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Create a position to use in hierarchy security

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Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

Reduce the complexity of managing security roles by creating a position hierarchy. Then define jobs or positions in your company and assign them to different places in your position hierarchy. Higher level positions in the hierarchy have Read, Write, Update, Append, and AppendTo access to their direct reports’ records. They also have Read-only access to the records of non-direct reports in their hierarchy. Learn more about hierarchies and positions on TechNet.

Manager hierarchy and position hierarchy security modelsRight arrow icon