How to create and assign security roles to users in Power Platform Admin Center (PPAC)?
Introduction:
Ensuring that users have the appropriate access and permissions within your Power Platform environment is crucial for both security and efficiency. Security roles define what actions users can perform and what data they can access. In this blog, we’ll explore the process of creating a security role and assigning it to users in the Power Platform Admin Center. Whether you’re managing a small team or a large organization, mastering this process will help you maintain control over your environment while empowering users to perform their tasks effectively.
High level resolution steps
- Log In to the Power Platform Admin Center
- Select and Open the Environment.
- Create a New Security Role.
- Configure Table Access and Assign the Role.
Detailed resolution steps
Step 1: Log in to the Power Platform Admin Center using your admin credentials or an account that has access to the environments.
Step 2: Select and open the environment where you want to create the security role.
Step 3: Once in the environment, click on See all security to view the current security role details.
Step 4: Click on New Role to begin creating the new security role.
Step 5: Fill in the required information for the new security role:
- Role Name – This specifies the label of the role.
- Business Unit – This indicates the environment or legal entity to which the role belongs.
- Assign to Team – Select this option if the role will be assigned to a team.
After entering the details, click Save to create the role.
Step 6: Once the role is created, you will be directed to a screen where you can define table access for this specific role.
Step 7: Select the table for which you want to grant access and click on Permission Settings.
Step 8: In the Permission Settings, you will find various options to specify access levels. For this example, full access has been provided.
Step 9: After making your selections, click Save. A confirmation message will appear, indicating that the privileges for the table have been granted.
Step 10: Once the security role is created with the specified privileges, navigate back to the environment home page and click on Users – See all.
Step 11: Select the user you wish to assign the security role to and click on Manage security roles
Step 12: Choose the security role you want to assign to the user and click Save
Output
Upon clicking Save, the security role will be successfully added to the user
