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Unified client interface_Update Site Map - Hide Sales Navigation one particular security role

Posted on by 1,017

Hi,

We are in Unified Client Interface, Please advise how I can update the Site Map to hide the entire Sales Navigation to one particular security role?

Any help or steps is highly appreciated!

Thanks!

  • Suggested answer
    LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Unified client interface_Update Site Map - Hide Sales Navigation one particular security role

    Hi partner,

    If you mean you don't want a particular security role to see the Sales Hub in Navigation, you could go to Settings->My Apps->more->Manage Roles.

    pastedimage1566869795565v1.png 

    pastedimage1566869825872v2.png

    Here you could edit the permissions to Sales Hub app of different security roles.

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/manage-access-apps-security-roles

    Hope it helps.

    Best Regards,

    Leo

  • RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Unified client interface_Update Site Map - Hide Sales Navigation one particular security role

    Hi,

    I don't think anything changes for UCI with respect to sitemap so you can give this a try-

    https://community.dynamics.com/crm/b/razdynamicscrmconsultant/posts/creating-a-role-based-sitemap-navigation-in-dynamics-crm

    Hope this helps.

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