USD User Security

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Unified Service Desk security is controlled through the Dynamics CRM application. You can read more about Dynamics CRM security in this post here.

Once USD is installed, you will see four new roles defined:

UIIAdministrator has the rights:

UIIAgent:

USD Administrator:

USD Agent:

To access USD, a user will need access to a combination of these security roles, such as:

  • UIIAgent and USD Agent
  • USD Administrator

If a user logs in and they do not have either USD role assigned, or they only have the UII roles assigned, they will get the message “You aren’t authorized to use the application. Contact your administrator to get access. The application will now exit.”:

Note once they are assigned access, they will still need access granted to the relevant roles to access the rest of CRM, or they may run into issues such as below:

 

ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI.

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