Hi Christine,
This is not the most elegant solution, but if you have your list of users to update in excel, I believe the following will achieve what you need:
1. Identify a field on the user table that is not in use by your organisation, and is editable. For example, we do not use the "Other Address" fields, so we could use Other Address Street 1
2. Using the export & reimport mechanism, use your excel list to populate this field with a key value e.g. "Update"
3. Create your Advanced Find using this new data, so you can pull a list of only those which need updating
4. Bulk update the users
5. Clear the temporary data in your field using export & reimport again
Hope that helps,
Jo
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Jo Anslow
Dynamics 365 Technical Consultant
Granta Design
Cambridge
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Original Message:
Sent: Apr 01, 2022 04:03 PM
From: Laura Mortick
Subject: Identify users who do NOT have a certain security role
Hey Christine, yeah I tried that in the advanced find but since it is a one-to-many relationship where a person has many security roles that person still shows up when I say show me anyone who doesn't have the security role. And that's because they have other security roles.
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Laura Mortick
Marketing Information Systems Manager
Terracon
Olathe KS
Kansas City CRMUG Chapter Leader
Original Message:
Sent: Apr 01, 2022 03:58 PM
From: Christine Mounts
Subject: Identify users who do NOT have a certain security role
Hello- no the report is read only but you could go to Security-->Users and multi-select the user records, then click on 'manage role' to apply the security role you want to all the selected rows.
If we are talking about a huge number, create a personal view within Security-->Users with a filter of 'Security role' 'Does not equal' and whatever you are trying to exclude. Then you will have your list of users that need the role and can bulk select the record, then apply the role.
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Christine Mounts
University of Minnesota OCM-CTS
Minneapolis MN
Original Message:
Sent: Apr 01, 2022 03:34 PM
From: Laura Mortick
Subject: Identify users who do NOT have a certain security role
Christine,
From this report, can I select the users that need the additional role and add that role in bulk? Thanks!
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Laura Mortick
Marketing Information Systems Manager
Terracon
Olathe KS
Kansas City CRMUG Chapter Leader
Original Message:
Sent: Apr 01, 2022 03:29 PM
From: Christine Mounts
Subject: Identify users who do NOT have a certain security role
There is a system report called 'User Summary' that will show you the security roles as columns, the users as rows and a dot in each role that the person is assigned to. This is not the most beautiful report on the planet, but it will get you what you need.
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Christine Mounts
University of Minnesota OCM-CTS
Minneapolis MN
Original Message:
Sent: Mar 31, 2022 01:24 PM
From: Laura Mortick
Subject: Identify users who do NOT have a certain security role
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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