How to Allow Both Case Manager and Record Creator(User) to View Records in Model-Driven App?

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Posted on by naidu1811

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I have an Injury Register table in Dataverse that includes a Case Manager column, which is a Lookup column to the User table. Here's what I need to achieve in my model-driven app:

When a user creates a record, they should always be able to see it.
When a Case Manager is assigned to the record, that assigned user should also be able to view the record.
Both the record creator and the assigned Case Manager should have access to the record in the app.

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kasraouiah 262 on at

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How to Allow Both Case Manager and Record Creator(User) to View Records in Model-Driven App?

Hello,

I think it's pssible to do so by giving setting read privilege for a security rule, and assign this security roles to both users.