Configure Lifecycle Services (LCS) security

Security in Microsoft Dynamics Lifecycle Services (LCS) is controlled at both the organization level and the project level. Not all members of an organization have access to all projects. Additionally, the members of a project might not all be members of the same organization.

Currently, users can sign in by using the Microsoft Microsoft Entra credentials that they created in the Microsoft 365 portal when they signed up. Users who are administrators for their organization in Microsoft Entra ID will be administrators in Lifecycle Services (LCS).

Project-level access to LCS is by invitation. You can invite members of your organization to be project owners and team members. Additionally, you can invite users who aren't part of your organization, and who don't have accounts in Microsoft Entra to be team members.

Organizational roles

There are three types of organizational roles in LCS:

• Admin
• Contributor
• Delegated admin

Organization admin

At the organization or tenant level, anyone who has the Global Administrator role in Microsoft Entra ID automatically becomes an organization admin when they sign in to LCS. These admins can then promote other users who are currently contributors to admins. Admins have unique capabilities. For example, they can add themselves as a project owner to any project that is owned by their tenant, even if they weren't previously part of that project.

In addition, admins can create additional LCS implementation projects by following the steps in Create multiple LCS projects.

Organization contributor

Contributors are other users from your Microsoft Entra tenant, but they don't have admin capabilities. Contributors can create projects. They can also create the first implementation project if they are the first user of their tenant to sign in, and if they do so after the purchase of applicable finance and operations apps licenses.

Delegated admin

The delegated admin role is identical to the admin role, except the user is from a Microsoft partner tenant and has an established relationship with the customer organization. The delegated admin can sign in on behalf of the customer, and can perform required operations and provide required support.

Manage LCS organization users

Only an administrator can manage users. Follow these steps.

1. In PartnerSource Business Center (PSBC) or Microsoft Entra ID, associate all the users in your organization who require access to LCS with your organization. Users might have to wait up to two business days before they can sign in to LCS.
2. Add your users to the appropriate projects in LCS.

Invite a user to an LCS project

1. Sign in to LCS.
2. Select the project to add the user to.
3. Select Project users on the hamburger menu or the Project users tile, and then, on the Project users page, select the plus sign (+).
4. Enter the user’s email address, select the correct security role, and then select Invite.

Configuring project security

You can invite users from inside or outside your organization to join your project as users. The following table describes the roles that are available for users.

After you've configured security for one project, you can import the users to another project.

Configure implementation roles

If you have an implementation project, you will have the option to specify project user's implementation roles. For more information, see Roles in a Dynamics 365 implementation.