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Note
Effective Nov 2020, some terminology in Common Data Service has been updated. For example, entity is now table and field is now column. Learn more
This article will be updated soon to reflect the latest terminology.
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Common Data Service uses a role-based security model to help secure access to the database. This topic explains how to create the security artifacts that you must have to help secure resources in an environment. Security roles can be used to configure environment-wide access to all resources in the environment, or to configure access to specific apps and data in the environment. Security roles control a user's access to an environment's resources through a set of access levels and permissions. The combination of access levels and permissions that are included in a specific security role governs the limitations on the user's view of apps and data, and on the user's interactions with that data.
An environment can have zero or one Common Data Service database. The process for assigning security roles for environments that have no Common Data Service database differs from that for an environment that does have a Common Data Service database.
Predefined security roles
Environments include predefined security roles that reflect common user tasks with access levels defined to match the security best-practice goal of providing access to the minimum amount of business data required to use the app.
These security roles can be assigned to the user, owner team and group team.
There is another set of security roles that is assigned to application users. Those security roles are installed by our services and cannot be updated.
*The scope of these privileges is global, unless specified otherwise.
Note
Assign security roles to users in an environment that has no Common Data Service database
A user who already has the Environment Admin role in the environment can take these steps.
Note
Roles can be assigned to owner teams and Azure AD group teams, in addition to individual users.
Mac Os Power UserAssign security roles to users in an environment that has a Common Data Service database
Security roles can be assigned to users or teams (including group teams). Before assigning a role to a user, verify that the user is present in the environment in Enabled status. Add the user to the environment or fix their status to become Enabled before assigning a role to them. You'll be able to assign a role as part of the process of adding the user.
In general, a security role can only be assigned to users who have Enabled status. But if you need to assign a security role to users in the Disabled state, you can do so by enabling allowRoleAssignmentOnDisabledUsers in OrgDBOrgSettings.
To add a security role to a team or a user who have Enabled status in an environment:
Create or configure a custom security role
If your app uses a custom entity, its privileges must be explicitly granted in a security role before your app can be used. You can either add these privileges in an existing security role or create a custom security role.
Note
Every security role must include a minimum set of privileges before it can be used. These are described later in this article.
Tip
The environment might maintain the records that can be used by multiple apps; therefore, you might need multiple security roles to access the data by using different privileges. For example:
For more information about access and scope privileges, see Security roles and privileges.
Minimum privileges to run an app
When you create a custom security role, you need to include a set of minimum privileges into the security role in order for a user to run an app. We've created a solution you can import that provides a security role that includes the required minimum privileges.
Start by downloading the solution from the Download Center: Common Data Service minimum privilege security role.
Then, follow these directions to import the solution: Import solutions.
When you import the solution, it creates the min prv apps use role, which you can copy (see: Create a security role by Copy Role). When the Copy Role process is completed, navigate to each tab--Core Records, Business Management, Customization, and so on—and set the appropriate privileges.
Important
You should try out the solution in a development environment before importing it into a production environment.
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