CRM 2011 – How to apply a security role to multiple users

sometimes when you create a new entity and access the system as Admin you forgot you need to change the security roles to add access to the new entity.

it can be quite a hassle to edit all the security roles to add the correct privileges to all the different security roles.  So you might find this tool useful – Role Updater for Microsoft Dynamic CRM 2011.  This tool and the other CRM 2011 tools shows the value of allowing developers to access values through code, they end up creating lots of free tools for you.

there is another way around this, you can create a new security role and then add this security role to the users you want to access the new entity or you might want to apply this security role to everyone.

I was in this scenario because I wanted to give everyone the new Activity feeds role but how can I give multiple users the same security role.

The answer is

Go to SETTINGS -> Administration -> Users

You will then see a list of users and at the top of the screen you can see a manage roles button

If you press the manage roles you can then select the security roles you want to give to all the selected users.

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6 thoughts on “CRM 2011 – How to apply a security role to multiple users

  1. Adam Vero November 4, 2011 / 4:11 pm

    Adding a new role and giving it to the right users is usually the best way, and that dialogue is the one to use to do this.
    Note however that it cannot be used to remove roles, it leaves existing roles unchanged so it is not so ideal if you want to swap a bunch of users from role A to role B.


  2. Matthias September 13, 2012 / 2:20 pm

    Has anybody an tool / idea how to remove roles for multiple users?


  3. Boris February 13, 2013 / 10:40 am

    Has anybody an idea how to do it with power shell??


  4. Mahesh Padekar May 12, 2016 / 10:28 am

    How to do this in JavaScript


    • Hosk May 12, 2016 / 10:29 am

      Why would you want to assign a security to multiple users using Javascript

      Liked by 1 person

  5. thetruthchecker June 8, 2018 / 1:08 am

    Is there any other way to get a list of users and have the “Manage Roles” button available? An Advanced Find on the Users entity does not provide this button. I need to be able to provide some power users with the ability to manage roles across multiple users without giving them access to the Security tile withing in Settings in CRM 2015. Thank you!


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