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Shafdev
Post Patron
Post Patron

Owner vs security Role


‘Hello,

 

If I am Owner of record , What security role I have?

 

what actually difference is owner of record vs having security role?

 

if I am assigning record to another person , am I changing ownership of record?

 

Thanks

3 REPLIES 3
ChrisPiasecki
Most Valuable Professional
Most Valuable Professional

Hi @Shafdev,

 

Security roles and the owner of a record are both used to determine the access a user has to a table record. 

 

When creating a table, it can be defined as organization owned or user owned.

 

If organization owned, then records for that table cannot have an owner and is not used for access checks on that table. The security role alone is used and the scope of access is either none or organization. 

 

When a table is user owned, then the owner of a record is also used to determine access to a record. Based on the permission scope set for that table on the security role, the user will be compared to the owner of the record to determine access.

 

If the scope in the role is set to Organization, then the owner doesn't need to be compared as that means anyone can access it. 

 

If scope is set to parent/child business unit, then that means if the user is in the same business unit or a child business unit that the record owner belongs to, then the user will have access to the record.

 

If the scope is set to business unit, the user will have access if they are in the same business unit as the record owner. 

 

If the scope is set to user/team, the user will have access if they are the owner of the record, or they are part of the Team that owns the record.

 

To answer your 2nd question, assigning the record to another user or team changes the owner of the record to that user/team. 

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Chris
Fubar
Multi Super User
Multi Super User

In addition to chris's post.

 

Owner = user or team the record is currently assigned to.  (Being an owner can just mean you have enough security privileges to be assigned the record, and you may not be able to do anything else with it if you don't have respective privileges that allows you to).

 

Security Role = Security Role that contains a set of table (and some other) privileges that allow the user or team it is assigned to to perform the actions on the data as per the individual privileges.

 

As per Chis's post record ownership and Security Role privileges and Business Unit structure work together to determine what the users can do.

AhmedSalih
Most Valuable Professional
Most Valuable Professional

Hello, @Shafdev, in addition to the great explanation of @ChrisPiasecki and @Fubar , I suggest that you watch this tutorial that explain the logic behind it with examples of implementation.

https://powerplatformplace.com/f/dataverse-role-based-record-based-security-how-to-tutorial

 

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