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home/Knowledge Base/DocumentsCorePack(DCP)/Control access to DocumentsCorePack templates via Dynamics 365 security roles

Control access to DocumentsCorePack templates via Dynamics 365 security roles

1057 views 0 Updated on July 8, 2022

In Dynamics 365, all DocumentsCorePack templates are stored as an attachment to a custom entity named DocumentsCorePack Template. Every record (row) of this entity (table) has the template attached. Upon installation, a custom security role is assigned to every user in Dynamics 365 (DocumentsCorePack Security Role). Among other privileges, this role provides access to DocumentsCorePack templates for every user.

The DocumentsCorePack security role

Figure 1: The DocumentsCorePack security role

Access to DocumentsCorePack template records
Figure 2: DocumentsCorePack security role – Access to templates

Using your own security to control access to templates

In order to control access to templates via your own security role you would have to unassign the DocumentsCorePack security role and provide access to the DocumentsCorePack templates entity as needed by modifying one of your existing roles or by creating a new role.

When doing so, you have to ensure that the following permissions are granted to all users.

Required permissions:

Plug-in Assembly: READ
Plug-in Type: READ
Sdk Message: READ
Sdk Message Processing Step: READ
Sdk Message Processing Step Image: READ

Mandatory security settings for running DocumentsCorePack

Figure 3: Permissions required for DocumentsCorePack

The following permission is necessary if you use DocumentsCorePack with the Dynamics 365 integrated SharePoint solution.

Document Location: READ

SharePoint security settings
Figure 4: Permissions required when working with SharePoint

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