Skip to main content

Notifications

Dynamics 365 Community / Forums / Field Service forum / In the schedule board ...
Field Service forum
Suggested answer

In the schedule board is there any possibility, manager can view their own resources forcast, he can't view other manager resource forcast ??

Posted on by 35

Hi,

In the schedule board is there any possibility, manager can view their own resources forcast in schedule board, he can't view other managers resource forcast in the schedule board ??

Thanks

India

  • Suggested answer
    Nya Profile Picture
    Nya 29,054 on at
    RE: In the schedule board is there any possibility, manager can view their own resources forcast, he can't view other manager resource forcast ??

    Hi,

    You can change the privilege of the security role for your managers.

    1. Go to Advanced Settings > Settings > Security > Users. Tick the user of your manager and Click the ‘MANAGE ROLES’ in the top to find the security role of the user.

     5822.png

    1. Go to Advanced Settings > Settings > Security > Security Roles.

     2185.png

    1. Find the security role of your manager and edit the privileges.

    Set the Read privileges of ‘Bookable Resource’ and ‘Bookable Resource Booking’ as User level.

     4186.png

    1. Assign bookable resources to certain managers and save it.

     4251.png

    After saving, the manager can only see the Resources whose ownership is the manager.

     1881.png

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

  • Suggested answer
    Al Iggs Profile Picture
    Al Iggs on at
    RE: In the schedule board is there any possibility, manager can view their own resources forcast, he can't view other manager resource forcast ??

    Have you looked at the standard security model, i.e. only giving manager's access to booking records (and maybe resource records) belonging to their team?

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

News and Announcements

Give Back to the Community this Month

Quick Links

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,802 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,133 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,154

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans