Forum Discussion
Row-Level Security (RLS) in SharePoint List
We have a SharePoint site that will be used to handle claims and enquiries. We have three tiers of User with different permissions. All users must be logged-in to access the site:
- Admin
- Internal User (“Approver”)
- Guest User (“Client”)
SharePoint List & Issue
A SharePoint list is (“Trade List”). The SharePoint List is populated automatically by an integration with a data warehousing system. All Client data arrives in the SharePoint List, there are up to 30+ clients and 10,000 lines of data at any moment. The data is provided in this format to SharePoint List “Trade List”:
| Tax Reg No. | CompanyName | ETD | Cstm No | Entry Date |
| 988313294002 | ACME Inc. | 760 | 026751H | 01/04/2021 |
In Column A of ”trade List” there is a unique tax identifier of the Client.
We wish for each item/row in SharePoint List “Trade List” to only be visible to the logged-in user with the tax identifier in Column A. This is effectively Row-Level Security (“RLS”) for the “Trade List”.
Identity Table (“ID Table”)
Through a separate system, we already manage an ID table in this following format:
| fname | lname | CompanyName | Tax Reg No. | |
| John | Smith | Acme Inc. | mailto:email address removed for privacy reasons | 988313294002 |
| Joe | Bloggs | NewCo | mailto:email address removed for privacy reasons | 787545492000 |
Implementing RLS on “Trade List”
Is anybody able to best advise on how to advise on the Implementation of Row-Level Security (RLS), so that a Client can only see SharePoint List items associated with their unique Tax Reg No. when logged-in.?
1 Reply
FalsumConsult You will need to use the item-level permissions on SharePoint list items for your requirements.
You can use power automate flow to break and grant permissions on item creation or update. Check my answer on similar thread at: SharePoint list - How to limit items in list with formula
You might also want to check the SharePoint limitations related to item-level permissions for large lists:
Please click Mark as Best Response & Like if my post helped you to solve your issue. This will help others to find the correct solution easily. It also closes the item. If the post was useful in other ways, please consider giving it Like.
