Assign user roles

  • 10 minutes

If you're a Dynamics 365 Guides admin, you can assign an Author or Operator role to users to limit what they can do in the apps. The following table describes the privileges that each role grants.

Role Description
Author Use the PC app and HoloLens app to create, edit, and operate guides. Users who have the Author role can also rename and deactivate existing guides.
Operator Use the HoloLens app to view and operate a guide. Users who have the Operator role can also save time by skipping the Select Mode dialog box when they open a guide.

Important

If you followed the instructions in the Set up Dynamics 365 Guides unit in this module, when you set up Dynamics 365 Guides, any users that you added were automatically assigned the Author role. You must explicitly assign the Operator role to specific users if you don't want them to have Author role privileges.

Prerequisites

Before you can modify user roles, the following prerequisites must be in place:

  • You have an active Dynamics 365 Guides license.
  • The latest Dynamics 365 Guides solution is installed.
  • You have access to Microsoft Power Platform admin center and have full administrator privileges.

Assign user roles

  1. Open the Microsoft Power Platform admin center, and sign in by using your administrator credentials.

  2. If the Environments page doesn't appear, select Environments in the left pane to open it.

  3. Select the environment that you want to work with, select the More environment actions (...) button, and then select Settings.

  4. Select Users + permissions to expand the list of options, and then select Users. If you're prompted to sign in to Dynamics 365, be sure to use your administrator credentials.

    Screenshot of Users and Permissions menu with Users selected.

  5. Perform one of these steps:

    • If the users are already in the list, skip ahead to step 6 to assign user roles.
    • If you must add one or more users, select Add user at the top of the page, enter the account details in the Add user dialog box, and then select Add.

    Note

    When you add a user in this way, you trigger synchronization. Therefore, the user is added to the instance within a few minutes.

  6. Select Manage users in Dynamics 365 at the top of the page.

  7. Select one or more users, and then select Manage Roles at the top of the page.

  8. In the Manage User Roles dialog box, make sure that the Microsoft Dataverse User check box is selected.

  9. Select the check box for the appropriate role for the selected users, and then select OK.

    Screenshot of the Manage user roles page, with Author and Operator check boxes.

Troubleshooting

If users don't appear on the Security page (Dynamics 365 > Settings > Security), in the Microsoft Power Platform admin center, select Add user. In the Add user dialog box, enter the account details, and then select Add. This operation triggers synchronization. Therefore, the user is added to the instance within a few minutes.