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Suggested answer

view record owned by me and my reporting structure

Posted on by 354

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,

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,068 Super User on at
    RE: view record owned by me and my reporting structure

    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/.../

  • a33ik Profile Picture
    a33ik 84,313 Super User on at
    RE: view record owned by me and my reporting structure

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

  • Dhasara Devi G N Profile Picture
    Dhasara Devi G N 354 on at
    RE: view record owned by me and my reporting structure

    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!

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,313 Super User on at
    RE: view record owned by me and my reporting structure

    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".

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