UserTeamRoleInspector 1.0.7

User/Team Role Inspector — XrmToolBox plugin

A read-only XrmToolBox plugin with two modes, switched via a Users | Teams toggle above the master list:

• User mode: pick a Dataverse user and see every security role they effectively hold — assigned straight to them (a Direct Assignment), or held because they're a member of a team that itself holds the role (a Team-Derived Assignment).
• Team mode: pick a team and see the roles associated straight to it, plus its member users.

Built for orgs on the modernized business units (matrix data-access) model, where a role's business unit is independent of the user's or team's own business unit — so each role row also shows the Role Business Unit it belongs to (and, for team-derived rows, the source team and its Team Business Unit).

Two Team-Derived Assignments for the same role via two different teams show as two distinct rows — nothing is collapsed. This tool never adds or removes anything; for bulk assign/remove of roles on teams or users, see the sibling Modernized BU Security Role Assigner plugin.

User mode

• Load / Refresh Users loads the user list; a text filter above it narrows by name or Business Unit, and a Hide disabled users checkbox (checked by default) excludes disabled users from the list. Both persist across reloads. Each row shows Name (Team: N, Direct: M) assignment counts.
• Selecting a user loads their detail card: name, Business Unit, a DISABLED badge for disabled users, and Direct / Team-Derived stat tiles.
• Grid | Tree toggle switches how the results are shown — switching never re-queries Dataverse, it just re-renders what's already loaded:
  • Grid (two stacked grids): Direct Assignments (Role, Role Business Unit) and Team-Derived Assignments (Role, Role Business Unit, Team, Team Business Unit).
  • Tree (default view on load, 3 levels): Direct Roles node, plus one node per source team → Role node → Role Business Unit: <name> leaf.

Team mode

• Load / Refresh Teams loads the team list; the same text filter narrows by name or Business Unit. Ignore Agent Teams is checked by default; when checked, teams whose description contains power virtual agents are excluded. Changing the checkbox reloads the team list. Each row shows Name (Roles: N, Members: M) counts.
• Selecting a team loads its detail card: name, Business Unit, and Roles / Members stat tiles.
• Results always show as two stacked grids (no tree — there's no nested source grouping to show): Team Roles (Role, Role Business Unit) and Team Members (Name, with a (disabled) suffix for disabled members).

Install

Install from XrmToolBox's Tool Library: search for "User/Team Role Inspector". To build and deploy from source instead, see Build/Deploy below.

Build

Requires Visual Studio 2022 (or dotnet SDK) with the .NET Framework 4.8 targeting pack and the .NET desktop development workload.

dotnet restore
dotnet build -c Release

Output: UserTeamRoleInspector\bin\Release\UserTeamRoleInspector.dll (plus UserTeamRoleInspector.Core.dll, which it depends on).

Deploy (from a source build)

Copy UserTeamRoleInspector.dll and UserTeamRoleInspector.Core.dll into the XrmToolBox plugins folder:

%AppData%\MscrmTools\XrmToolBox\Plugins

Don't copy the SDK / XrmToolBox assemblies from bin — the host already ships those, and copying them can cause version conflicts. Restart XrmToolBox; the plugin appears as User/Team Role Inspector.

Use

1. Open the plugin and connect to an environment.
2. Pick Users or Teams from the toggle above the master list (Users by default).
3. Click Load / Refresh Users (or Load / Refresh Teams, if you switched modes).
4. Optionally type in the filter box above the list to narrow by name or Business Unit. In User mode, disabled users are hidden by default; uncheck Hide disabled users to include them. In Team mode, Ignore Agent Teams is checked by default; uncheck it to include teams whose description contains power virtual agents.
5. Select a user or team — its detail card and results load automatically.
6. In User mode, read the detail card: name, Business Unit, a DISABLED badge if the user is disabled, and the Direct / Team-Derived stat tiles. Toggle Grid | Tree to switch how the results are shown; both reflect the same underlying data, so switching is instant and never re-queries Dataverse.
7. In Team mode, read the detail card: name, Business Unit, and the Roles / Members stat tiles, with the team's roles and member users shown as two grids.

Opened from the Role Assigner

This tool can also be opened for you, already pointed at a record. In the companion tool BU Matrix Security Role Assigner, selecting a team or user and clicking Inspect in Role Inspector hands it to this tool over XrmToolBox's message bus: this tool opens (or comes to the front) on the same connection, switches to Users or Teams to match, loads that list if it hasn't been loaded yet, and selects the record.

Because a leftover filter — or Hide disabled users, which is on by default — could be hiding the very row you asked for, both are cleared when a handoff arrives.

Terminology

See CONTEXT.md for the full glossary; the short version:

Files

License

MIT