Skip to main content

Notifications

Customer experience | Sales, Customer Insights,...
Suggested answer

Security roles

(0) ShareShare
ReportReport
Posted on by 16

there is an area of the system that for data protection purposes I need only the person completing the fields to be able to see the screens and their manager  - how would I achieve this, is it even possible 

thanks

dan 

  • muhammad tariq Profile Picture
    muhammad tariq 41 on at
    RE: Security roles

    Go to Adavance Setting Gear option

    Then Setting tab press

    Then Asign to Role According To your prefence

  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Security roles

    Hi Daniel,

    To control who can access restricted or sensitive data and resources and what they can do with them, assign users to security roles. 

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

    Each privilege has a menu that allows you to define its access level. Access levels determine how deep in the business unit hierarchy the user can perform the privilege.

    For common users, you can assign 'user' level privilege, which makes they can only see or operate records they own:

    For manager, you can assign higher privileges.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Congratulations to the January Top 10 leaders!

Check out the January community rock stars...

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,996 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,853 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans