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 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 managerowner
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 managerowner 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 rolespermissions
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 CreateReadwriteappendappend todelete permissions with proper key noneuserbusiness unitParent:child business unitorganization
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