Since December 2015, a new addition has been made to the security model to provide hierarchical visibility based on the manager field in the user record. This new feature will allow managers to read, update, append and append to their subordinates’ records. The feature also grants read permissions to managers above the direct manager allowing for easier visibility of subordinates’ activities that can be used in dashboard and reporting easily.
- On the Navigation Bar, select Microsoft Dynamics CRM, then select Settings, then Hierarchical Security.
- Click on the Enable Hierarchy Security checkbox
- Set the hierarchy model to Manager Hierarchy
- Set the Hierarchy Depth (Note that there may be a performance impact on depths greater than 4)
Optional: Exclude certain entities from the hierarchy model
Once Hierarchy Model has been enabled you will be able to access this hierarchy by clicking View Hierarchy on the Command Bar or in the drop down of additional options.
Hierarchical security models are an 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.