Security roles and dashboards in Dynamics CRM
When a dashboard is shared (for example, with a Read permission) with other users in
Dynamics CRM, the dashboard will be accessible by the those users, but the data in the
dashboard is still subject to the access rights defined by each user's assigned security roles.
As an example, there are two users in a system and User1 creates a dashboard that
contains Opportunity data. The dashboard is shared with User2, who does not have
any Read access for Opportunity data in Dynamics CRM. Although User2 can select the
shared dashboard from the list of user dashboards, the data contents of the dashboard will
be restricted from view (blank) because of their lack of permissions. User2 would need to
belong to a security role in Dynamics CRM that would grant them Read access rights for the
Opportunity entity to get any value from the dashboard.
When a dashboard is shared (for example, with a Read permission) with other users in
Dynamics CRM, the dashboard will be accessible by the those users, but the data in the
dashboard is still subject to the access rights defined by each user's assigned security roles.
As an example, there are two users in a system and User1 creates a dashboard that
contains Opportunity data. The dashboard is shared with User2, who does not have
any Read access for Opportunity data in Dynamics CRM. Although User2 can select the
shared dashboard from the list of user dashboards, the data contents of the dashboard will
be restricted from view (blank) because of their lack of permissions. User2 would need to
belong to a security role in Dynamics CRM that would grant them Read access rights for the
Opportunity entity to get any value from the dashboard.
No comments:
Post a Comment