How to Assign a Security Role to a Dataverse User
In part 3 of her series on Dataverse security, UG Expert, Kylie Kiser, explains how to assign a security role to a user in Dataverse.
This episode is sponsored by the AI Agent & Copilot Summit NA, taking place March 17-19, 2025 in San Diego, California.
Key Takeaways
- Security for test user: To assign a security role for testing, navigate to your environment list in the Admin profile, copy the URL, and open it in the test user’s profile. If the test user, who has a customer service license but no assigned security roles, tries to access the environment, they will receive an error message indicating that the action is not supported.
- Security for added user: To add a user and assign a security role, switch to the Administrator profile, search for the user in the environment, and manage their security roles. If the environment is linked to a security group, the user must be in that group to be added.
- Refine access: After assigning the customer service representative role to a user and saving the changes, the user should now have access to the environment and the Customer Service Hub. If everything is set up correctly, they can refine their access to other apps and tables as needed.
- Manage security access: To manage security, assign roles and teams in your Admin profile, then test access in your test profile. Remember to clear your cache and refresh often to ensure changes take effect, and note that users will only see tables they have permissions for.
AI Agent & Copilot Summit NA is an AI-first event to define the opportunities, impact, and outcomes possible with Microsoft Copilot for mid-market & enterprise companies. Register now to attend AI Copilot Summit in San Diego, CA from March 17-19, 2025.
