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Hi,
Is it possible to classify a case/casetype, so that a specific team only has access to this case/casetype? Some cases has sensetive information which would be good to hide from some users/teams.
Which possibilities are there, read about Access team, could that be something?
What's your tips?
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Hi There,
Looks like access team is not an option for us here. so if i understood you correctly , only a few users will be added by some super users to the form who can access apart from it no should access.
see below.
you could have utilized the access team very well if you have option to add users to the subgrid who should access the record rather hiding only from them. , I would still recommend this approach as its easy to manage. Put super users in higher business unit and assign the case record to one of them so that they can add users who can access record on the subgrid using access team template.
however - looks like requirement is different , i have another approach for which you would need to write javascript using some web api request.
1.Remove the access team template and subgrid from the form and add a normal system user subgrid on the form and add users for which you would like to restrict the access.
2. Create a javascript on the load of the form to check if current user(who is trying to acceess the record) exists on the subgrid. If exist --- hide all the sections on the form and put an alert ( "you are not authorized to access this record") something like that. otherwise just continue.
Hi again,
Now i have exact instructions,
Would like to lock a case for selected users, it can be different users each time. The record shouldn't be able to open for the users who have been selected. There will be two users who will assign/delete secrecy, any suggestions?
so whoever user you add to subgrid will get access to this record - idependent of the security.
now if others have access to this record , you can't prevent that. What you have to is put this record or assign to a user or team by which no one can access by default. Sorry if am not making any sense.
access teams are generally use to give access on record to user who doesnt have access to current record but in this scenario we rare dping other way around.
Yes, I've done that. But these security permission, what are they for? If i put a User in the Case form, where sub grid is, does it mean that only that user have access to this record? Or does it mean that everyone has it, + the user that is in the Access Team subgrid?
Thank you!
You have to actually define permissions on the access team template. you can find it in setting > security
https://www.quantacrm.com/2016/12/19/setup-access-teams-dynamics-365-crm/
https://www.powerobjects.com/2013/11/06/access-teams-in-dynamics-crm-2013/
Thank you for both of your feedback!
1. I"m trying right now with access teams, i have inserted a subgrid with the Access Team Template that i have created. And i can see it on the form, but what does this actually mean? I tried to go into a case with a normal user and it worked, shouldn't it be error, and based on which users i select in the Subgrid (Access Team) that have access to this specfic case? Or have i got it wrong?
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