticed the change in the audit trail with "Changed by: SYSTEM," you can enable security role change auditing to track if there are any system jobs or specific events triggering the reversion. This may help identify the cause of the change.

Next Steps

Try creating a custom version of the Salesperson role with your specific permission settings and assign it to users.
If the issue persists, consult with your Dynamics 365 admin or Microsoft Support to investigate further.

Let me know if this helps or if you need additional assistance!

Best regards,

Nelson.

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