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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / view record owned by m...
Customer experience | Sales, Customer Insights,...
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view record owned by me and my reporting structure

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Posted on by Dhasara Devi G N 356

Hi,

User 1 and User 2 are from same BU and both have security role that has read and write at user level for a custom entity "Timesheet" and "time entries"

User 1 is assigned as manager for User 2 and hierarchy security is enabled with manager hierarchy and depth 3

When User 2 submits a timesheet, User 1 is expected to view User 2's records as he is the manager.

Issue: User 1 cannot view User 2's record. Can you please suggest how this can be fixed?

Thank you,

I have the same question (0)
  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hello,

    One solution is to create a separate role for "Manager" and set read privilege for "Timesheet" entity to "Business Unit".

    Another option - automate sharing of timesheet records with the "Manager".

  • Dhasara Devi G N Profile Picture
    Dhasara Devi G N 356 on at

    Hi Andrew, does enabling manager hierarchy not give read and edit access to the manager for all his reportee irrespective of read at user level? Thanks!

  • a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    I haven't worked with that functionality so I can't guide you here.

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,119 Moderator on at

    Hi Devi Gana,

    Can you please read the article: Hierarchy security - Power Platform | Microsoft Learn and verify your configurations? 

    If I answer your question then please mark it as verified.

    Let me know if I can provide you with more details.

    Thanks
    Regards,

    Abdul Wahab
    Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
    Direct/WhatsApp:+923323281237
    E-mail: abdulwahabubit@outlook.com
    Skype: abdul.wahabubit
    Linkedin: www.linkedin.com/.../

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