Identify users who do NOT have a certain security role

Identify users who do NOT have a certain security roleFollow
Laura Mortick
Laura MortickMar 31, 2022 01:24 PM
We layer multiple security roles. Is it possible to identify users who do not have a certain role? We …
1. Identify users who do NOT have a certain security role

D365UG/CRMUG ALL STAR
Laura Mortick
Posted Mar 31, 2022 01:24 PM
Edited by Laura Mortick Mar 31, 2022 01:24 PM
We layer multiple security roles. Is it possible to identify users who do not have a certain role? We need to add the role to these users. We could identify them via a VLookup but there are 350 uses. We do not want to manually add the role and if i can create an advanced find, I can add them in bulk. Any suggestions? thanks!

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Laura Mortick
Marketing Information Systems Manager
Terracon
Olathe KS
Kansas City CRMUG Chapter Leader
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2. RE: Identify users who do NOT have a certain security role

SILVER CONTRIBUTOR
Cristall Amurao
Posted Mar 31, 2022 08:53 PM
Hi Laura,

Have you tried Advanced Find? Filter would be “Security Role does not contain data”
AdvancedFind

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Thanks,
Cristall Amurao
Solutions Architect
ON, Canada
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3. RE: Identify users who do NOT have a certain security role

D365UG/CRMUG ALL STAR
Laura Mortick
Posted Mar 31, 2022 09:07 PM
Hi @Cristall Amurao,
Thank you for your reply. We layer on multiple security roles. These people do have other security roles, just not this one. Since it is a one to many relationship, i am not sure it is possible through advanced find. Maybe something in the XRM Toolbox?

thanks, Laura​

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Laura Mortick
Marketing Information Systems Manager
Terracon
Olathe KS
Kansas City CRMUG Chapter Leader
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4. RE: Identify users who do NOT have a certain security role

SILVER CONTRIBUTOR
Cristall Amurao
Posted Mar 31, 2022 09:14 PM | view attached (0)
Hi Laura,

You can use Does Not Equal and select the specific role. It will give you all users that does not have that specific role.

Definitely a lot of tools in xrmtoolbox. It may give you better options there.

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Thanks,
Cristall Amurao
Solutions Architect
ON, Canada
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5. RE: Identify users who do NOT have a certain security role

D365UG/CRMUG ALL STAR
Laura Mortick
Posted Apr 01, 2022 08:48 AM
This will still show people who who have a role other than the one I need to add, who he is everyone. we already tried this. Why does it have to be so hard. Darn.

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Laura Mortick
Marketing Information Systems Manager
Terracon
Olathe KS
Kansas City CRMUG Chapter Leader
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6. RE: Identify users who do NOT have a certain security role

TOP CONTRIBUTOR
Ron Goetz
Posted Apr 01, 2022 09:15 AM
Hi Laura-
You’re right on concerning XRM. Try User Role Manager as it says it can do Bulk role changes.

Ron

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Ron Goetz
Application Support Analyst
Goddard Systems, Inc.
Freeport IL
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7. RE: Identify users who do NOT have a certain security role

Jason McAndrew
Posted Apr 01, 2022 02:57 AM
Hi Laura,

Another option is to go to Advanced Settings > Security > Users and then Run report.

There is a system report that will show you all roles assigned to your users. I’ve found this useful in the past.

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Jason McAndrew
D365 Admin / Dev
Sheffield, UK
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8. RE: Identify users who do NOT have a certain security role

D365UG/CRMUG ALL STAR
Laura Mortick
Posted Apr 01, 2022 08:50 AM
Jason, we do not have a report to run. Also, I want to create a view, so I can update the 350 people all at once, not individually. Any other ideas?

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Laura Mortick
Marketing Information Systems Manager
Terracon
Olathe KS
Kansas City CRMUG Chapter Leader
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