Advanced Security Roles Explorer
Advanced Security Roles Explorer is a Power Platform Tool Box (PPTB) plugin that gives you full visibility and control over your Dataverse security configuration. From a single interface you can inspect table privileges, assign or remove security roles for users and teams, and review high-level access statistics — without writing a line of code.
What can you do with this tool?
| Goal | Where to go |
|---|---|
| See which tables a role has access to | Edit Security Roles |
| Compare multiple roles for the same table | Edit Security Roles |
| Change privilege levels on a role | Edit Security Roles |
| Assign or remove a role for a user or team | Assign Security Roles |
| See every role a specific user holds | Assign Security Roles |
| Get an overview of user counts, role coverage, and teams | Security Dashboard |
Pages in this documentation
- Getting Started — Install the tool, connect to your environment, and learn how to navigate between pages.
- Edit Security Roles — Detailed guide to viewing and editing table privileges.
- Assign Security Roles — Step-by-step instructions for assigning and removing roles for users and teams.
- Security Dashboard — How to read the dashboard metrics and charts and export the data.
Quick start
- Open Power Platform Tool Box.
- Install Advanced Security Roles Explorer from the Tool Gallery.
- Open the tool — it connects automatically using your active PPTB connection.
- Use the three tabs at the top-right to switch between pages:
Edit security roles · Assign security roles · Security dashboard
See Getting Started for a full walkthrough.
Troubleshooting
| Symptom | Solution |
|---|---|
| Badge shows “Not connected” | Select a Dataverse connection in PPTB and reopen the tool |
| Privileges fail to load | Verify the signed-in account has Security Administrator or System Administrator rights |
| Changes do not appear after applying | Click Refresh to reload data from the server |
| A role is not listed | Enable the Unmanaged roles only toggle to show or hide managed (solution) roles |
Support
For bugs or feature requests, open an issue in this GitHub repository.