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Keharrin1
Frequent Visitor

show data to users based on the region listed in the region field on all tables

We have been tasked to setup security so that a user can only see data based on region.  The region column/field is listed in all tables for the model-driven application.

 

We have also users that must still be able to see all records no matter what region.

What is the best business unit/security role design to accomplish this requirement?

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jlindstrom
Community Champion
Community Champion

I answered this question on my latest video here: https://youtu.be/tNOA5aG1wa4?si=uBAGnWQA2ei5xyu6

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gulshankhurana
Impactful Individual
Impactful Individual

Hi @Keharrin1 

 

You'd need one BU wherein users will have all access and then child BUs underneath for every region wherein users will have access to records in their own BU only.

 

Kind regards 

Gulshan

Please give it a thumbs up 👍🏻 if you appreciate my efforts.

 

If my answer helped you resolve your issue then please also mark it as a solution   so that it helps others experiencing the same problem.

Thank  you for the reply.  how do you setup the table so that only records with NA in the region field are accessible for the BU for that region?

Keharrin1
Frequent Visitor

I believe it is dependent on the owner of the record being in the same team as the region bu.  however records are created via an automated process so owner is always system

Hi @Keharrin1 

 

Access to records will be dependent on the ownership of the record and the BU in which that owner/user is in. I presume each record will have an owner (owninguser) so depending on which BU the owning user belong to will determine who else has access to that record.

If you want a record to be accessible to 'user with all access' then the owner of that record should be a user who is in the parent BU where you would have given all access.

 

Kind regards

Gulshan

If ownership is with the 'System' then BU based record segregation and access won't work. You'd need to achieve this through code with which I cannot help further as I am not a pro dev. 

 

Kind regards

Gulshan

If we are talking about visibility (access) to records, the system takes into account the owner of the records.

 

Note that the record owner does not have to be a specific user - it can be a team. You can create as many teams as the different user groups you need, and then set the record owner as a team. Then you assign users to teams. One user can belong to several teams at the same time. Remember to set the appropriate security role that will allow access at the read/user level (and assign this role to the team!).

 

If the records you want to manage are created automatically, you can create a workflow or a power automate that will assign the appropriate team to the record based on e.g. the picklist value.

jlindstrom
Community Champion
Community Champion

I answered this question on my latest video here: https://youtu.be/tNOA5aG1wa4?si=uBAGnWQA2ei5xyu6

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