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Microsoft Dynamics 365 | Integration, Dataverse...
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Best Practices: Assigning Security Roles & privileges

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Posted on by 655

Hi,

we are right now redefining our Security Roles structure and I wondered what is the best practice to assign roles to users.

Our organization works with the following job descriptions:

Sales:

- Sales Manager

- Sales Clerk

Customer Service:

- Support Manager

- Support Clerk

Finance:

- Quote Backoffice

- Order Management

- Invoice Management

My idea now was to create a Team for each job description.

So e.g. there is one team: "Sales Clerks" and I assign the team all necessary security roles. And assign the members to that team. 

- Do I need to use the Team-based "Security Roles" or "Direct User" access levels for this to work?

- Is this a good idea? What are your solutions?

- It is certainly easier to just assign a new employee to a Team  than setting up security roles individually

- Should we use Azure AD Groups in any way?

- Any resources regarding this topic that I should read?

Thanks.

  • Ana Pereira Profile Picture
    on at
    RE: Best Practices: Assigning Security Roles & privileges

    Hi, 

    I think this documentation will assist you on your questions

    https://docs.microsoft.com/en-us/power-platform/admin/security-roles-privileges#team-members-privilege-inheritance

    Teresa

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