Access Security Roles

This XrmToolBox tool allows you to view the privileges of the selected security role for the selected tables and to export to Excel (developed by Roman Zinguer).

There is no out-of-the-box functionality available in Microsoft Dataverse to export the security roles for the documentation and taking screenshots for that purpose is quite cluttered since all tables are displayed and the image is not easily editable either. 

To document the privileges only for the tables used in the system, you can use this tool to filter the tables by solution and export into Excel.

• Tool Information
• Video Tutorial (from 6:48)
• Functionalities
• View the list of permissions (access privilege level) for the selected tables (entities) in the selected security roles (Fig. 1, Pt. 1)
• Filter the tables (entities) by solution (Fig. 1, Pt. 2)
• Filter the security roles by business unit (Fig. 1, Pt. 3)
• Export the list of privileges as shown in the tool UI into Excel (Fig. 1, Pt. 4)
• In different formats (Fig. 1, Pt. 7)
• One-page format (both entities and miscellaneous privileges in one sheet) (Fig. 2)
• Two-page format (miscellaneous privileges in a separate sheet) (Fig. 3)
• Multi-Tab by Entity (one sheet per table/entity) (Fig. 4)
• Multi-Tab by Role (one sheet per security role) (Fig. 5)
• With a compact label for privileges (O, BU, U, etc.) (Fig. 1, Pt. 8)(Fig. 5, Pt. 1)
• Additionally, the tool can
• Show the list of Users and Teams which has the selected security role in the specific business unit (currently not working in the latest version 1.2020.10.1) (Fig. 1, Pt. 5)
• Filter the privileges with a keyword (Fig. 1, Pt. 6)
• Similar Tool
• Entity Security Plugin
• Role Documenter

Fig. 1 - List of Permissions for the Selected Security Roles

Fig. 2 - One-page format

Fig. 3 - Two-page format

Fig. 4 - Multi-Tab by Entity

Fig. 5 - Multi-Tab by Role

This is part of the #TooLDR series where I test and review the tools for Power Platform. You can check out the information for the other tools on this page.