Hierarchical Security Models in MSCRM 2015

Hierarchical Security Models is new feature which are introduced in MSCRM 2015. This feature will give addition capabilities to the existing security model, to provide the visibility based on Manager Field in the user record.

Using this feature Managers can able to see records for team under with them.

To enable Hierarchical security model navigate to settings à security à Hierarchical security as shown below.

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Hierarchical Security window will open.

· Select the option for Enable Hierarchy modeling

· Select the Hierarchy model, whether it should be manager level or custom position level

· Select the Hierarchy depth as 3. We can increase the depth more than 3 but it will give the performance issues.

· Select the entities to exclude from the Hierarchy.

Upon selection of Manager Hierarchy click on configure. This will opens the user’s window to select manager’s hierarchy.

Hierarchical Security for Manager Hierarchy Security

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A new hierarchy view has been added that is available once the Manager Hierarchy is turned on and it can be viewed from the user record by opening a user and selecting View Hierarchy.

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This will show the user in relation to the manager and other users within the scope of the current level.

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Hierarchical Security for Custom Position Security

Hierarchical Security window will open.

· Select the option for Enable Hierarchy modeling

· Select the Hierarchy model, whether it should be manager level or custom position level

· Select the Hierarchy depth as 3. We can increase the depth more than 3 but it will give the performance issues.

· Select the entities to exclude from the Hierarchy.

Upon selection of Position Hierarchy click on configure. This will opens the Positions window to select hierarchy.

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Define the organization positions and add hierarchy to them.

After defining the positions you could able to see the hierarchy’s as shown below.

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You can look at the positional hierarchy by selecting View Hierarchy item

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These two models are in addition to the current security models and will adhere to business unit restrictions or if using a team model, the teams the person is on. This adds visibility based on the hierarchical structure to allow for an easier way for managers to see the records for their people and those below them.

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