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How I can Assigned Resources to Business Unit

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Posted on by Ashwini

In field service I have 5 users, each users have different BU
Now I have 3 Resources as type contact in my FS for each BU
when user log in to FS I want the user will able to see only resources which are belong to his BU on Schedule board
any suggestions please help
Thanks in advance..!

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eromerof 104 on at

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Hello!

You must assign the resource record to an user or team. And the user or team must be assigned to the corresponding business unit. Finally, you must configure the user with appropiate roles. More info here docs.microsoft.com/.../security-model

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LuHao 40,892 on at

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Hi Ashwini,

User visibility of resources is controlled by security roles.

In order that the user can only see the resources of his own business unit, the Read permission of the user's security role Bookable Resource sould be the Business Unit level.

Furthermore, you need to check if user's all security roles satisfy this condition, because the user's permissions are a collection of the security roles that he own.

For information on security roles, please refer to this document:

https://docs.microsoft.com/en-us/power-platform/admin/security-roles-privileges

https://crmbook.powerobjects.com/system-administration/business-administration/security-roles/

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LuHao 40,892 on at

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Hi Ashwini,

Please don't forget to click Yes under Did this answer your question? to close this thread.

Thanks. :)

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