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Microsoft Dynamics 365 | Integration, Dataverse...
Unanswered

Regarding Access to an entity

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Hello All,

I have created 4 accounts using User A. User A is the owner of this record. I have User B and user B has role B. This role B has access type "user" for the entity account. Business units for Both the Users are different. Still User B is able to access the records created by User A.

Please let me know whats the issue here.

Thanks,

Vijay

  • Community Member Profile Picture
    on at
    RE: Regarding Access to an entity

    If a Parent account is shared with the user, automatically all the child accounts and opportunity created using the parent account are shared with the user. Is there any way to stop this behavior.  Expected Behavior: If parent account is shared, only the parent account should be visible to the user and not the child accounts and opportunity related to that account.

  • Community Member Profile Picture
    on at
    RE: Regarding Access to an entity

    Thanks for the information.

  • RaviKashyap Profile Picture
    55,410 Moderator on at
    RE: Regarding Access to an entity

    Hi,

    If user b has user level right on account but still can see accounts owned by other users then user b must be inheriting the permissions from somewhere.

    Most probably the records are shared. You can isolate this by creating a new record and see if that also is visible.

    Other possibility is that user b is assigned to a team which has read access to those records.

    In short, you will have to figure this out by hit and trial method. Give the same role to other users and see if it is the same behaviour; check if this is only for few records. remove 7 assign role agan etc

    Hope this helps.

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