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Power Platform Community / Forums / Power Apps / Setting Up View Access...
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Setting Up View Access in a Hierarchical Dataverse Table Structure

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Posted on by 932 Super User 2024 Season 1

Hi All,

 

I'm working on creating a Dataverse table that will contain a significant number of rows. Each row will include a specific column designated for determining view access rights. This column will list individual names, and the primary requirement is to allow individuals to view only the rows pertaining to their name.

 

However, there's a hierarchical aspect to consider as well. For certain users, like managers, the need exists to view all data relevant to their team or department. Essentially, while most users should have access restricted to their specific data, some users (based on their role or position in the hierarchy) should be able to view data across multiple rows.

 

I'm seeking guidance or best practices on setting this up efficiently and securely within Dataverse. What are the recommended approaches or strategies to implement this kind of hierarchical, role-based access control?

 

Any insights or suggestions would be greatly appreciated.

 

Thanks in advance.

I have the same question (0)
  • SteRe Profile Picture
    254 on at

    Hi @HamidBee ,

     

    I'm not sure if I got you right, but if so you basically like to restrict which data of a specific entity can be seen by which user. Right? If so, check out security concept of the system. Maybe you'd like to grant "user read" permissions only but the managers might have "business unit" or "parent/child" permissions on read. 

     

    Or, as you wrote about view are you looking for an option to control which users / departments might be allowed to access specific views to an entity?

  • Jonathan Manrique Profile Picture
    2,695 on at

    Hi @SteRe 

     

    In this sense, you must establish the security model in order to be able to establish the display of the records. It is recommended that you can establish a hierarchy by business units that will allow higher level users to view those of lower level users. In this sense, it is important to evaluate the type of security role profile, it is most likely that you will have to work with more than one role, one at the user level and another at the business unit level.

     

    Conceptos de seguridad en Microsoft Dataverse - Power Platform | Microsoft Learn

     

     

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    If I have answered your question, please mark your post as Solved.
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    Follow me on Linkedin, I talk about Power Platform
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