Roles and privileges associated with experience profiles

Applies to: Dynamics 365 Contact Center—embedded, Dynamics 365 Contact Center—standalone, and Dynamics 365 Customer Service

The following roles are available:

  • App Profile Manager Administrator
  • App Profile User

If your organization uses custom roles, and you want a user with the custom role to manage app profiles, then you can assign the App Profile Manager Administrator role or manually add the privileges that pertain to the App Profile Manager Administrator role to the custom role.

Roles for Customer Service workspace

By default, the privileges that pertain to the App Profile User role are added to the Customer Service Representative and CSR Manager roles out of the box. You need to manually provide the App Profile Manager Administrator role to the user who creates app profiles, templates, productivity tools, and channel provider configurations.

Roles for Omnichannel for Customer Service

Out of the box, for the Omnichannel administrator role, the privileges that pertain to the App Profile Manager Administrator role are added. Out of the box, for the Omnichannel agent and Omnichannel supervisor roles, the privileges that pertain to the App Profile User role are added.

Roles and their privileges

The actions and privileges for the roles are as follows.

Role: App Profile Manager Administrator

The App Profile Manager Administrator has the following privileges.

Action Privileges
Read/Append user prvAppendUser
prvReadUser
Read/Assign role prvAssignRole
prvReadRole
Read/Write/Create/Delete channel provider prvWritemsdyn_channelprovider
prvReadmsdyn_channelprovider
prvDeletemsdyn_channelprovider
prvCreatemsdyn_channelprovider
Read/Write/Create/Delete/Append/Appendto application configuration prvReadmsdyn_appconfiguration
prvWritemsdyn_appconfiguration
prvCreatemsdyn_appconfiguration
prvDeletemsdyn_appconfiguration
prvAppendmsdyn_appconfiguration
prvAppendTomsdyn_appconfiguration
Read/Write/Create/Delete/Append/Appendto application extension prvCreatemsdyn_applicationextension
prvReadmsdyn_applicationextension
prvWritemsdyn_applicationextension
prvDeletemsdyn_applicationextension
prvAppendmsdyn_applicationextension
prvAppendTomsdyn_applicationextension
Read/Write/Create/Delete/Append/Appendto application tab template prvReadmsdyn_applicationtabtemplate
prvWritemsdyn_applicationtabtemplate
prvCreatemsdyn_applicationtabtemplate
prvDeletemsdyn_applicationtabtemplate
prvAppendmsdyn_applicationtabtemplate
prvAppendTomsdyn_applicationtabtemplate
Read/Write/Create/Delete/Append/Appendto notification field prvReadmsdyn_notificationfield
prvCreatemsdyn_notificationfield
prvWritemsdyn_notificationfield
prvDeletemsdyn_notificationfield
prvAppendmsdyn_notificationfield
prvAppendTomsdyn_notificationfield
Read/Write/Create/Delete/Append/Appendto notification template prvReadmsdyn_notificationtemplate
prvCreatemsdyn_notificationtemplate
prvWritemsdyn_notificationtemplate
prvDeletemsdyn_notificationtemplate
prvAppendmsdyn_notificationtemplate
prvAppendTomsdyn_notificationtemplate
Read/Write/Create/Delete/Append/Appendto session template prvReadmsdyn_sessiontemplate
prvCreatemsdyn_sessiontemplate
prvWritemsdyn_sessiontemplate
prvDeletemsdyn_sessiontemplate
prvAppendmsdyn_sessiontemplate
prvAppendTomsdyn_sessiontemplate
Read/Write/Create/Delete/Append/Appendto template parameter prvReadmsdyn_templateparameter
prvWritemsdyn_templateparameter
prvCreatemsdyn_templateparameter
prvDeletemsdyn_templateparameter
prvAppendmsdyn_templateparameter
prvAppendTomsdyn_templateparameter
Read/Write solution prvReadSolution
prvWriteSolution
Publish/Read/Write customization prvPublishCustomization
prvReadCustomization
prvWriteCustomization
Read/Write Query prvReadQuery
prvWriteQuery
Read saved query visualizations prvReadSavedQueryVisualizations
Read system form prvReadSystemForm
Write entity prvWriteEntity
Write attribute prvWriteAttribute
Write relationship prvWriteRelationship
Write/Read application module prvWriteAppModule
prvReadAppModule

Role: App Profile User

The App Profile User has the following privileges.

Action Privileges
Read application module prvReadAppModule
Read channel provider prvReadmsdyn_channelprovider
Read application configuration prvReadmsdyn_appconfiguration
Read application extension prvReadmsdyn_applicationextension
Read application tab template prvReadmsdyn_applicationtabtemplate
Read notification field prvReadmsdyn_notificationfield
Read notification template prvReadmsdyn_notificationtemplate
Read session template prvReadmsdyn_sessiontemplate
Read template parameter prvReadmsdyn_templateparameter
Read user prvReadUser
Read role prvReadRole
Read workflow prvReadWorkflow
Read productivity input parameter prvReadmsdyn_productivityactioninputparameter
Read productivity action output parameter prvReadmsdyn_productivityactionoutputparameter
Read input parameters prvReadmsdyn_inputparameters
Read productivity macro connector prvReadmsdyn_productivitymacroconnector
Read productivity parameter definition prvReadmsdyn_productivityparameterdefinition
Read designer options prvReadmsdyn_designeroptions
Read productivity macro action template prvReadmsdyn_productivitymacroactiontemplate
Read productivity macro solution configuration prvReadmsdyn_productivitymacrosolutionconfiguration
Create macro session prvCreatemsdyn_macrosession
Read macro session prvReadmsdyn_macrosession
Write macro session prvWritemsdyn_macrosession
Append to macro session prvAppendTomsdyn_macrosession
Append macro session prvAppendmsdyn_macrosession

Users and roles in Omnichannel for Customer Service