Implementing Hierarchical Security Model in Dataverse Database: Options and Benefits

Options for Establishing Hierarchical Security Model in Dataverse Database

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Question

You implement a hierarchical security model for the records access in the Dataverse database.

What are the two options that you can choose from to establish the hierarchy security?

Answers

Explanations

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A. B. C. D. E.

Correct Answers: A and E

Dataverse provides the following security models: business units, security roles, and hierarchical security.

Hierarchical security is based on who reports to whom.

According to this model, the user can have read and write access to the data that people who report to the user have access to.

And the reportees have access to the data of people who report to them, etc.

You need to enable the security model and select one of the options: Manager - this is based on the manager field on each user record that specifies the user's manager.

Position - this role is based on a position field that is assigned to the user.

You can access the Hierarchy Security options from the Power Platform admin center/Environments/Settings/Users + permissions menu.

[4 Save and Close Discard Hierarchy Security Configure hierarchy security, including enabling hierarchy modeling and selecting the model. You can also specify how deep the hierarchy goes, and specify the entities to exclude from a hierarchy. Turn on Hierarchy Modeling Enable Hierarchy Modeling @ Select Hierarchy Model @ Manager Hierarchy © Custom Position Hierarchy @ Configure Configure Hierarchy Depth 3 Select entities to exclude from the hierarchy Available Entities Excluded Entities Account Action Card Activity Ad Placement Add > AI Builder Dataset AI Builder Dataset File etemove AI Builder Dataset Record AI Builder Datasets Container AI Builder File

All other options are incorrect.

For more information about the Dataverse hierarchical security model, please visit the below URL:

In the context of the Dataverse database, a hierarchical security model is a way to grant users access to records based on their position or role in a defined hierarchy. The two options that you can choose from to establish the hierarchy security are:

A. Position: With this option, access to records is granted based on the user's position in the hierarchy. The hierarchy is defined by creating a hierarchical structure of positions, and then granting access to records based on the position of the user in the hierarchy. For example, a user with a position of "Manager" may have access to records for all employees below them in the hierarchy.

B. Manager: With this option, access to records is granted based on the user's manager. In this case, the hierarchy is defined by specifying the manager for each user, and then granting access to records based on the user's manager. For example, a user may only have access to records for the employees that they manage.

It is important to note that both options are not mutually exclusive and can be used in combination with other criteria such as roles and teams to fine-tune access control to records. The choice of which option to use depends on the specific requirements of the organization and the structure of the hierarchy they want to define.

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