My Profile — User Guide
Overview
My Profile displays your Dataverse user account details, business unit information, and environment diagnostics for the currently connected environment. Use it to verify your authentication context and troubleshoot permission issues.
Prerequisites
- An active connection to a Dataverse environment
Getting Started
- Select My Profile from the sidebar
- The plugin loads your profile information automatically
Information Displayed
User Details
| Field | Description |
|---|---|
| Full name | Your Dataverse display name |
| Your internal email address | |
| User ID | Your Dataverse system user GUID |
| Access mode | Read-write, Administrative, or Non-interactive |
| License type | Your assigned license |
Business Unit
| Field | Description |
|---|---|
| Business unit name | The business unit your account belongs to |
| Business unit ID | The GUID of your business unit |
| Parent business unit | If applicable, the parent in the hierarchy |
Environment & System Info
| Field | Description |
|---|---|
| Environment URL | The Dataverse API base URL of the connected environment |
| Organization ID | The unique identifier of the organisation |
| Organisation name | The organisation friendly name |
Security Roles
The plugin lists all security roles assigned to your account:
- Directly assigned roles are listed with a "Direct" badge
- Team-inherited roles show the team name they originate from
Common Use Cases
Verify authentication context
If you are unsure which account is connected, My Profile shows the exact user and environment — useful when managing multiple connections.
Troubleshoot missing permissions
Compare your role list against the roles required for an operation. If a required role is missing, contact your Dataverse admin.
Check business unit assignment
Some record-level security is scoped to business units. Confirm you are in the correct unit if you cannot see expected records.
Confirm environment URL
Verify you are connected to the intended environment before running any write operations.
Tips
| Tip | Detail |
|---|---|
| Check roles before compare operations | Ensure you have read access to all tables you intend to query in other plugins |
| Multiple connections | Switch connections using the connection selector — My Profile updates to reflect the active connection |
Troubleshooting
| Problem | Resolution |
|---|---|
| Profile page is blank | Your token may have expired — switch to another connection and back to refresh |
| Roles list is empty | Your account may have access via AAD group assignment rather than direct role assignment — contact your admin |
| Wrong environment shown | Check the connection selector at the top of the sidebar and select the correct environment |