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Question 144 - PL-200 discussion

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You are setting up Power Apps security for a company. The company has a CEO, two vice presidents, and 10 managers. Five support representatives report to each manager. You set up Manager Hierarchy so managers are able to view data only for the representatives who report to them. The CEO must be able to view all data for everyone. All support representatives must be able to view customer information in each other’s data across all managers.

You need to resolve issues that arise during testing.

What should you do? To answer, select the appropriate options in the answer area.

NOTE: Each correct selection is worth one point.


Question 144
Correct answer: Question 144

Explanation:

Box 1: Move the manager and reports to a separate business unit.

Keep the Manager hierarchy, and put the reports to the appropriate business unit.

Note: Two security models can be used for hierarchies, the Manager hierarchy and the Position hierarchy. With the Manager hierarchy, a manager must be within the same business unit as the report, or in the parent business unit of the report’s business unit, to have access to the report’s dat a. The Position hierarchy allows data access across business units. If you are a financial organization, you may prefer the Manager hierarchy model, to prevent managers’ accessing data outside of their business units. However, if you are a part of a customer service organization and want the managers to access service cases handled in different business units, the Position hierarchy may work better for you. Box 2: Add the CEO to the representative user record as a manager.

Set up Manager and Position hierarchies

The Manager hierarchy is easily created by using the manager relationship on the system user record. You use the Manager (ParentsystemuserID) lookup field to specify the manager of the user. Note: Depth is used to limit how many levels deep a manager has Read-only access to the data of their reports. For example, if the depth is set to 2, the CEO can see the data of the VP of Sales, VP of Service and Sales and Service Managers. However, the CEO doesn’t see the Sales data or the Support data.

Box 3: Add users to field security

Power Platform's field-level security lets you set which fields users can see or edit.

Reference: https://docs.microsoft.com/en-us/power-platform/admin/hierarchy-security

https://docs.microsoft.com/en-us/power-platform/admin/field-level-security

asked 05/10/2024
Frank van Hout
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