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colmblake
Level: Power Up

Multiple client data in CDS - control scope of data displayed based on user

Hello, this is my first post, apologies if this is covered elsewhere but I searched and couldn't find an answer........ I'm not even sure what I am looking for 🙂

I have the start of a model-driven app that is used collect information about applications/workloads at client ie application name, application owner, version, support agreement etc

I have managed to get a form together for the fields above and I have an account form from that entity that is used to add a vendor, in my test data this is Microsoft for exchange and putty.org for putty.

A this time it is a single organisation form, therefore, I also need to add a client , client A will have ~100 apps/wklds​ client B will have ~50 apps/wklds there will be some of the same apps in both but with unique data for each organisation eg: Exchange will be present in each org but have different owners per organisation.

My expectation is that I will be able to assign a license to someone from the client in the project team to the app and i want them to be able to CRUD only their data

I need to be able to work in scopes eg: i want to be able to search globally to find an answer if a new client doesn't have it, I also need to be able to search per client if I am looking for all web applications in a subnet for example

There is a lot of requirements there, thanks for reading 🙂

I am a network/server guy by trade so I will will need it explained simply but I really see the potential in the Power Platform, any guidance would be gratefully received.

1 REPLY 1
GarethPrisk
Level: Powered On

Re: Multiple client data in CDS - control scope of data displayed based on user

There is a lot there, you aren't kidding. 🙂

 

On the CDS side, you will be able to control the User's access in a few ways.

  • They will need a PowerApps license to access ANY CDS environment/database
  • Each CDS environment can be controlled via an associated Security Group (enables/disables users)
  • THEN
    • CDS Security Role's come into play
    • A user must have a Security Role to access anything in CDS
    • This can set the granular level's of CRUD access
    • It also includes privilege depths, such as User-only, or Organization

This should allow you to control the CRUD operations against those CDS environments that the user has access to.

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