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I want to implement Manager level Hierarchical in power app portal

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Posted on by 2

Security not achieved manager level of hierarchy .wants logged in users shows there own data or hierarchy level of data in power app portal.

Sales Representative    (1st level)
        |
Sales Manager             (2nd level)

        |

VP Sales                       (3rd level)


Here Sales Representative like 1st level to see data both sales manager and VP Sales and VP sales see their own data only and  Manager want to see VP Sales data but not achieved.so please help me out what is the best way to achieved manager level of hierarchy.

I created account relationship between contact and account so contact can only attached in single account at a time.

 

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  • Christian Leverenz Profile Picture
    1,214 on at

    Hi @kapilsaratkar ,

    this sounds to me like using parental scoping for tablepermissions could be an option.

    General description auf authorization is here: https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/entity-permissions-studio , note that the parental version is only available in the dataverse, not in the makerportal (yet 🙂 )

    The story is a little bit like this: The user gets access to "her/his" records. Additionally, the upper user are assigned via a relationship the allowed records for that contact. And additionally a third level is also applied to the manager role via the second level.

     

    But be careful: i think, the parental accessrights end up in linked-entity expressions in the resulting fetch. So, if you have too many of them, the fetch might fail syntactically (had this a few times)

     

    Another approach could be to have an m-n relation between the contact (which are the users) and use that relation as one parent-child relation to the data to be reached. Of course, you would have to write some sort of flow or plugin to maintain that relation, but this approach is very straight forward. I use that one, if the rules what to apply become a little bit more complicated (only accounts which have more tha one million revenue and which are within 100km of a salesrep is for example hard to solve via out-of-the-box stuff 🙂 )

     

    Hope this helps a little bit and points in the right direction,

      Christian

  • kapilsaratkar Profile Picture
    2 on at

    Please Give me solution

    Example we have one grid which have    name(text) ,designation(text) ,account(lookup)


    created 2 accounts 1 for Level 1 for admin and another for other users who see  their own data .

    create table permission 1 for admin user and another for other users than i created 2 web role 
    1st for those users who connect with accounts relationship  and another one for contact users which is directly assign users .now I want to try to show data which associate with different account for level 2 users which is not achieved  .example we have to region 
                 
                    account 1                                                               account2 
    region 1                    region 2                                               for admin
     |         |                       |          |
    grp1   grp2              grp3     grp4
    |          |                       |            |
    data1  data2             data3    data4



    how to create permission for Sales Manager (2nd level) who see data of region 1 and region 2.



     

     

     

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