Assign Security Roles

Getting Started

Assign Security Roles

To access Duplicate Manager Features, users need certain permissions within the environment.

Duplicate Manager provides two pre-defined security roles:

  • Duplicate Manager Admin
    Grants access to the Duplicate Manager Power App, allowing the user to:
    • Create and modify entity configurations.
    • Start Jobs and view their results.
    • Manage the ignored records list.
    • Manage the app license.
  • Duplicate Manager User
    Does not provide access to the Duplicate Manager Power App itself, but it allows the user to fully use its functionalities within forms, including:

    • Use rules to detect duplicates.
    • View the duplicates of the currently opened record.
    • Open, ignore, delete or merge the duplicates.

System Administrators automatically have access to all Duplicate Manager features and do not need to be assigned additional security roles.

Required Permissions

For each entity configured in Duplicate Manager, users must have the following permissions:

  • Read permissions to detect and view duplicate records.
  • Read, Write, Append and Append To permissions to merge records.