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Hello Community, I have created an interactive dashboard for the case entity, however I would like to assign permissions so I can view specific records within the dashboard. All records will be displayed when an administrator logs in. We will, however, require a particular record when an agent logs in. Would it be possible for you to provide me with a solution to this problem?
Hi Mangesh Prajapati,
You need just to configure the security roles and assign the security roles to your teams and /or to your users
Then, you enable the security roles for your dashboard.
Tell us if you want that we share with you the steps to configure security roles
Hope that's helpful for you
Please mark the answer as verified if that's helpful
Regards,
Hi Partner,
What is the information/data mentioned here? --case records?
And what are the criteria to determine whether the information belongs to anyone? --the owner of the record?
If so, you can refer to my previous answer, try to edit read permission of case to 'User' level in the security role you want to assign:
Thank you for replaying. I have a request.
If I am an agent and I log in, the dashboard should show my information.
If you are also the agent and you log in, then the dashboard should show you the data.
Please Provide Solution For this.
Thank you for replaying. I have a request.
If I am an agent and I log in, the dashboard should show my information.
If you are also the agent and you log in, then the dashboard should show you the data.
Please Provide Solution For this.
Hi Mangesh,
According to your description, there are two main aspects of permission control that need to be set:
1.The user can see the dashboard you created.
--By default, all security roles have checked for new created dashboard, so you can assign any security roles to the user.
--Check it as following screenshots shown: Settings > Customization > Customize the system > Dashboard, click 'Enable Security Roles' button
2. Users only can see specific records not all records.
--If so, you need set correct permission of the case entity on the security role you need assign.
For example, user 'Read' permissions allow them to view only their own records.
Also, you mentioned that you want to assign security roles to the team.
If so, you need check the Member's privilege inheritance option, and set it to Direct User (Basic) access level and Team privileges:
When a security role with ‘Direct User (Basic) access level and Team Privileges’ is assigned to a team, the team member can create records they own and can access all records they or their team owns.
Yes,
That means that the dashboards will be visible to all users in the team
this means that dashboard will be visible to that users ???
Yes,
In this case, you need to assign a security role for you team.
And then assign the security role to your dashboard.
Hope that's helpful for yu.
Please mark answers as verified if that's helpful for you
Regards,
great can we do this with Teams
instead of assigning it to user can we assign it to Teams????
Hi Mangesh,
I think that you need to enable security roles for your dashboard,
Can you follow these steps :
1. Navigate to make.powerapps.com and then click on advanced settings as shown in the figure below :
2. Navigate to Customizations then click on Customize the system :
3. Navigate to entities>Expand the entity and then select dashboards
4. Select your dashboard and then click on the tool bar in enable security roles as shown in the figure below :
5. Select the security roles that you want
Click on Ok, then click on publish All customizations.
Hope that's helpful for you.
Please mark the answer as verified if that's helpful for you.
Regards,
Mohamed GRAIB.
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