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 |