With our Business Units created, the next thing we need to do is create Security Roles. Rather that go to the solution view, we will create the roles within the admin portal. Navigate to the same page as before – the environment our Miyagi-Do Dojo Membership solution is in. From there select Security Roles before clicking the + New role button from the top ribbon.
Why are we not adding the roles to the solution? Good question. The reason is that we want to attach roles to Business Units that are children of the default unit for the environment, and such roles cannot be added to a solution. This means that you have to recreate this manually in each environment, which is a bit of a pain indeed!
| Role Name | Business Unit |
|---|---|
| HQ Base | Default Business Unit |
| HQ Admin | Default Business Unit |
| HQ Readers | Default Business Unit |
| California Base | California |
| California Admin | California |
| California Readers | California |
| New Jersey Base | New Jersey |
| New Jersey Admin | New Jersey |
| New Jersey Readers | New Jersey |
Click on each Security Role in turn to set the permissions on the Contact table as follows:
| Role | Create | Read | Write | Delete | Append | Append to | Assign |
|---|---|---|---|---|---|---|---|
| HQ Base | None | Org | Org | None | None | None | Org |
| HQ Admin | Org | Org | Org | None | Org | Org | Org |
| HQ Readers | None | Org | None | None | None | None | None |
| Calif Base | None | Business Unit | Org | None | None | None | Org |
| Calif Admin | Org | Business Unit | Business Unit | None | Business Unit | Business Unit | None |
| Calif Readers | None | Business Unit | None | None | None | None | None |
| New J Base | None | Business Unit | Org | None | None | None | Org |
| New J Admin | Org | Business Unit | Business Unit | None | Business Unit | Business Unit | None |
| New J Readers | None | Business Unit | None | None | None | None | None |
Power Platform Pete 
Leave a comment