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How to create multiple security roles for one account and restrict access to other accounts

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Posted on by Kolla

Hi ,

I have multiple clients using customer service module and they have their own accounts created under account entity. each account will have two or more security roles required and the access should be restricted accordingly. below the example

Account/contact entity have client 1, client 2 , client 3

we should be able to create cases for each client - client 1 have case1 , case 2, case 3

client 2 have case1 , case2, case3

one is super user security role which will have access to all clients and cases that are available

now i want to create two or more security roles for each client one is client1 admin , client1 user

when client1 admin login , they should be able to see client 1 account/contact record and all the cases associated with client 1 and admin should be able to create users and change the security roles but should not be able to see other client records other than client 1

when client1 user login , they should be able to see only the cases that are relevant to that user but not all the cases associated with client 1 or other clients.

please can i have solution for this ?

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CRMJetty 3,512 on at

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RE: How to create multiple security roles for one account and restrict access to other accounts

Hello,

Pls refer this video,

https://www.youtube.com/watch?v=MW_GFaN_Pkg

https://www.youtube.com/watch?v=I1FvMyiPByk

I hope it helps,

Thanks.

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365

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HungPham 285 on at

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RE: How to create multiple security roles for one account and restrict access to other accounts

Hi Kolla,

I think you should create one Business Unit per client. Then you add client admin and client user to their BU.

In a BU, the client admin could change their security roles and assign other security roles to user.

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Nya 29,060 on at

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RE: How to create multiple security roles for one account and restrict access to other accounts

Hi,

You can set a client as a business unit.

Then set the privilege level of the entities as Local for the admin and Basic for the general users.

Please refer to the following documentation to know more details.

Security roles and privileges - Power Platform | Microsoft Docs

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Kolla 15 on at

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How to create multiple security roles for one account and restrict access to other accounts

Hi ,

I have multiple clients using customer service module and they have their own accounts created under account entity. each account will have two or more security roles required and the access should be restricted accordingly. below the example

Account/contact entity have client 1, client 2 , client 3

we should be able to create cases for each client - client 1 have case1 , case 2, case 3

client 2 have case1 , case2, case3

one is super user security role which will have access to all clients and cases that are available

now i want to create two or more security roles for each client one is client1 admin , client1 user

when client1 admin login , they should be able to see client 1 account/contact record and all the cases associated with client 1 and admin should be able to create users and change the security roles but should not be able to see other client records other than client 1

when client1 user login , they should be able to see only the cases that are relevant to that user but not all the cases associated with client 1 or other clients.

please can i have solution for this ?

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