How to Test a Security Configuration
In part 7 of her series on Dataverse security, UG expert Kylie Kiser reviews how to test a security configuration.
This episode is sponsored by the AI Copilot Summit NA, taking place March 17-19, 2025 in San Diego, California.
Key Takeaways
- Removing existing security roles: After reviewing steps previously taken in this series, Kylie explains how to remove all access given to a user and then gradually add back the access created to test its functionality. She navigates to the team to manage those security roles further.
- Adding a base security role: Kylie uses the test user’s profile, which has no access, and updates the profile by adding the test role, which serves as the base role. Now, they have access through the security role that was added.
- Verifying additional permissions: While adding the elevated permission role, Kylie describes how the settings ensure that anytime a user is added to the team in the active directory, they will get assigned this role. With the additional permissions role applied, she saves the settings, refreshes the page, and confirms the access is set.
- Final verification: Kylie reviews each of the granted permissions under this custom role and the functionality available to users. She walks through how users can be aware of the changes that can be made to the admin profile and how to work with a test profile.
AI 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.
