Hierarchical Visualization and permissions

I’ve seen a few questions recently about environment upgrades to Dynamics CRM 2015, or new security roles created where users do not have access to see the new hierarchical visualization offered by the platform. A user would for example navigate to Accounts and see a view just like in the previous versions, without the visualization links.

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The reason for that is because, in the security role(s) the user belongs to, he/she does not have permission to see this.

The setting is located in the specific role, on the Customization tab. It is called Hierarchy Rule. You must give the users at least Read permission for them to be able to see it. Or alternatively, remove the Read permission to not show it.


This seems to be the missing link, as it’s not captured in a lot of blogs referring to this feature.

Refer to this post for additional details on hierarchical visualization features and it’s limitations:



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