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Business unit manager access

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Posted on by sasdharanr

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We want to provide read only access to business unit manager whenever an opportunity is created.

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Leads or Opportunities

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Ali Raza 2 on at

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Business unit manager access

Dear Sasi,

1. Create a custom security role: Create a new security role named "Manager Read-Only" and assign it the following privileges.

2. Read privilege for the Opportunity entity

3. Assign the security role to business unit managers: Identify all business unit managers and assign them the "Manager Read-Only" security role.

Regards

Ali Raza
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Leah Ju Microsoft Employee on at

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Business unit manager access

Hi Partner,

To control who can access restricted or sensitive data and resources and what they can do with them, assign users to security roles.

https://learn.microsoft.com/en-us/power-platform/admin/security-roles-privileges

Then, configure the privileges associated with the security role.

Open security roles you need, and remove other privileges and keep read privilege on the oppoetunity:

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

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