Configuring access based on hierarchical positions

As of Dynamics CRM 2015, users that belong to certain hierarchies may be able to access their direct reports' records without the need for sharing.

Hierarchy works using either Manager Hierarchy (based on the user's manager hierarchy) or Position Hierarchy. In this recipe we will focus on the latter.

Getting ready

To configure security hierarchies, you will need a System Customizer or higher security role. More specifically, when changing or assigning positions, you will require the Assign a position to a system user and Change hierarchy security settings privileges. Both these privileges are available by navigating to Business Management | Miscellaneous Privileges.

How to do it...

1. Navigate to Settings | Security | Hierarchy Security.
2. In the Hierarchy Security form, enter the following:

• Tick Enable Hierarchy Modeling

• Select Custom Position Hierarchy
• Set Hierarchy Depth as 3
• The Hierarchy Security dialog will look as per this screenshot:

3. Click on Configure...