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Showing posts with the label Hierarchy Security

Steps to Embed a HTML Page in a Model-Driven App Form

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 Step 1: Upload the HTML file as a Web Resource Open your solution, then click on + New and select Web Resource. Add your HTML code. Set the File Type to 'Webpage (HTML)', provide a Name and Display Name, then click Save. HTML CODE: <!DOCTYPE html> <html> <head>     <title>Account Info</title>     <meta charset="utf-8" />     <script src="ClientGlobalContext.js.aspx" type="text/javascript"></script>     <style>         body {             font-family: "Segoe UI", sans-serif;             padding: 20px;         }     </style> </head> <body>     <h2>Account Information</h2>     <p> <strong>Record Id:</strong> <span id="id">Loading...</span><br/> <strong>Entity Name:</strong> <span...

Enhancing Data Security with Hierarchy Security in Power Platform

Every organization must protect its data while ensuring that the right people have access when they need it. Microsoft Power Platform offers a feature called hierarchy security , which makes controlling access easier and more precise, even in complex environments. In this guide, we'll walk you through the basics in plain language. What Is Hierarchy Security? Hierarchy security is an extension of existing security models in Power Platform (like business units, security roles, sharing, and teams). It helps you define who can see what data by building a logical structure based on a company's management or job roles. Essentially, it lets you assign access rights using a "chain of command" or a "position" setup. This method is not only more granular (or detailed) but also reduces the effort required to manage many business units manually. The Two Key Models There are two common ways to organize hierarchy security: 1. Manager Hierarchy The manager hierarchy is ba...