Installation and Configuration

Download and install a solution from the Releases page.
Edit the form of the User or Team entity using the classic interface.
Add a field to the form.
- This can be an unused field, or a new field.
- The field can be any of the following field types:
  - Currency
  - DateAndTime.DateAndTime
  - DateAndTime.DateOnly
  - Decimal
  - Enum
  - FP
  - Lookup.Simple
  - Multiple
  - MultiSelectOptionSet
  - OptionSet
  - SingleLine.Email
  - SingleLine.Phone
  - SingleLine.Text
  - SingleLine.TextArea
  - SingleLine.Ticker
  - SingleLine.URL
  - TwoOptions
  - Whole.None
- Refer to Microsoft's PCF documentation page for more information about the above field types.
- The value of this field is not read or changed by the control, it is just used as a placeholder to give the control somewhere to render.
Open the properties of the field.
- Set the field to not display a label (Optional, but recommended).
- Open the Controls tab.
- Select Security Role Manager under the Add Control option.
- Configure the input properties for the control:
  - EntityId:
    - For systemuser, select the systemuserid field
    - For team, select the teamid field
  - EntityLogicalName:
    - Select Bind to a static value and type systemuser or team
  - BusinessUnit:
    - Select the businessunitid field
  - RoleNamesFilter (optional, added in v2.1.0):
    - If you would like to filter the list of roles that are shown on the form, enter the names of roles to be shown.
    - Select Bind to a static value, type each security role name on a new line. Using the maker portal will have a multi-line text box for updating the role names.
    - Note: The names must match with security role names. If roles are renamed elsewhere, they must be updated here also or the filtering will not pick up that role anymore.
  - RoleNamesFilterDelimiter (optional, added in v2.2.0):
    - If you need to specify the character used to separate RoleNamesFilter, provide the delimiter (otherwise a new line will be used).
    - Select Bind to a static value, type the character to use.
    - Note: Make sure that the character used to separate the role names does not exist in any of the security roles in your environment.
Save, Publish, Refresh the form.