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PowerApps Portal: Dynamics 365 security permission to access Portal Management

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Hello Community,

When setting up a PowerApps Portal with a Dynamics 365 instance, we get the Portal Management app in Dynamics 365. My understanding is that a Dynamics 365 Enterprise license (i.e. Dynamics 365 Sales Enterprise) is required + having the system admin security role in Dynamics 365 in order to configure the portal, and to access the Portal Management area.

If I have a user with the Dynamics 365 Sales Enterprise license, but doesn't have the system admin security role in Dynamics 365, what security role permissions would be required for the user to see the Portal Management app so that the user can make changes to the web pages, entity forms, web roles, etc. Is this only restricted to system admin security role in Dynamics 365, or can this work for other security roles with some added permissions? And if yes, what kind of security role permissions would be required?

Any insights would be appreciated.

Thank you!

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Power Apps portals

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v-bofeng-msft on at

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Hi @Anonymous :
As a user in Common Data Service, if you do not have appropriate privileges on portal entities, you might see errors such as “You do not have access to view solutions in this environment.” or “You do not have access to view Website in this environment”. It is recommended that you are in a System Administrator security role in the corresponding Common Data Service database.
I think this link will help you a lot:
https://docs.microsoft.com/en-us/powerapps/maker/portals/manage-existing-portals#share-with-internal-users
Best Regards,
Bof

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Christian Leverenz 1,214 on at

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Hi @Anonymous ,
when it's only about translations, you could also declare a portal user (aka contact) as an administrator of the portal and then the translatiuons could be done via font side editing.
This doesn't cover anything but may help in terms of translations or page content.

Have fun,
Christian

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oliver.rodrigues 9,368 Most Valuable Professional on at

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You can just create your custom Security Role and assign to your users
https://docs.microsoft.com/en-us/power-platform/admin/security-roles-privileges#:~:text=A%20security%20role%20defines%20how,can%20have%20multiple%20security%20roles.

a few tips for you:
to view all Portal entities from your environment, you can open XrmToolBox/Portal Records Mover, once you click Load Items it will show you all portal entity names, so it help you when creating your security role
if you want to give some users access to change content, but let's say not change the configuration, you can create multiple forms for that portal entity, leaving one form as the original, and the other one with just the fields the user can change, and then define Form Level Security: http://shaikhd365.blogspot.com/2018/10/form-level-security-in-dynamics-crm.html#:~:text=Form%20Level%20Security%20In%20Dynamics%20CRM,-Form%20Level%20Security&text=Form%20level%20security%20used%20to,only%20for%20some%20security%20roles.&text=Click%20on%20Entity%20Form%20%3D%3E%20Select,you%20want%20to%20perform%20Security.
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