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Modify The User Security Role and Add Users

The document outlines the steps for a System Administrator to create new users and assign licenses in Microsoft 365, as well as evaluate and create security roles in Microsoft Dataverse. It includes detailed instructions for adding users, assessing the Basic User security role, copying an existing security role, and creating a new security role for an application manager. The tasks involve navigating various admin portals and adjusting permissions for different roles and tables.

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suresh
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16 views2 pages

Modify The User Security Role and Add Users

The document outlines the steps for a System Administrator to create new users and assign licenses in Microsoft 365, as well as evaluate and create security roles in Microsoft Dataverse. It includes detailed instructions for adding users, assessing the Basic User security role, copying an existing security role, and creating a new security role for an application manager. The tasks involve navigating various admin portals and adjusting permissions for different roles and tables.

Uploaded by

suresh
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Working on Security

Scenario – You are working as a System Administrator. You have been asked to
add two new users and assign license to them. Create role by copying the
exiting role.

Task 1 – Create Users

In this task, you create users and assign licenses to them.

1. Navigate to <([Link]
2. Login with your admin user, if prompted.
3. Expand Users and select Active Users.
4. Click + Add a user.
5. Enter User for First Name and One for Last Name.
6. The Display Name will be populated for you.
7. Enter UserOne for User Name.
8. Uncheck the Automatically create password checkbox.
9. Enter practice\@1 for Password.
10. Uncheck the Require this user change their password… checkbox.
11. Select Next. Assign the Microsoft Power Apps Plan 2 Trial license.
12. Click Next. On the next page, click Next again. Finally, click Finish adding.
13. Click Close.
14. Repeat steps 4-16 for User Two.
15. Repeat steps 4-16 for Manager User.
16. Your new users should now be on the list of active users in Office.

Exercise 2 – Evaluate and Create Security Roles

Task 1 – Evaluate Security Role

In this task, you will evaluate the Basic User security role.

1. Navigate to [Link]
2. Select the Environments.
3. Select your Environment click Settings.
4. Expand the Users + Permissions section and select Security Roles.
5. Click to select the SalesPerson security role and click Edit.
6. Select the Core Records tab.
7. Select the Tables tab.
8. You will find that the SalesPerson security role doesn’t have access to any of the
custom tables you created. You can close this tab.

Task 2 – Copy from Existing Security Role

In this task, you will create a new security role by copying from the Microsoft Dataverse
User security role.

1. Click on the ellipses (…) for the SalesPerson security role and select Copy
2. Enter SalesPersonCopy for Name and click Copy.
3. The new security role will be created. Select the role, select edit, and your new
security role will open.
4. Select the Tables tab.
5. Locate the entity created and click on the Read access circle. The security role will
get User access to the table. Users with this security role will have Read privilege
to the rows owned by the user or are shared with the user.
6. On Read access, select Privilege Dropdown, select Business Unit access. Users
with this security role will get Read access to all rows owned by the business unit
the user belongs to.
7. Change the access levels and see the changes.

Task 3 – Create Security Role

In this task, you will create a new security role for the application manager.

1. Make sure you are still on the Roles window and click New role (you may need
to unselect any roles you have selected to see this option).
2. Enter Sales manager New for Role Name.
3. Locate the Leads table and click on the table. Change the Privileges to
organization level.
4. Locate the Opportunity table. Change the Privileges to organization level.
5. Locate the Email table and Change the Privileges to organization level.
6. Select the Core Records tab.
7. Click Save and Close.
8. Close the window.

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