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How can I control who sees what Group under the Site Map? I have a security role for Approvers and they have a Group and I want to hide it from my Requestor User group. Is this possible?
Hello Myke,
That can be achieved by combining the logic of security role and site map customization.
Note: I suggest to use the "SiteMap Editor" from XRMToolBox instead of changing the "customizations.xml" file.
Hope this helps you.
Please mark the answer as verified if helpful. That will help others in future.
Hi,
I suppose you can consider creating an application for Approvers if it would make more sense in terms of requirements.
And also, you can have a look at this link: https://crmtipoftheday.com/226/its-a-privilege/
Regards,
Thank you so much Erhan. I didnt realize XRM had a tool for this. little quirky but works for me!
Thanks so much Torrado for the in-depth explanation - the XRM toolbox worked for me. little annoying that you cannot just specify a security role but it will do!
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