Solved: Configure Team as Access Team member

Configure Team as Access Team member

Goal:

I'd like to add Teams to an Access Team. I figure this is possible since Teams can have security roles, like Users.

Reason:

Departments in my org sometimes collaborate fully on a project, and everyone in each department needs to access a record owned by the primary department. Adding a whole department-full of users to the access team is tedious.

Also, I don't assign any individual security roles. I very much like governing by groups, which are created according to department or role within the company. Adding Teams to an Access Team is a natural extension of this methodology.

Where I'm stuck:

Adding a relationship from the Teams table to itself does not give me the same options for creating an access team subgrid as the team:user relationship.

How I think the current access teams work:

Business Unit A owns record 1 and grants access to Users who are added to an automatically generated team. B has user Jake and John, C has use Susan.

Business Unit B owns record 2 and grants access to business unit C default team.

All in one table, the present access team arrangement should look something like this if all in one table:

Project Board Record	Owning Business Unit	Access Team (Team)	User
1	A	projectboard1_guid	Jake
1	A	projectboard1_guid	John
1	A	projectboard1_guid	Susan
2	B	projectboard2_guid	Susan

I see the following relationships:

Project Board : Access Team (Team) (1:N)
Access Team (Team) : User (1:N)

When adding an access team linked subgrid to a form, I select the Users table and then the Associated Record Team Members view. This brings about the "Team Template" option.

So this subgrid allows you to select Users and places them into a Team, which is then associated with the Project Board record.

Beautiful.

How I want the access teams to work:

Business Unit A owns record 1 and grants access to Users and to the default team for business unit C. Team B has users Jake and John, C has user Susan.

Project Board Record	Owning Business Unit	Access Team (Team)	User (User)	Team	User (Team)
1	A	projectboard1_guid	Jake
1	A	projectboard1_guid	John
1	A	projectboard1_guid		C	Susan
2	B	projectboard2_guid	Susan

This adds a couple relationships:

Access Team (Team) : Team : User (Team) (1:N:N)

This would allow for selecting a Team in a subgrid, which would then be added to an access team that is associated with a Project Board record. However, when I create this Team:Team relationship, I don't get the associated record view or Team Template option from the above screenshot (highlighted yellow).

I'd like to ask @dpoggemann, if you would, to please give a thought on this configuration. You have an incredibly solid understanding of relationships and system behavior, from all the posts I've seen you on, and I respect your opinion.

Categories:

Microsoft Dataverse

Tables

Entities

Hi @whyonearth ,

Access Teams do not support assigning "Owner Teams" to the records. Access Teams and their assignment are User based so you are truly identifying which Users are being assigned an appropriate Team Template to the record in Dataverse.

Examples are you could have two Access Team Templates associated with Table A where one might be that the users can Read and the other Access Team Template might provide capabilities to read / write the records.

The key thing that is different here is that the setup of the security is by record, not by overall team... This is why Access Teams are utilized as it is record level security. The same security profile can exist on multiple records with different users having security on each one.

If you want to have a conversation on options here, please direct message me and we can review and brainstorm....

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