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Dataverse security setup - Business Units/Teams

Posted on 26 Nov 2024 11:03:46 by 2
Hi guys,
 
I need to setup a security model and I would appreciate some input and advice.
 
Here is my business case. I have a Model-Driven application with a custom table called "Affiliates" next to 20 other tables. We identified following user groups for our application:
  • Administrators
  • Corporate Team
  • Directors
  • Management
  • Employees
Each user group will have a different combination of permissions on the various tables, so a security role for each user group seems required.

In the "Affiliates" table we have records which can only be visible for people belonging to the following groups: Administrators, Corporate Team, Directors. This means that these records should not be visible to users who are part of Management or Employees. Other records should be visible to all users.
 
What would be the easiest way to achieve this?
 
Thanks!
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  • Suggested answer
    SaiRT14 Profile Picture
    SaiRT14 911 on 26 Nov 2024 at 20:24:29
    Dataverse security setup - Business Units/Teams
     
    setup a security model in a Model-Driven app that accommodates user groups with different permissions while enforcing record-level visibility for specific groups on the "Affiliates" table
     
    Role Create Read Write Delete Append Append To Notes
    Administrators âś“ âś“ âś“ âś“ âś“ âś“ Full access
    Corporate Team âś“ âś“ âś“ âś— âś“ âś“ Limited delete rights
    Directors âś— âś“ âś“ âś— âś“ âś“ Read & update only
    Management âś— Limited âś— âś— âś— âś— Cannot see restricted data
    Employees âś— Limited âś— âś— âś— âś— Cannot see restricted data
     
     
    Define Security Roles for User Groups, Set Up Ownership for "Affiliates" Table, Leverage Business Units and Use Team-Based Security.
     
    let me know if you need more details. 
  • Suggested answer
    KeithAtherton Profile Picture
    KeithAtherton 3,565 on 26 Nov 2024 at 16:39:23
    Dataverse security setup - Business Units/Teams
    Hey. You could try the following model:
    • Create security roles for each group, e.g. Administrators Role, Corporate Team Role, etc
    • Configure each security role as required, e.g.:
      • Administrators Role: Affiliates table has Read = Organisation, etc
      • Management Role: Affiliates table has Read = None, etc

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