Tip #226: It’s a privilege

If you wish to have a link in the Dynamics CRM sitemap menu only appear for certain people, this can be accomplished by adding the privilege tag to the subarea in the sitemap XML. This allows you to specify that users must have the permission specified to see the link. For example, in the standard Activity Feed personal wall link in CRM 2013, users must have read permission for the Post entity to see the “What’s New” link.

Privilege

If you don’t like performing XML surgery, an easier way to do it is with the sitemap editor in the XRM Toolbox. By right clicking on a sitemap link, you can select “Add Privilege,” then specify the entity and the permission required.

 

 

Add Privilege

So what if you want to hide an entire area for a group of users? If all links in an area are hidden for a user, the entire area will go away. So, for example, say you want to hide the Settings area for users who are not System Administrators? In that case, you could add a privilege tag to all of the subareas in the settings area and specify read permission for the Solution entity. Any user who is does not have read permission for the Solution entity will not see the Settings area button.

But what if you want to show it to a specific group and hide from all of the rest of the groups, and there is no specific permission that group has that is not shared by the other groups? For example, say that you add an “Inside Sales” sitemap area to group links needed by the inside sales group. This includes links that other groups have access to, but you want to hide this area from other groups to simplify their user experience.

In this example, you could create a new custom entity called “Inside sales view.” Do not add the custom entity to the sitemap, but only give read permission to the entity to the inside sales group. Then add a privilege tag to each of the subareas in the “Inside Sales” sitemap area based on read permission for the “Inside Sales View” entity.

The result will be that only the inside sales group (and system administrators) will see the new sitemap area.

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4 thoughts on “Tip #226: It’s a privilege

  1. Alex says:

    Great post , thank you very much !
    One IMPORTANT thing I have to mention : you have to CREATE the NEW ENTITY INSIDE THE SITEMAP solution (Settings – Solutions – open SiteMap solution and there you create the entity) , otherwise it has no effect .

    • Thanks for the comment, Alex. I’m not quite sure why did you come to conclusion that the “security” entity must be inside the site map solution.

      Firstly, there’s no need for a sitemap silution, xrmtoolbox takes care of that. Secondly, the entity does not need to be in any solution for this to work.

      Thanks
      George

  2. caitlin knox says:

    I’m trying to add a new Area to the sitemap to show a new ‘bucket’ in global navigation. I got as far as right clicking, add area in xrmtoolbox- but its not showing up. Do I need to add an entity for this new bucket? If so, how do I map the new area?

  3. Becca says:

    Similar issue maybe with following your directions but it now work. Will try Alex’s suggestion and see if that makes a difference? We’ll see.

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