Question: In Dataverse, Power Apps. I want to create Security Roles. I have tables - Auditors, Customers, Customer Equipment, Equipment Lines, Recommendations and Visits. I need

In Dataverse, Power Apps. I want to create Security Roles.
I have tables - Auditors, Customers, Customer Equipment, Equipment Lines, Recommendations and Visits.
I need 3 security Roles, please help me create them with what permissions and with which privileges.
Account Manager, Sales Team Manager, Clients Services.
Descriptions are below-
For Account Manager -(
Should be able to create new customers, Should be able to view all customers, Should be able to edit the customers where they are the account manager/owner
,Should be able to view all visits, Should be able to create new visits, Should be able to edit their own visits, Should be able to see all auditor records)
For Sales Team Manager -(Should be able to create new customers, Should be able to view all customers, Should be able to edit the customers where they are the account manager/owner, Should be able to edit visits where they are the owner of the customer, Should be able to view all visits, Should be able to create new visits, Should be able to see all auditor records, Should be able to edit auditor records, Should be able to add auditors, Should be able to assign auditors roles/permissions)
For Client Services -(The same as sales team member but read only to every table, no write)
Please give me details for all three of them, if possible please attach images. (please don't just rephrase this and explain. Please provide me proper Create/Read/write/append/append to/delete permissions with proper key none/user/business unit/Parent:child business unit/organization
In Dataverse, Power Apps. I want to create

Step by Step Solution

There are 3 Steps involved in it

1 Expert Approved Answer
Step: 1 Unlock blur-text-image
Question Has Been Solved by an Expert!

Get step-by-step solutions from verified subject matter experts

Step: 2 Unlock
Step: 3 Unlock

Students Have Also Explored These Related Programming Questions!