Customer Engagement & Dynamics CRM Forum

Where can I get the list of predefined security roles for 9.0 Customer Engagement on-prem?

#CustomerEngagement #Security #Admin

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Allison Briden
Business Systems Analyst
Energy Trust of Oregon
Portland OR
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I spent a little google time and couldn't come up with one either. I know the settings can change quite a bit even between minor releases and service packs, so your best bet may be just to spin up a new instance on a test box with the exact build you're interested in. We are in the on line version, but have a practice of using our own custom security roles and never rely on or make mods to the pre-defined OOB roles.

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Jeff Woodard
Chief Technical Officer
Transportation Financial Services, Inc.
West Palm Beach FL
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Original Message:
Sent: Jun 29, 2022 11:57 AM
From: Allison Briden
Subject: Where to get List of predefined Security Roles for 9.0 Customer Engagement On-prem?

Where can I get the list of predefined security roles for 9.0 Customer Engagement on-prem?

#CustomerEngagement #Security #Admin

​​​​​​

------------------------------
Allison Briden
Business Systems Analyst
Energy Trust of Oregon
Portland OR
------------------------------

Thanks for looking into this, Jeff! We also use custom Security Roles for all our users; I wanted to see what are the permissions granted to the Basic User because there may be new permissions I'll need to add to our existing roles. We don't have resources to spin up a test box so I can't see what's new until we run the upgrade.

------------------------------
Allison Briden
Business Systems Analyst
Energy Trust of Oregon
Portland OR
------------------------------

Original Message:
Sent: Jun 30, 2022 09:08 AM
From: Jeff Woodard
Subject: Where to get List of predefined Security Roles for 9.0 Customer Engagement On-prem?

I spent a little google time and couldn't come up with one either. I know the settings can change quite a bit even between minor releases and service packs, so your best bet may be just to spin up a new instance on a test box with the exact build you're interested in. We are in the on line version, but have a practice of using our own custom security roles and never rely on or make mods to the pre-defined OOB roles.

------------------------------
Jeff Woodard
Chief Technical Officer
Transportation Financial Services, Inc.
West Palm Beach FL

Original Message:
Sent: Jun 29, 2022 11:57 AM
From: Allison Briden
Subject: Where to get List of predefined Security Roles for 9.0 Customer Engagement On-prem?

Where can I get the list of predefined security roles for 9.0 Customer Engagement on-prem?

#CustomerEngagement #Security #Admin

​​​​​​

------------------------------
Allison Briden
Business Systems Analyst
Energy Trust of Oregon
Portland OR
------------------------------

Role Comparator within the XrmToolBox allows you to view differences between roles.

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Corey Hickman
The Davey Tree Expert Company
Kent OH
------------------------------

Original Message:
Sent: Jun 30, 2022 03:19 PM
From: Allison Briden
Subject: Where to get List of predefined Security Roles for 9.0 Customer Engagement On-prem?

Thanks for looking into this, Jeff! We also use custom Security Roles for all our users; I wanted to see what are the permissions granted to the Basic User because there may be new permissions I'll need to add to our existing roles. We don't have resources to spin up a test box so I can't see what's new until we run the upgrade.

------------------------------
Allison Briden
Business Systems Analyst
Energy Trust of Oregon
Portland OR

Original Message:
Sent: Jun 30, 2022 09:08 AM
From: Jeff Woodard
Subject: Where to get List of predefined Security Roles for 9.0 Customer Engagement On-prem?

I spent a little google time and couldn't come up with one either. I know the settings can change quite a bit even between minor releases and service packs, so your best bet may be just to spin up a new instance on a test box with the exact build you're interested in. We are in the on line version, but have a practice of using our own custom security roles and never rely on or make mods to the pre-defined OOB roles.

------------------------------
Jeff Woodard
Chief Technical Officer
Transportation Financial Services, Inc.
West Palm Beach FL

Original Message:
Sent: Jun 29, 2022 11:57 AM
From: Allison Briden
Subject: Where to get List of predefined Security Roles for 9.0 Customer Engagement On-prem?

Where can I get the list of predefined security roles for 9.0 Customer Engagement on-prem?

#CustomerEngagement #Security #Admin

​​​​​​

------------------------------
Allison Briden
Business Systems Analyst
Energy Trust of Oregon
Portland OR
------------------------------

If you're looking to compare your custom security role to the OOB Basic User role, you can use the XRMToolBox: DotCy Toolbox Security Role Compare Tool or the Role Comparator. These work pretty well. My only issue with these is that you can't export a report but other than that, I think it will give you what you are looking for.

Hope this helps,
Chrys

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Chrys Wilkinson
CRM Analyst
VA
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Original Message:
Sent: Jul 01, 2022 09:57 AM
From: Corey Hickman
Subject: Where to get List of predefined Security Roles for 9.0 Customer Engagement On-prem?

Role Comparator within the XrmToolBox allows you to view differences between roles.

------------------------------
Corey Hickman
The Davey Tree Expert Company
Kent OH

Original Message:
Sent: Jun 30, 2022 03:19 PM
From: Allison Briden
Subject: Where to get List of predefined Security Roles for 9.0 Customer Engagement On-prem?

Thanks for looking into this, Jeff! We also use custom Security Roles for all our users; I wanted to see what are the permissions granted to the Basic User because there may be new permissions I'll need to add to our existing roles. We don't have resources to spin up a test box so I can't see what's new until we run the upgrade.

------------------------------
Allison Briden
Business Systems Analyst
Energy Trust of Oregon
Portland OR

Original Message:
Sent: Jun 30, 2022 09:08 AM
From: Jeff Woodard
Subject: Where to get List of predefined Security Roles for 9.0 Customer Engagement On-prem?

I spent a little google time and couldn't come up with one either. I know the settings can change quite a bit even between minor releases and service packs, so your best bet may be just to spin up a new instance on a test box with the exact build you're interested in. We are in the on line version, but have a practice of using our own custom security roles and never rely on or make mods to the pre-defined OOB roles.

------------------------------
Jeff Woodard
Chief Technical Officer
Transportation Financial Services, Inc.
West Palm Beach FL

Original Message:
Sent: Jun 29, 2022 11:57 AM
From: Allison Briden
Subject: Where to get List of predefined Security Roles for 9.0 Customer Engagement On-prem?

Where can I get the list of predefined security roles for 9.0 Customer Engagement on-prem?

#CustomerEngagement #Security #Admin

​​​​​​

------------------------------
Allison Briden
Business Systems Analyst
Energy Trust of Oregon
Portland OR
------------------------------