Dataverse Hierarchical security and how to include or exclude disabled status direct report’s record

Dataverse Hierarchy security provides you with a data access model where manager has access to the records owned by their direct reports, shared with their direct reports, or owned by the team that their direct report is a member of.

The security structure is based on the relationship between different roles, positions or organization levels. Record access permissions are inherited within the hierarchy. Security role and user management administration is simplified where rules are set at the higher levels of the management chains. You can set whether to include or exclude disabled status direct report’s records in the manager’s views.

Learn more:

Information about Dataverse hierarchy security : https://learn.microsoft.com/en-us/power-platform/admin/hierarchy-security?tabs=preview

Security concepts in Microsoft Dataverse : https://learn.microsoft.com/en-us/power-platform/admin/wp-security-cds

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