Record Level Security Overview

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Hossein.K

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Record-level security builds on the restrictions enforced by roles. With roles, the
administrator restricts which menus, forms, and reports that members role can
access. Record-level security enables the administrator to restrict the data that is
shown in reports and on forms. Record-level security is typically used in the
following situations:

• Letting members of a Sales user group to see only the accounts they
manage.

• Prohibiting financial data from appearing on forms or reports for a
specific user group.

• Prohibiting account details or account IDs from appearing on forms
and reports for a specific user group.

• Restrict form and report data according to location or country/region.

CAUTION: Record level security is still in place in Microsoft Dynamics AX
2012. However, it will be depreciated in a future release. If you previously set up
record-level security filters, they will continue to be used. If you are setting up
new filters, we recommend that you create data security policies by using the
extensible data security framework.

Regards,
Hossein Karimi