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Add users or teams to field security profile in Dynamics 365 Customer Engagement (on-premises) |
Follow these steps to use a field security profile to manage the permission of users and teams to read, create, or write in secured fields. |
10/01/2019 |
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jimholtz |
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::: moniker range="op-9-1" [!INCLUDE cc-use-advanced-settings] ::: moniker-end
Role-based security controls access to a specific entity type, record-based security controls access to individual records, and field-level security controls access to specific fields. You can use a field security profile to manage the permission of users and teams to read, create, or write in secured fields. For example, the System Administrator field security profile gives full access to all secured fields in Dynamics 365 Customer Engagement (on-premises).
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[!INCLUDEproc_settings_security]
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Choose Field Security Profiles.
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Choose the profile name that you want to add teams or users to.
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Under Related, choose Teams or Users.
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On the Actions toolbar, choose Add.
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Select a team or user from the list. You can search for a team or user first.
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Choose Add.
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Close the field security profile record.
Control data access
Security concepts
Manage security, users and teams
Synchronize user information between Dynamics 365 Customer Engagement (on-premises) and Active Directory
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