AppUser |
Supplier |
SystemUser |
Abby |
A |
Abby |
Bob |
B |
Bob |
My objective is
1) Create an Access Team for each Supplier record. I would have 2 access teams, Team A and Team B.
2) Then for any AppUser record assigned to the supplier, the associated systemuser record must be added to the Access Team. Abby should be added to Team A, Bob should be added to Team B.
3) Then for any Job record assigned to the supplier, the systemusers who are in the supplier's Access Team are allowed to read and write to the Job record. Abby can see Job 111 but not 222. Bob can see Job 222 but not 111.
I need to do all 3 automatically using Power Automate.
From what I've read, Access Teams are automatically created. But how does that happen? Before I read this, I'd already built a Power Automate Flow(*) that triggers on "When a row is added" in Supplier table to create an Access Team. However it reads like I shouldn't need this flow?
Next, I read that you need to use the Perform a Bound Action action to bound the systemuser record to ... something. But in all the examples I've seen, I can't reconcile it to what I have. The examples are using the Contacts and Accounts table, which I'm not using. Do I bind my systemuser record in the User table to the supplier record in the Supplier table? How does it know what access team the Supplier record is related to? Or is this what automatically creates the Access Team (if it doesn't already exist for the supplier)? What if I don't want to use automatically created Access Teams? How do I add members to an Access Team that I've manually created in the Power Platform Admin Center?
The examples also talk about Team Templates but what template? Where do I find one? I've looked at the Team table. The Access Team I created using the Power Automate Flow (mentioned above at (*)) doesn't have a Team Template ID.
After this, what do I do to get the Job records shared to the right members in the right access teams?