Most business or finance applications use roles to enforce rules around how a user accesses and leverages the information. For example, administrators can create roles that provide view-only access to specific data. That may include things like customer representatives who need to validate info received from a caller, or data processing clerks needing to enter information may be placed in a role that grants permission to make data updates.
Organizations can set up security roles that allow applications to perform certain functions depending on the requestor. It’s possible to configure .NET applications to use security roles to authorize access depending on role membership or a principal’s identity.
The use of security roles helps organizations enact and reinforce security policies designed to keep confidential data from being viewed by anyone without a valid business need. Security roles also aid in the enforcement of corporate governance and compliance requirements.
Security roles define the way users access records in a company system. Assigning users to more than one role expands the perimeters of their access. All security roles consist of two forms of privileges:
Administrators can set up varying access levels for privileges granted to each security role.
Users with specific permissions can override existing security roles for others. For example, someone who owns a record or has Share permission can make that information available to other team members or users in the organization, making this information viewable to even those who usually would not have sufficient levels of access. Once an admin grants those permissions, it’s not possible to remove them on an individual record basis. Any security role changes apply to all records of that type.
Administrators can grant permissions on a user or team basis. Individuals receive user privileges when they are directly assigned a role. They may also receive team privileges when they become a member of a given unit.
Administrators must set up an organizational structure designed to outline sensitive data protection while allowing collaboration among business units within an organization. Once that’s done, they can proceed with setting up and assigning security roles in Dynamics 365. Admins can also set up new security roles to align with business requirements or edit the permissions granted to current security roles.
Once an administrator has added new users to Dynamics 365, they can start assigning them to security roles.
Only individuals assigned to the role of System Administrator, System Customizer, or another role with the same permissions may set up new security roles.
It’s also possible for admins to create new security roles by using the Copy Role function.
One problem with the Copy Role function is that product updates can change security role privileges that make that new security role function improperly. One solution is to create a custom security role capable of dynamically changing after any updates.
Working with Dynamics 365 cloud security features can be challenging for many organizations. Internet eBusiness Solutions (IES) helps organizations work through the complexities of Dynamics 365 security role management and implement an infrastructure that meets the business's needs. Learn more about how IES can become a vital partner in optimizing Microsoft Dynamics 365 integrations by setting up a consultation with one of our team members.