Concepts

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.

Answer the Questions in Comment Section

1. True/False: When adding table permissions to existing Dataverse security roles, changes are automatically applied to all instances of these roles.

Correct answer: False

2. Single select: Which option accurately describes the process of adding table permissions to existing Dataverse security roles?

  • a) Navigate to the Security Center and select the desired security role to modify.
  • b) Go to the Power Apps portal and select the Tables section for the desired environment.
  • c) Access the Microsoft 365 admin center and select the Security & Compliance section.
  • d) Use Windows PowerShell to run a specific command.

Correct answer: a) Navigate to the Security Center and select the desired security role to modify.

3. Multiple select: Which actions can be performed when modifying table permissions for a security role in Dataverse?

  • a) Grant access to all tables within the environment.
  • b) Restrict access to specific tables within the environment.
  • c) Define field-level security for individual tables.
  • d) Customize table permissions based on user attributes.
  • e) Enable or disable data export capabilities for the role.

Correct answers: b) Restrict access to specific tables within the environment.
c) Define field-level security for individual tables.
d) Customize table permissions based on user attributes.
e) Enable or disable data export capabilities for the role.

4. True/False: When adding table permissions to a security role, the changes are immediately visible to users with that role.

Correct answer: True

5. Single select: Which role can add table permissions to existing Dataverse security roles?

  • a) Global Administrator
  • b) System Administrator
  • c) Environment Maker
  • d) Data Analyst

Correct answer: b) System Administrator

6. True/False: Adding table permissions can only be done at the environment level in Dataverse.

Correct answer: False

7. Single select: What happens if a security role has conflicting table permissions at different levels within the environment?

  • a) The highest level permission takes precedence.
  • b) The lowest level permission takes precedence.
  • c) The system automatically resolves the conflict.
  • d) The user with conflicting permissions is denied access.

Correct answer: a) The highest level permission takes precedence.

8. Multiple select: Which methods can be used to assign table permissions to a security role?

  • a) Use the Power Platform Admin Center to select the role and specify table access.
  • b) Utilize the Microsoft 365 Admin Center to manage security roles and permissions.
  • c) Utilize the Microsoft Dataverse API to programmatically assign table permissions.
  • d) Use the Security Center in the Power Platform admin portal to configure table access.

Correct answers: a) Use the Power Platform Admin Center to select the role and specify table access.
c) Utilize the Microsoft Dataverse API to programmatically assign table permissions.
d) Use the Security Center in the Power Platform admin portal to configure table access.

9. True/False: Table permissions in Dataverse are inherited from the environment level to all child components.

Correct answer: True

10. Single select: What is the purpose of adding table permissions to existing Dataverse security roles?

  • a) To restrict access to specific tables for certain roles.
  • b) To grant full control over all tables within the environment.
  • c) To enable or disable data access for specific security roles.
  • d) To generate reports on table usage and access.

Correct answer: a) To restrict access to specific tables for certain roles.

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Priscilla Schmidt
6 months ago

How do I add table permissions to an existing security role in Dataverse?

Ehrenfried Fleischmann

Thanks for the clear instructions!

Lykke Storli
1 year ago

Does adding table permissions impact existing records?

Brendan Burton
10 months ago

Can I add custom permissions for a specific table only in Dataverse?

محمدپارسا قاسمی

Great post! Really helped clarify things for me.

Avery Mcguinness
1 year ago

I’m having trouble finding the table permissions settings. Any pointers?

Chad Fleming
11 months ago

Can I export these security roles along with their table permissions?

Christina Moore
10 months ago

What are the default permissions when creating a new table in Dataverse?

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