How to create and use Access Team templates and add them to a Solution
How to create and use Access Team templates and add them to a Solution
You can now include Access Team template into your solution. This allows you to export your Access Team templates from one environment and import it into another.
Access Team template allows you to create teams of users who can access records of a certain table with specific access rights. For example, you can create an access team template for the account table and specify the Read, Write, and Share access rights on the record for the sales team. The sales team members are dynamically added to access the record on the account form.
Create Access Team template - https://learn.microsoft.com/en-us/pow…
When to use Access Teams - https://learn.microsoft.com/en-us/pow…
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Content
5.18 -> hi my name is Paul Liu I'm a product
8.22 -> manager who owns the security of Power
10.86 -> Platform dataverse in this video we will
13.62 -> look at how to use access team template
16.139 -> to promote record sharing for team
18.539 -> collaboration and how to add this access
21.18 -> team template into a solution for export
24.06 -> to a different environment
26.119 -> dataverse has a row based security model
29.16 -> with privileges for data access are
32.16 -> grouped together in a second row and
34.86 -> assigned to user or teams record access
37.44 -> is based off these privileges which
40.14 -> means there are certain records that
42.78 -> only the owner of the record can read
45.18 -> and update them to promote team
47.16 -> collaboration the owner can share his or
50.039 -> her records with a team there are four
52.86 -> types of teams in dataverse the owner
56.28 -> teams are created in the Power Platform
58.32 -> admin Center and team members are
60.6 -> manually added to the team team can
63.059 -> access multiple records and can own
65.22 -> records as they can have security rows
67.619 -> assigned to them the ad group team are
70.26 -> also created in ppac but the team
72.42 -> members are dynamically added when the
75.18 -> 80 group Members First accesses
77.7 -> dataverse they can also access multiple
80.1 -> records and can own record and can have
82.619 -> secular assigned to them the other two
85.439 -> are accessed teams the user created
88.14 -> access team is created in ppac with team
91.14 -> members being manually added while the
94.08 -> system managed access team is created
96.24 -> using access team templates and team
98.759 -> members are manually added by the record
101.22 -> owner user create access team can access
104.1 -> multiple records while the system
106.82 -> managed team members can only access the
110.399 -> record that was being shared on the form
112.56 -> both of these teams cannot own records
115.439 -> nor can have security roles assigned to
117.78 -> them now let's take a look at the system
120.06 -> managed access teams
122.28 -> there are three steps in creating access
125.399 -> team templates the first step is to
127.979 -> enable the access team on the table and
130.739 -> to do that you go through the table
132.36 -> properties under Advanced option and
135.959 -> check the have an access team option
139.44 -> next step is to create the access team
142.02 -> template navigate to your environment
144.86 -> and go to settings templates and click
148.98 -> on access team templates click on new to
152.099 -> create new access team template and the
154.86 -> first one we are going to be creating
156.9 -> that for the sales team and the entity
160.319 -> is the one that we just enabled which is
162.599 -> account and for the sales team we are
165.3 -> going to give them the ability to write
168.06 -> read and share click on Save and close
173.28 -> the third step is to add a team clamped
177.18 -> to The Entity form navigate to
179.94 -> customized entity select the account
183.48 -> table expand on the forms and select the
188.099 -> main form on the main form open the
192.06 -> insert tab on the ribbon choose
195.48 -> subgrid
197.099 -> put a unique name in this case it is the
200.58 -> sales team
202.379 -> on records do you want to have all
205.68 -> record types in the entity you want
208.739 -> users under default view choose
213.06 -> Associated record team members and
216.48 -> select the theme template which is the
219.9 -> sales team now you can see you've added
223.019 -> the sales team access team template on
226.68 -> your account form save and publish
230.34 -> now let's take a look and see how your
233.22 -> access team template show up on your
236.159 -> account form here for each sales record
239.22 -> you can now create your sales team
242.159 -> members
244.44 -> when Nancy logs in she will
247.319 -> automatically be able to see and access
250.319 -> this account
252.18 -> now if you want to ship your access team
254.879 -> template to another environment you can
257.28 -> create a solution go to the powerapps
260.16 -> portal under solution create a new
263.04 -> solution
264.9 -> and since you have your access team
267.18 -> template created you could go and click
270.06 -> on ADD existing go to more other
274.979 -> and select team template select your
278.639 -> team template and click add
281.759 -> another component you need to add is
284.88 -> your table because you have customized
288.06 -> and added the team template on the form
290.52 -> go to table account next the two options
295.8 -> here one is include all objects and
298.5 -> include table metadata and since you did
300.96 -> not customize any attributes or New
303.54 -> Field in the account table all you need
306.479 -> is to include the table metadata
309.6 -> with the table metadata being added into
312.36 -> the solution the next step is to include
314.82 -> the form where the access team template
317.22 -> was added double click on the account
319.979 -> table go to forms and add existing form
324.56 -> select the form where the access team
327.84 -> template was created
329.94 -> and then we get back to your solution
332.639 -> and publish all customizations you can
335.639 -> now export Your solution and import it
338.82 -> into another environment select your
341.88 -> solution click on export
344.52 -> next export as managed solution
348.78 -> and wait for it to complete
351.78 -> now the solution has been exported
354.3 -> successfully you can download it
357.12 -> now let's import the access team
359.639 -> template solution into your production
361.68 -> environment
363.479 -> navigate to your production environment
365.46 -> and under solution import solution
369.18 -> locate your downloaded solution
372.96 -> and import
374.759 -> publish all customization upon
377.94 -> successful import of your sales team
381.539 -> access template
383.28 -> when your users run the app and open the
386.639 -> account record they can start adding the
390.72 -> sales team member to start the team
393.72 -> collaboration
395.1 -> and Nancy logs in the next time Nancy
399.3 -> will be able to access
401.58 -> the test account this concludes the demo
405.06 -> on creating access team template and
407.4 -> adding it into a solution you can now
409.62 -> export the solution and import it into
411.9 -> different environments without the need
413.819 -> to recreate the access team template in
415.919 -> the other environment
417.96 -> using access team templates for record
420.419 -> sharing and team collaboration is more
423.12 -> efficient than sharing the record with
424.919 -> static owner or user generated access
427.74 -> team this is because the system managed
430.08 -> access team are more performant and they
432.479 -> don't need to own records you can also
435.3 -> specify different access rights for the
437.52 -> team members to access the record the
439.5 -> access team are generated by the system
441.479 -> and they are dynamically formed when the
444 -> first team member is added to the team
446.16 -> and automatically dissolve when the last
448.8 -> team member is removed from the team
451.139 -> thank you for watching
453.66 -> to learn more visit the Power Platform
456.539 -> documentation page
Source: https://www.youtube.com/watch?v=72kJJ1GDh0Y