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Session Id : EQbwv6q9yYmuCKTS09aV0U
Power Apps - Microsoft Dataverse
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What is the relation between Security Role and Business Unit?

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Posted on 7 Oct 2020 13:40:47 by

Hello,

 

I see that all security roles are associated with all the Business Units in the environment.

 

Can you please clarify, how that works and how the relation of Security role with Business Unit impacts to Users/Data?

 

Thanks,

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  • Hamish Sheild Profile Picture
    3,005 Most Valuable Professional on 07 Oct 2020 at 16:38:43
    Re: What is the relation between Security Role and Business Unit?

    Hi @dave8 

     

    This is easiest explained with an example.  Lets say you have the business unit structure below.  And let's say that User A is in Division A and User B is in Division B.  User A is the owner of Contact #1 and #2 which means they are in Division A, User B is the owner of Contact #3 which means it is in Division B.

     

    If User A has a security role with Business Unit level Read access on Contact. They would be able to see Contact #1 and #2 but not Contact #3.  However, if they have Organisation level Read access on Contac the would be able to see all of the Contacts.

     

    example-business-unit.png

    Most commonly, security roles are created for the root business unit and they propagate down to the child units.  However, you can create a security role in Division A only, which Division B would not have.

     

    I hope this helps.  Take a look at this article for more information.

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