Microsoft Dynamics CRM (Archived)

Make record read only for for direct reports in hierarchy model

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Posted on by Siddique mahsud

I have three user e.g A, B and C
I have implemented hierarchy model with depth 3.

Hierarchy is A >> B >> C.

Each user has following roles for Service Request entity.

I have created a service request record "record 1" and assign it to user A - Then user "A" assign it user "B".

As per my testing and reading some articles.

User "A" edit/read records of user "B" & User "A" cannot edit records of User "C". This is fact and it is functionally of hierarchy model.

But I want User "A" should not able to edit user "B" records, he should just read those records assigned to "B". I achieve this by giving user level create privileges - But at the same time I don't allow these user to create new records.

Any help please..

Thanks in Advance!

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ashlega 34,475 on at

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RE: Make record read only for for direct reports in hierarchy model

Hi,

I believe if you don't want the "manager" to have write access to the direct report data, you should not be using hirerarchy security.

Instead, you might, for example, reorganize the business units.. There could be a manager BU, and, under that one, a regular user BU. Regular users would have a role permitting access to their own records. Manager user would be placed in the manager BU, and would be assigned a role permitting access in the Bu and children BU-s
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prt33k 6,907 on at

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RE: Make record read only for for direct reports in hierarchy model

Hi,

Your current design should work as expected.

If A is in position 3, B in position 2 and A in position 1.

All user get to read all record as the security role is org level.

A cannot edit record owned by B or C

B can edit record owned by A not C

C can edit record owned by B not A

Since you have not given create priv, user wont be able to create record. What exactly are you asking for?