Add table permissions to existing Dataverse security roles

Introduction:

In Microsoft Power Platform, the Dataverse provides a robust data storage and management platform for building powerful business applications. As an App Maker, you have the responsibility to ensure that users have appropriate access to the tables within the Dataverse. In this article, we will explore how you can add table permissions to existing Dataverse security roles, allowing you to control who can read, write, delete, or share data within your app.

Understanding Dataverse Security Roles:

Before diving into adding table permissions, let’s briefly understand Dataverse security roles. Security roles define the level of access that users have to tables and records within the Dataverse environment. By default, Dataverse provides several pre-defined security roles, such as System Administrator, System Customizer, and End User. These roles can be customized or new roles can be created to suit your specific business needs.

Step 1: Access the Security Roles:

To begin adding table permissions, you need to access the Security Roles section within the Power Platform admin center. Follow these steps:

1. Sign in to the Power Platform admin center (https://admin.powerplatform.microsoft.com/) using your admin credentials.
2. Navigate to the “Environments” tab and select the desired environment where your app is located.
3. Under the “Security” section, click on “Security Roles.” This will display a list of all existing security roles for your environment.

Step 2: Edit an Existing Security Role:

Once you’ve accessed the Security Roles section, you can modify the permissions of an existing role. Here’s how:

1. Identify the security role that you want to modify and click on its name.
2. On the Security Role page, you’ll see various tabs like “Business Management,” “Custom Entities,” and “Miscellaneous Privileges” that define different aspects of access.
3. To manage table permissions, select the “Custom Entities” tab. This tab lists all the entities (tables) within your Dataverse environment.

Step 3: Add Table Permissions:

Now that you’re on the “Custom Entities” tab, you can grant table permissions to the selected security role. Follow these steps:

1. In the “Custom Entities” tab, click “Add Existing” to add table permissions for the role.
2. A dialog box will appear, displaying a list of entities (tables) available in your environment. Select the table(s) for which you want to grant permissions and click “Add.”
3. After adding the entities, you can define the specific permissions for each table. These permissions include “Create,” “Read,” “Write,” “Delete,” and “Share.” Check the desired checkboxes to grant permissions accordingly.
4. If you want to ensure that these permissions apply to all associated records, enable the “Append To” privilege checkbox.
5. Once you have set the necessary permissions for the table(s), click “OK” to save your changes.

Step 4: Publish the Changes:

After adding table permissions to the security role, you need to publish the changes to make them effective. Follow these final steps:

1. On the Security Role page, click on “Save” to save your modifications.
2. Once saved, click on “Publish” to publish the changes and make them effective.

Conclusion:

Controlling table permissions within the Dataverse is crucial for ensuring data security and maintaining proper access controls. By following the steps outlined in this article, you can add table permissions to existing Dataverse security roles, granting or restricting access to specific tables based on your app’s requirements. Remember to save and publish your changes for them to take effect. With this knowledge, you can confidently manage your app’s data permissions and enhance the security of your Power Platform applications.