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If I create a security role that has read right for a custom entity, what would be an example of Organization level vs any other level?
Thanks
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Organization level allows any user in the system to read it,
Business Unit level allows any user in that specific business unit (but not users in other BUs in the same Org)
User level would mean only the record owner or people that record is shared with could read it.
So if:
Org (Corporate)
-> BU1 (USA)
-> BU2 (Canada)
Org level Canada and USA would see each others data. But Business Unit level they would not.
Does that answer your question?
Hi,
When you give organization level access READ /WRITE access to the entity and assigned user of that secturity role can view and update all the records no matter who owns.
If you give access READ /WRITE other than organization level which means you are giving access of only update and view only for
- Records owned by assigned security role user only (User level) ,
- Records owned by assigned security role users and the records those owned by user having same assigned security role users BU ( BU level).
- For BU and parent child BU level means all records in above two points and assigned security users business units and subordinate business units.
In summary when you are giving organization level access ,in that case there is no record level restriction but for other level you are restricting records to view and update.
Hi
Just wanted to add the following on top of what has been suggested by others.
Organization Level (Global) READ - This gives the user read access to all records in the organization, regardless of the business unit hierarchical level that the instance or the user belongs to
Parent : Child Business Units Level (Deep) READ - This gives the user read access to records in the user's business unit and all business units subordinate to the user's business unit
Business Unit Level (Local) READ - This gives the user read access to records in the user's business unit
User Level (Basic) READ - This gives the user read access to records that the user owns, objects that are shared with the user, and objects that are shared with a team that the user is a member of
None Selected : No access is allowed.
Please follow the link below to read more about it
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/security-roles-privileges
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