web
You’re offline. This is a read only version of the page.
close
Skip to main content
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Restrict access from s...
Microsoft Dynamics CRM (Archived)

Restrict access from same team

(0) ShareShare
ReportReport
Posted on by AtulSharma 130

I have one team t1, which has m1, m2 and m3 members. Now I want to make sure that records created by m1 should not be visible to m2 and m3 and so on. i.e. records created by any member should NOT be visible to any other teammates. How to achieve this restriction?

*This post is locked for comments

I have the same question (0)
  • AtulSharma Profile Picture
    AtulSharma 130 on at
    RE: Restrict access from same team

    Thanks for confirmation Prashant, it was quick and big help for me...

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: Restrict access from same team

    yes this is correct but keep in mind if a record/account is owned by T1 or the account owner is T1 then M1 M2 M3 can see the account otherwise not

  • AtulSharma Profile Picture
    AtulSharma 130 on at
    RE: Restrict access from same team

    I am writing down my understanding of your suggestion, please confirm if this is correct.

    I have Security Role S1, Which has the privilege of Create, Read, Write, Delete, Assign, Share. I need to set this to "User Level". like this - 

    2450.aaa.png

    Then assign this Role S1 to a Team T1 and add M1, M2 and M3 to this.

    Please correct if it is wrong.

  • Verified answer
    PS Profile Picture
    PS 23,577 on at
    RE: Restrict access from same team

    Restrict the security role read privilege of Team T1 and Members M1,M2 & M3 to user level only.

    for e.g. you want T1 members to only see accounts/records/entity not to be visible to each other then check the security role account read privilege of each member and reduce it to 'user level'; do the same for T1's security role

  • Suggested answer
    ashlega Profile Picture
    ashlega 34,477 on at
    RE: Restrict access from same team

    Hi Atul,

     it's all about the roles you assign to the users directly or through team membership - not about whether those users are members of the team. If that team has no roles at all, it does not matter that you have 3 users in the team - they will get their permissions through the roles assigned to them directly (or through other teams).

     In other words.. If user m1 creates a record, and if m1 is still the "owner" of that record, you have to make sure user m2 does not have a role that somehow allows that user to see m1's records (and yes, m2 can get that role through team membership.. if the role is assigned to the team)

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Dynamics 365 Community Calls Return
Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft
Responsible AI policies for the Community

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Mansi Soni – Community Spotlight

We are honored to recognize Mansi Soni as our August 2025 Community…

Congratulations to the July Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
Community Member Profile Picture

Community Member 2

#2
Christoph Pock Profile Picture

Christoph Pock 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans