dv-security

name	dv-security
description	Security-role assignment, user access, application users, business units, and admin self-elevation in Dataverse environments. Use when the user wants to give someone access, grant a role, become an admin, or add a service principal.

Skill: Security — Role Assignment and Self-Elevation

This skill uses first-party CLIs — PAC CLI for role changes, Dataverse CLI to verify. Do NOT write Python scripts for role operations.

Preview Before Running

Role grants and self-elevate are destructive (they change security posture and are logged to Purview). Before running, preview the action in plain prose — target user, role, environment(s) — using placeholders (<ENV_URL>, <USER_EMAIL>) for anything unknown, and ask for confirmation and missing values in the same turn. Skip the raw pac admin block; the user shouldn't have to read CLI syntax to approve a security change.

Key principle: the user should be able to evaluate what's about to happen from your first response. A bare "which environment?" fails that test; a one-line prose preview passes it.

Examples

Assign role (user given, env missing):

• ❌ "Which environment should I target?"
• ✅ "I'll assign System Administrator to [e-mail] on <ENV_URL>. Confirm to proceed and provide the target environment URL (or 'all' to list and batch)."

Admin access across all environments:

• ❌ "Please provide your email address."
• ✅ "I'll list your environments, then assign System Administrator in parallel on each one for <YOUR_UPN>. If assign-user fails on any environment, I'll fall back to self-elevate (logged to Purview) for that one. Confirm to proceed and provide your UPN."

Skill boundaries

Need	Use instead
Create or modify tables, columns, relationships	dv-metadata
Manage org settings, audit, bulk delete, retention	dv-admin
Query or read records	dv-query
Write, update, or delete records	dv-data
Tenant-level governance (DLP, env lifecycle)	pac admin --help

Prerequisites

• PAC CLI installed and authenticated (pac auth create)
• System Administrator role in target environment (or Global/PP/D365 Admin for self-elevate)
• Active auth profile: pac auth list
• Headless / restricted-egress hosts: SDK handles role / user / business-unit ops; service principal for PAC-only ops; verify egress with python scripts/auth.py --check. See dv-connect/references/headless-hosts.md.

---

Assign a Security Role to a User

pac admin assign-user --user <email-or-object-id> --role "System Administrator" --environment <url>

Arguments

Argument	Alias	Required	Description
--user	-u	Yes	User email (UPN) or Azure AD object ID
--role	-r	Yes	Security role name (e.g., System Administrator, Basic User)
--environment	-env	Yes	Target environment URL or ID
--application-user	-au	No	Treat user as an application user (service principal)
--business-unit	-bu	No	Business unit ID. Defaults to the caller's business unit

---

Verify the assignment — exit code 0 is not proof

pac admin assign-user exits 0 even when it fails (unresolved environment, wrong role name, unknown user). Never treat a clean exit as success.

1. Read the output, not just the exit code. A failed run still exits 0 but prints an error (environment ... not found, role ... does not exist). Stop if the output contains an error.
2. Confirm against the exact --environment you used — do not re-resolve or shorten it; a different id silently "succeeds" on the wrong org. Query the user's roles with a Dataverse CLI read:

# Resolve the user's systemuserid, then list their assigned roles.
# --context carries plugin/skill/agent attribution on the managed CLI call.
dataverse api request --target dataverse --method GET \
  --path "/api/data/v9.2/systemusers?%24select=systemuserid&%24filter=internalemailaddress eq '[e-mail]'" \
  --environment <same-url-as-assign> \
  --context "app=dataverse-skills/<ver>;skill=dv-security;agent=<agent>"
dataverse api request --target dataverse --method GET \
  --path "/api/data/v9.2/systemusers(<systemuserid>)/systemuserroles_association?%24select=name" \
  --environment <same-url-as-assign> \
  --context "app=dataverse-skills/<ver>;skill=dv-security;agent=<agent>"

If the first query returns no row, the sign-in identity may live on domainname (the AAD UPN) rather than internalemailaddress (Primary Email) — retry with %24filter=domainname eq '<upn>', or azureactivedirectoryobjectid eq '<objectid>' when you assigned by object id. A missing row is not proof the grant failed.

If the target role is absent, the assignment did not take — re-run, read the output, or fall back to self-elevate.

---

Batch Workflow: Assign Role Across Multiple Environments

Run in parallel — never sequentially:

Step 1: pac admin list                                              -> Get all environments
Step 2: Filter by type if needed (e.g., Developer, Sandbox)        -> Identify targets
Step 3: Confirm with user — show list of target environments
Step 4: Run ALL assignments in a single bash call:

pac admin assign-user --user [e-mail] --role "System Administrator" --environment https://dev1.crm.dynamics.com &
pac admin assign-user --user [e-mail] --role "System Administrator" --environment https://dev2.crm.dynamics.com &
pac admin assign-user --user [e-mail] --role "System Administrator" --environment https://dev3.crm.dynamics.com &
wait

Step 5: Verify each landed (exit 0 is not proof — see above), then report ("Assigned + verified on 3/3 environments")

Important: Always confirm which environments will be affected before assigning roles, and verify each assignment landed — a clean exit code does not prove success.

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Tenant Admin Self-Elevation (Fallback)

Self-elevation is materially different from assigning a role to another user. pac admin assign-user <other> grants privilege to someone else; pac admin self-elevate grants privilege to the caller. The risk profile and audit posture are different, so the confirmation protocol is stricter.

If pac admin assign-user fails with "user has not been assigned any roles", use:

pac admin self-elevate --environment https://myorg.crm.dynamics.com

• Requires Global Admin, Power Platform Admin, or Dynamics 365 Admin
• All elevations are logged to Microsoft Purview
• Uses the active auth profile if --environment is omitted

Self-elevation confirmation protocol (stricter than assign-user)

Before running pac admin self-elevate, the agent MUST:

1. State the risk explicitly. Include this wording (or equivalent) in the pre-run summary:

   "This grants YOU System Administrator on <env>. The action is logged to Microsoft Purview with your identity and timestamp."

2. Capture a reason. Ask for a one-line reason — ticket ID, incident number, or a free-form note such as "dev sandbox access — no ticket". Echo the reason back in the pre-run summary so the user sees what will be on the record.
3. Wait for an explicit confirmation AFTER the user has seen both (1) and (2). Do NOT accept a bare "yes" given before the risk statement and reason are on screen.
4. Do NOT silently fall back. If pac admin assign-user fails, surface the failure first, then offer self-elevate with this protocol — never chain them automatically.

Flow: Always try pac admin assign-user first. admin self-elevate is the documented fallback, gated by the protocol above.

CLI fallback: If pac admin self-elevate errors out, self-elevate manually via Power Platform Admin Center → select the environment → Access → System Administrator role. All elevations are still logged to Purview. (In PAC CLI 2.6.4 the command fails with bolt.authentication.http.AuthenticatedClientException / ApiVersionInvalid because the CLI sends an empty api-version= to the backend.)

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Safety Rules

• Always confirm before assigning System Administrator role
• Show the list of target environments before batch operations
• Self-elevation is logged and auditable — warn the user