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Setting Security Roles at Records/Row level for Model driven app and Dataverse table

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Posted on by Saideep 70

Hi,

I have a model driven app with a table called "Players". I am looking to set up security/security roles for this in such a way that,

there are Users, Managers and Admins. 

Users: Should be able to create the records and view only the records they submitted and should not see the records submitted by others users.

Managers: Should be able to see records of all the users and fellow managers(Subordinates).

Admins: Should be able to see all the records that are submitted by everyone in the App.

 

Please can anyone help me in setting up this Security structure for a Model driven app/Dataverse table, what kind of Business Units are needed/created and how security roles should be assigned for the dataverse table to get that experience?

 

Thanks.

Categories:
Governance & administering
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  • Verified answer
    velegandla Profile Picture
    velegandla 204 Moderator on at

    @Saideep 

     

    You can use the default access levels available in Dataverse.

    Security roles and privileges - Power Platform | Microsoft Learn 

     

    Users:  Create a security role called "Users" with only Tables assigned to user-level access. 

     

    Managers: Create a security role called "Managers,." Access level can be set at the Business Unit. 

    Create a team and associate with a Business Unit. Add all the users that belong to the manager to that business Unit. This Team can be Microsoft Entra Group so that you can manage the hierarchy from Azure AD. 

    Teams in Dataverse - Power Platform | Microsoft Learn 

     

    Admins: Create a security role called "Admins".

    You can have a Team called "Admins" and grant the admin role with organization-level access. 

     

    Check the video below on how to implement it.

    https://www.youtube.com/watch?v=8UWSj-vvxzU&t=29s 

     

    ====================================================

    If this response helped you in any way, please give kudos by clicking the 'Thumbs Up'/'Like' button and/or marking it as an 'Accepted Solution'. This helps others by providing a quick way to identify likely solutions to their issues.

    https://www.linkedin.com/in/devendravelegandla/ 

     

  • Saideep Profile Picture
    Saideep 70 on at

    Hi @Velegandla ,

    Thanks for that Idea. It works !

     

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