Entity Form access denied - Rishan Solutions

When you encounter an “Access Denied” error while trying to access an Entity Form in Power Pages, it generally means that the user does not have the necessary permissions or roles to interact with the form or the related data. This can be due to several reasons, including incorrect security settings, missing entity permissions, or misconfigured access roles.

Here’s a step-by-step guide to troubleshoot and resolve the “Access Denied” issue when working with Entity Forms in Power Pages:

Step 1: Verify Entity Permissions

The first thing to check when facing an “Access Denied” error is whether the appropriate Entity Permissions are set for the entity associated with the form.

A. Review Entity Permissions

Navigate to Portal Management > Entity Permissions.
Select the Entity Permissions record associated with the Entity Form.
Verify that the Entity associated with the form is listed, and that the Read and Create (or Write, if applicable) permissions are granted for the Web Role that should have access to the form.
Make sure that the Web Role linked to the Entity Permissions has the appropriate permissions set (e.g., Read, Create, Write, etc.).
If the form is intended to be accessed by Authenticated Users, ensure that Authenticated Users have the necessary Entity Permissions set.

Step 2: Check Web Role Permissions

Web Roles determine which users can interact with specific components of your portal, including Entity Forms. If the user is not assigned to the correct web role or lacks permission to access the form’s entity, an “Access Denied” error will occur.

A. Verify Web Role Configuration

Navigate to Portal Management > Web Roles.
Find and select the Web Role associated with the user that is facing the “Access Denied” error.
Under Entity Permissions, confirm that the Entity Form‘s entity is listed, and that the Read or Write permissions are granted to the appropriate web role. If the form involves submitting data, ensure that the Create and Write permissions are enabled.
Ensure that the web role associated with the user has sufficient permissions to view or interact with the Entity Form.
If needed, add or update the permissions for the web role so that it can interact with the entity associated with the form.

Step 3: Check the Entity Form Configuration

Incorrect configuration of the Entity Form itself can cause the “Access Denied” error. It’s important to ensure the form is configured correctly and associated with the right entity.

A. Review Entity Form Settings

Navigate to Portal Management > Entity Forms.
Select the Entity Form that is causing the access issue.
Verify that the Entity and Entity Form View are correctly associated with the form. Ensure that the form is targeting the correct entity and that it is available for users to access.
If the form includes a custom view or specific filters, ensure that the data being retrieved or displayed in the form does not restrict the user from seeing or interacting with it.

Step 4: Check User Permissions for the Data

If the Entity Form is trying to interact with data (for example, to create, edit, or view a record), the user needs to have the appropriate permissions to access that data.

A. Review Data Access and Ownership

Verify Record Ownership: Ensure that the records related to the entity are accessible by the user. If the records are owned by another user or have restricted access, the user may not be able to access the form.
Check Record Security: Ensure that the records are not restricted by security roles or record-sharing settings that might prevent access to certain users.
Ensure Proper Sharing: If records need to be shared with other users, ensure that the records are properly shared and accessible to the intended web role.

Step 5: Review Form Submission Settings

If the error occurs when submitting the form (i.e., Create, Update operations), it’s crucial to verify that the form’s configuration and the user’s permissions align properly.

A. Verify Form Submission Permissions

Navigate to Portal Management > Entity Forms and select the relevant form.
Check if the form is configured for Create or Update operations. If so, ensure that the user has the necessary Create or Write permissions for the entity.
If the user is expected to create new records or update existing records, ensure that the form is not restricted by a filter or security role that prevents this action.

Step 6: Check for Missing or Incorrect Web Role Associations

Sometimes, a user may not have the right Web Role assigned or the association to the Entity Form might be missing.

A. Check Web Role Assignments

Go to Portal Management > Users and locate the user facing the “Access Denied” issue.
Verify that the correct Web Role is assigned to the user.
Ensure that the Web Role includes access to the Entity Form and its associated data.

Step 7: Clear Cache and Refresh the Portal

Sometimes, changes in permissions or configurations don’t take effect immediately due to cached data in the portal.

A. Clear Cache

Navigate to Power Platform > Power Pages > Portals.
Select the portal in question and go to the Cache tab.
Click Clear Cache to refresh the portal and apply the latest changes.
After clearing the cache, try accessing the Entity Form again to see if the “Access Denied” error persists.

Step 8: Inspect Portal Logs

If you have followed all the steps above and the issue persists, you may want to review the portal’s error logs for additional insights into what might be causing the access denial.

A. Review Error Logs

Navigate to Power Platform > Portal Management > Audit Logs.
Review the logs for any security or permission-related errors that might be preventing access to the Entity Form.

Step 9: Test with a Different User or Role

Testing with a different user or role can help you identify if the issue is related to a specific user or role.

A. Test Access with Other Web Roles

Try accessing the Entity Form with a different web role (such as Administrator or System User) to check if the issue is specific to the current user’s role.
If the form works for another user, this indicates that the issue is related to the user’s web role or permissions.