Overview of column-level security in Dataverse [#shorts]
What must you know?
Column-level Security is one of many ways to secure your data in Dataverse. It allows you to set up a particular type of security for a column. You can implement this security model for many columns in your Dataverse table.
Column-level security very often comes after Row Level Security. If a Row Level Security is not enough for a system and some data need additional security measures the Column-level security is the right approach.
Column-level security can be configurated using a security profile.
Let’s assume you have a table that stores information about the Clients. This table has columns that show each Client’s name, surname, and date of birth. You don’t want to show the Client details to the application users. To secure the data, you must hide the values of those columns. However, some Users should be able to update or add values when the record is created. But any User should be able to see the values whatsoever.
In this article, I will explain how to implement Column-level security for the example I just showed you.
How to enable Column-level security for a column?
To enable Column-level security for a custom column, navigate to the column you want to secure. Go to the column’s settings and then click “Column-level security.” The option should be available at the bottom of a properties box.
I performed this action for all columns in my custom table:
- First name
- Date of Birth
Those are the columns I want to secure.
In this place (column properties), we are done. There are no more actions required.
This is what my data looks like:
How to create security profile?
There are two ways of creating security profile:
- From a solution
- From the Admin Center
Creating security profile from Admin Center
To create a security profile from Admin Center, navigate to the Admin Center, choose the Environment -> Settings -> Users + permissions, and click “Column security profiles”:
Creating security profile from the solution
To create a security profile from the solution, navigate to the solution, then click “+ New” -> “Security -> “Column security profile.”
Creating security profile
After we have chosen the way we want to create a security profile, the form will appear on the screen.
Provide a name for the column security profile and click the “Save” button on the bottom. Column security profile will appear in the list of already created profiles:
To configure the Column security profile, click on the profile’s name. The system will display the available options and columns for configuring the security profile. The only available columns are those with the checkbox “Enable column security” marked.
Here I picked all of my custom columns. By configuring the Column Permission level, I will allow Users to “Update” values for those 3 columns.
To provide changes to Column Permission, mark a column and click “Edit” on the top.
To allow the update of values in the “Update” option, choose “Allowed” and Save changes. From now on, Users with assigned “ClientSecurityProfile” will be able to update values in those columns:
Setting app the application and the Team
We must set up a simple application to see how column-level security works. I have created a Model-driven app and chose my “Clients” table record to be visible at the front. I also made two test records.
The last missing piece to make this work is a Team assigned to the Business Unit. Let’s create a Team that will allow Users to manage Clients. Here is a creation screen:
Now, let’s add a person to this group.
And finally, we must create a security role for the Team so that people can access the table.
After that, just assign the security role to the Team:
Assigning a Team to the column security profile
To assign a Team to the column security profile, just simply navigate to the column security profile and open the “Teams” tab.
Remember! – If you will create a security profile and you will not assign anybody to this column security profile – columns for Users will be blocked:
To finish the assignment, choose a Team that you want to assign.
From now on, the Users from the “Clients Editors” Team can Update the values in the Clients table, but they won’t see the values and will not be allowed to create them for the Clients.
This is the view of records for our TEST User. The User can’t see the values.
This is the Create form. The user can create a record but cannot provide values while doing so.
This is the Edit form. The user can update values but is not able to see them.
The column-level security is really simple to implement. But it is very powerful. If you want to secure the columns, so users should not see or should not be able to update values column-level security is the thing you want to implement! You can set up column level security for different types of columns and also for those included in a solution, because the column security profile can be added to the solution. I hope you learned something!
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