How can I get all the security profiles created for an entity? Is there any API through which I can get the ids or any information about the security profiles which had been created for that entity?
I am able to get all the security roles that had been assigned to a particular user. I want to compare the security profile ids of an entity and the user. If they match, I will check if the security profile has given the user read access to the records found in that entity and the user will be given visibility access to the user.
if you just want to get this info for your reporting or overview, There is an XRM toolbox plugin called Entity security plugin
This will give you for an entity which security role has what access.
Related
We are doing lot of analysis around this but not getting solution for this requirement
Basically we want to fetch deeper details of Roles which includes Function Security Policies, Data Security Policies, Role Hierarchy of particular Role
Theses details we are easily getting from Oracle ERP Cloud UI in Security Console but we want to fetch these details from Rest/Soap API due to some of our business needs
We found one API which works great but gives us only basic info of Role
/hcmRestApi/scim/Roles/
Is there any way to get these details, this is becoming roadblock for us to use Oracle ERP cloud.
Thanks In Advance..!!
SCIM REST API you cannot get the function security policies, data security policies and role hierarchy of particular role but by running the "User And Role Access Audit Report" you can View all roles, privileges, and data security
You would have to run "Import User and Role Application Security Data process" to get data populated before running the "user and role access audit report"
So we have to go via Reporting
I wanted to know on which entities does an user have by default a read access initially when no security role is assigned to the user?
I wanted to know because any user who do not have any security role can still access case & accounts entity through advanced find! Is this expected behavior? If yes then is this documented any where?
All users must be assigned to at least one security role in order to have access to Dynamics 365. The security roles can be assigned to the user directly or to the access team he belongs to.
Can you double-check the security roles assigned to the user and verify team's security roles ?
The user has to have a security role assigned to get into CRM. Check existing teams to see if the user is a member of and also he/she will have access to the records shared to him/her. Which entities user can access to are based on the roles/team he/she has been assigned. Check role/team setting for details.
In Dynamics-365 crm, I want to grant read-write access request to an user of D-365 to a specific record of an entity if the user is not privileged with that privileges.
I did that by assigning some sort of security roles to that user. But I can't do that by modifying security role.
So how can I do that without assigning security role?
You can achieve the same share functionality in code using GrantAccessRequest, refer my another Stack Overflow answer for C# plugin example.
For web api, your org has to be greater than v9.0 as GrantAccess message was not available in web api till v8.2
Still to achieve this object based security model, you should give users privilege to read-write that entity records through role based security model. Without user having entity edit privilege in security role they cannot edit by getting record sharing.
Read more: Use record-based security to control access to records
If you do not wish to change/update your security Roles, then you can do so by sharing a particular Record with Either Team or User.Below 2 images will help you explain how to share a Record.
Now this process below is manual and you could achieve this process programmatically as well using C# i.e server side coding
Note:
If this solves your problem do mark this answer as solved.
I'm developing an application using Grails and Spring Security.
My wish is, when the user creates his account informing his company name, the app creates an entry in the company, role and user tables and relates that role and user with the company entry.
The role created will be like an administrator which has permission for do every thing. This user with that role can creates new roles specifying the permissions but all roles created should be only in the company scope, so those roles should not be available for users of others companies.
I've seen that the Spring Security has a feature called Requestmap which for each URL, the application can specify the roles which will have access.
I don't know if this is the best solution, because in my app the number of roles will increase at least as many as the number of user.
Do you guys have some advice of how to solve this problem?
Thank you for all.
You should have a look on Spring Security ACL plugin.
With this plugin you would be able to add permissions (like write or read permission) to certain users on certain domain models.
Have a look on example taken from documentation:
#Transactional
#PreAuthorize("hasPermission(#report, write) or " +
"hasPermission(#report, admin)")
Report updateReport(Report report, params) {
report.properties = params
report.save()
report
}
By using PreAuthorize annotation it is checked if user has write (or admin) permission on this certain Report entity.
We are trying to create a web application that can create Service Activity entities in CRM Online. The web application stalls out with the error "Principal team (Id=fee1cfb8-9e6e-e511-80e7-3863bb36ebd8, type=9) is missing prvReadActivity privilege (Id=650c14fe-3521-45fe-a000-84138688e45d)."
I have located the Security Roles area of CRM Online but I am unable to determine WHICH of the roles corresponds to prvReadActivity, and for which entity.
Does anyone know how to apply prvReadActivity privilege to a team?
Thank you everyone!
prvReadActivity is a privileges for read of the activity entities. Check out Security role UI to privilege mapping for a mapping.
A single security role can contain many privileges. If you open a security role on the core tab, at the top there should be a row for activity. So give your team a security role which contains access to the activity entity, try testing with system administrator to be sure as that has access to everything.