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Restrict access to user records for other team members

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Posted on by chigivigi

There are two teams that have access to a custom entity, but they cannot see each other's records. A user is part of both teams. The user works sometimes with one team and sometimes with another and sometimes he is not part of any team. When the user creates a new record inside the custom entity, the team he is working with should be the only to have permissions to the record. The other team that he is not working with should not have permissions to the record.

I am working in an online trial environment. The company production environment is online.

How to restrict permissions to either team depending on who the user is working with at the time?

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Pradeep Rai 5,490 Super User 2024 Season 2 on at

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RE: Restrict access to user records for other team members

Hi,

try by using Access team template.

https://carldesouza.com/access-team-templates-dynamics-365/

Thanks,
Pradeep.
chigivigi 77 on at

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RE: Restrict access to user records for other team members

My problem is that the user is a member of both teams. The record will have the user as the owner, not the team. In that scenario how will I restrict access to the other team when the team is not the record owner, the user is?
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Community Member Microsoft Employee on at

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RE: Restrict access to user records for other team members

Hi chigivigi,

Maybe you need control access to records by business unit.

1. Set permissions to "Business Unit" for custom entity in security role:

2.Create two Business units, then add two teams into them separately.